Marketing Reporting Associate
Marketing Reporting Associate
Boston, Massachusetts
|Full Time Temporary/Contract
|$ 35 - $ 40 per hour
Boston, Massachusetts
Full Time Temporary/Contract
$ 35 - $ 40 per hour
August 01, 2025
|Job ID: A1426017D_1754075404
August 01, 2025
Job ID: A1426017D_1754075404
Job Summary
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Marketing Reporting Associate (1-Year Contract)
Hybrid | Boston, MA
Contract Duration: September 1, 2025 - September 1, 2026
Pay Rate: $35-$40/hour
About the Role
We're seeking a detail-oriented and proactive Marketing Reporting Associate to support a dynamic investment-focused marketing team. This role plays a key part in maintaining and producing firm and strategy-level marketing materials, including RFPs and due diligence questionnaires, and works closely with consultant relations, investment product specialists, and portfolio managers.
This is a highly collaborative, content- and data-heavy role that offers deep exposure to investment strategy communications. It's ideal for someone with strong writing skills, investment industry knowledge, and a passion for crafting high-quality, client-facing materials.
Key Responsibilities
- Create and manage client, consultant, and prospect due diligence questionnaires and RFPs across all strategies
- Maintain and update marketing databases and consultant portals
- Collaborate with Consultant Relations and Relationship Managers to support client and prospect needs
- Partner with subject matter experts to ensure accuracy and consistency in investment content
- Manage and report on marketing data and analytics
- Contribute to cross-functional projects supporting Marketing and Client Services
Qualifications
- Minimum 3 years of experience in investment management, particularly in RFP or client servicing roles
- Bachelor's degree required; CFA, CAIA, or progress toward advanced financial designation is a plus
- Strong writing, editing, and fact-checking skills-ability to translate complex investment language into clear messaging
- Experience with RFP content systems (Loopio preferred; Seismic, Copilot, Qvidian also valuable)
- Skilled in Microsoft Office (Excel, Word, PowerPoint)
- Familiarity with CRM tools and digital content management systems
- Strong analytical mindset-comfortable working with and interpreting data
- Highly organized, collaborative, and self-motivated with a high level of intellectual curiosity
Ready to Join?
If you're an energetic, detail-focused professional with a background in financial services marketing or RFPs, and you thrive in collaborative, high-performance environments-we want to hear from you.
A1426017D_1754075404
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™