Marketing Reporting Associate – Financial Services
Marketing Reporting Associate – Financial Services
Boston, Massachusetts
|Direct (Permanent) Full Time
|$ 80,000 - $ 95,000 per year
Boston, Massachusetts
Direct (Permanent) Full Time
$ 80,000 - $ 95,000 per year
January 29, 2026
|Job ID: LMM1445059_1769705285
January 29, 2026
Job ID: LMM1445059_1769705285
Job Summary
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Title: Marketing Reporting Associate
Location: Boston, MA
Onsite Requirements: Hybrid
Duration: Full Time - Direct Hire
Industry: Financial Services
Job Description
Responsibilities
* Produce client, consultant, and prospect RFPs and due diligence questionnaires across the firm's investment strategies.
* Partner closely with Global Consultant Relations, Relationship Managers, Portfolio Managers, and Product teams to gather and validate investment content.
* Maintain and update firm and strategy-level marketing content to ensure accuracy, consistency, and compliance.
* Manage marketing data, analytics, and reporting shared with internal stakeholders and clients.
* Support a high-volume workflow while meeting tight deadlines and quality standards.
* Respond to ad hoc client, prospect, and consultant requests for information.
Must-Have Requirements
* 3-5+ years of experience supporting RFPs, DDQs, or client reporting within investment management, investment consulting, or financial services.
* Experience working in an investment-focused environment with complex financial and investment content.
* Hands-on experience with an RFP or content management system (Loopio preferred; Qvidian, Responsive, Seismic, RocketDocs acceptable).
* Strong writing and analytical skills with the ability to distill dense investment language into clear, accurate responses.
* Proficiency in Microsoft Office (Excel, Word, PowerPoint).
* Highly organized, detail-oriented, and able to prioritize multiple deadlines in a fast-paced, collaborative environment.
* Strong communication skills and comfort working with a wide range of stakeholders.
LMM1445059_1769705285
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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.
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