My client, a mid-sized Greenwich, CTbased boutique RIA that focuses on global equity investing on behalf of institutional investors around the world. They are looking to add a Central Marketing Associateto their growing team.
Primary duties/responsibilities:
The individual is an important member of our institutional marketing team and is responsible for supporting the firm’s marketing objectives. The individual will be the point person between the information and content produced in the marketing department. The individual will be in constant communication with various internal departments, including portfolio management, operations, and legal/compliance
Ideal candidate:
experience with an asset manager in a similar role
strong understanding of financial industry and global equity investing
point person for all quantitative and qualitative information for external and internal clients
drive the process of client on-boarding to on-going client reporting
manage the process of RFPs, presentations, consultant databases and client reporting
ensuring consultant databases are accurate
data and content is consistent across all firm
creating standards for RFPs, client reporting, quarterly letters, client service presentations and prospect pitch books
Required to produce high quality materials
Understanding of attribution data
Ensure a high level of accuracy and timely completion of deliverables
must be able to work in an environment with multiple tasks and strict deadlines
a motivated self-starter that is detail-oriented and possesses strong analytical, communication, and organizational skills
ability to work successfully in a team is a must
undergraduate university degree is mandatory
strong work ethic and healthy ambition for responsibility is essential.