Marketing Professional

Overview

• Drive innovative marketing strategies for a leading asset management firm in a dynamic, hybrid environment.
• Collaborate across departments to enhance client reporting and marketing collateral.
• Develop compelling proposal content and investment process language with subject matter experts.
• Ensure accuracy and timeliness in maintaining consultant and third-party databases.
• Contribute to impactful marketing strategies that drive organizational growth.
• Leverage your expertise to create and edit high-quality marketing materials.
• Opportunity to work in a collaborative and fast-paced environment.

Key Responsibilities & Duties

• Prepare and respond to RFPs, RFIs, DDQs, and client data requests with precision.
• Maintain and update RFP database responses, ensuring content quality and accuracy.
• Collaborate with internal teams to streamline RFP processes and develop strategic content.
• Edit and review peer RFPs and DDQs to ensure consistency and excellence.
• Update consultant databases with accurate product and firm-level data.
• Coordinate with Sales, Product Management, and Compliance to meet client requirements.
• Assist in the creation and maintenance of marketing and client service materials.

Job Requirements

• Bachelor's degree in Business, Economics, Finance, Marketing, or a related field.
• 3-7 years of experience in marketing, product marketing, or RFPs within asset management.
• Proficiency with RFP platforms like RocketDocs and advanced Excel skills.
• Strong understanding of investment concepts and fund structures.
• Highly organized and detail-oriented, capable of managing multiple projects under deadlines.
• Excellent communication skills for creating client-ready messaging.
• Ability to interact effectively with staff and clients at all levels.
• Proficiency in Microsoft Office and familiarity with consultant databases like eVestment.