Senior Associate, Marketing And Business Development

Senior Associate, Marketing and Business Development Overview

• The Senior Associate, Marketing and Business Development will support business development initiatives, ensuring high-quality client-facing materials and strategic clarity.
• Collaborate closely with investment teams to develop compelling proposals, RFPs, DDQs, and pitch materials tailored to client needs.
• Maintain and enhance content libraries, ensuring consistency, accuracy, and alignment with firm standards.
• Research prospective clients to understand their needs and competitive landscape, driving effective positioning strategies.
• Develop data visualizations and exhibits that effectively communicate investment strategies and insights.
• Support CRM management and pipeline tracking, ensuring timely reporting and opportunity analysis.
• Bring intellectual curiosity to workflow tools and AI applications, enhancing team efficiency.
• Contribute to the firm's strategic initiatives, bridging investment insights with business development goals.

Senior Associate, Marketing and Business Development Key Responsibilities & Duties

• Collaborate with investment teams to create accurate, compelling business development materials.
• Manage RFP responses from inception to submission, coordinating with multiple departments.
• Develop and maintain a best-practice content library, improving quality and consistency.
• Create custom exhibits and pitch materials for client presentations and finalist meetings.
• Conduct research on prospective clients to tailor strategies and materials effectively.
• Utilize CRM systems to manage pipelines, track deadlines, and produce insightful reports.
• Apply AI and workflow tools to streamline processes and enhance productivity.
• Ensure alignment of client-facing materials with strategic objectives and firm standards.

Senior Associate, Marketing and Business Development Job Requirements

• Bachelor of Arts degree with a strong foundation in investment fluency across asset classes.
• Minimum of 4 years of experience, with 8 years preferred, in investment, research, or consulting roles.
• Proficiency in CRM systems, Excel, PowerPoint, and data visualization tools.
• Demonstrated project management skills, capable of managing complex proposals end-to-end.
• Strong written communication skills, able to distill complex topics effectively.
• Collaborative mindset with a commitment to ownership and quality in deliverables.
• Progress toward or holding CFA or CAIA designation is preferred.
• Hybrid consulting or OCIO-style background is advantageous.