Marketing Associate (RFP)

Greenwich, CT 06830

Employment Type: Direct Hire Industry: Marketing Job Number: 2962

Job Description

We are seeking an energetic, organized, and detail-oriented Marketing Associate to work in the Marketing and Client Partnerships team helping to manage the daily, weekly, monthly, and quarterly deliverables in order to effectively  communicate the Firm' s competitive advantage.

These responsibilities include preparing RFP responses, investor and prospect reporting, marketing  materials, related data entry and reporting, and providing support for various strategic Marketing initiatives.

This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, extensive professional development and training, competitive compensation  and an amazing benefits package. Roles like this with a small, stable, premier fund  are hard to find, this is a firm you will want to work for...

  • Creating and customizing comprehensive marketing materials for client, prospect,  and consultant meetings 
  • Producing presentation books and meeting preparation documents for Sales and  Portfolio Management teams 
  • Thoughtful review and completion of RFPs and questionnaires in collaboration with  members of the marketing team, while maintaining content in Firm' s database (Upland Qvidian RFP response and proposal management software)
  • Maintaining accurate records and producing various reports within CRM tool (Salesforce)
  • Supporting all marketing team members on tasks related to managing investor and  prospect deliverables
  • Completed Bachelor’ s degree
  • Excellent attention to detail and a quantitative aptitude as this role is very data intensive
  • Strong Excel, PowerPoint skills required, experience with  RFP response and proposal management software preferred but not required.
  • The ideal candidate is hard-working, accountable, efficient, humble, and  collaborative.
  • 2+ years of related  work experience, preferably in the financial services industry

Job Requirements

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