To Apply for this Job Click Here
Marketing Reporting Associate (1-Year Contract)
Hybrid | Boston, MA
Contract Duration: September 1, 2025 - September 1, 2026
Pay Rate: $35-$40/hour
About the Role
We're seeking a detail-oriented and proactive Marketing Reporting Associate to support a dynamic investment-focused marketing team. This role plays a key part in maintaining and producing firm and strategy-level marketing materials, including RFPs and due diligence questionnaires, and works closely with consultant relations, investment product specialists, and portfolio managers.
This is a highly collaborative, content- and data-heavy role that offers deep exposure to investment strategy communications. It's ideal for someone with strong writing skills, investment industry knowledge, and a passion for crafting high-quality, client-facing materials.
Key Responsibilities
Create and manage client, consultant, and prospect due diligence questionnaires and RFPs across all strategiesMaintain and update marketing databases and consultant portalsCollaborate with Consultant Relations and Relationship Managers to support client and prospect needsPartner with subject matter experts to ensure accuracy and consistency in investment contentManage and report on marketing data and analyticsContribute to cross-functional projects supporting Marketing and Client ServicesQualifications
Minimum 3 years of experience in investment management, particularly in RFP or client servicing rolesBachelor's degree required; CFA, CAIA, or progress toward advanced financial designation is a plusStrong writing, editing, and fact-checking skills-ability to translate complex investment language into clear messagingExperience with RFP content systems (Loopio preferred; Seismic, Copilot, Qvidian also valuable)Skilled in Microsoft Office (Excel, Word, PowerPoint)Familiarity with CRM tools and digital content management systemsStrong analytical mindset-comfortable working with and interpreting dataHighly organized, collaborative, and self-motivated with a high level of intellectual curiosityReady to Join?
If you're an energetic, detail-focused professional with a background in financial services marketing or RFPs, and you thrive in collaborative, high-performance environments-we want to hear from you.