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Our client, a global investment firm, is looking to add a Marketing Reporting Associate to their team. This is a yearlong contract role and would require you to go onsite to their office in Boston 3x a week.

Must have financial or investment management experience to be considered

Our client is looking for someone to create client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintain detailed firm and investment strategy marketing content and data, all of which help communicate well with their clients and prospects. This role enables the Investment Product Strategies team to successfully execute their mission to bring investment insights across all strategies to their clients and potential clients in all channels around the world in both print and digital communications. The Marketing Reporting Associate role provides substantial exposure to how they communicate and manage relationships with clients, prospects, and consultants.

Responsibilities Include:

Producing client, consultant, and prospect due diligence questionnaires and RFPs across entire product line-upPartnering with Consultant Relations in servicing assigned industry consulting firms, including managing content in relevant consultant and third-party databasesProviding marketing data and information to Global Relationship Managers in response to ad hoc questions from clients, prospects, and consultantsDeveloping a strong understanding of our organization, investment strategies, philosophy, and processesEnsuring firm and investment strategy marketing content for use in questionnaires and RFPs is current, accurate, effective, and compliant by working with colleagues across the company to create and review languageMaintaining marketing data and analytics reporting

Required Skills:

At least 3 years of related work experience working on RFPs within the investment management industryBachelor's degree required; CFA, CAIA, or finance-focused master's degree/MBA
(or progression toward it) preferredProficient in MS Excel and other Microsoft applications Excellent written and verbal communication capabilities, including editorial and
fact-checking skillsStrong organizational and analytical skillsDemonstrated understanding of client and prospect servicingWillingness and ability to learn the functionality of a wide variety of proprietary systems and external web-based databasesCollaborative spirit given need to coordinate among Global Client Relations, Marketing, Investment, Compliance, Legal, and Operations TeamsExperience with Loopio, or other RFP language database management tools, is a plus

Character:

Proactive with exceptional attention to detailHigh energy, positive attitude, professional, and matureComfortable working both independently and as part of a teamAbility to prioritize multiple tasks, set goals, and meet deadlinesSelf-directed and motivatedWillingness to jump in and get things doneA high degree of intellectual curiosity 1426010LMM_1754053566 To Apply for this Job Click Here