Marketing Associate

Posted 03/21/2022 By Jennifer Keane

Looking to gain relevant business experience??


in this role, the Marketing Associate will contribute to the business development and client service effort by responding to inquiries and Request for Proposals (RFP) / Due Diligence Questionnaires (DDQ) / Request for Information (RFI) from clients, prospects, and consultants.

The Marketing Associate Will


  • Manage the completion of all RFPs, RFIs, and DDQs across US, International, and Emerging Markets equity strategies
  • Oversee the development and maintenance of the firm’s content library for firm and strategy information
  • Partner with product specialists to create investment commentaries on a monthly / quarterly / annual / ad-hoc basis
  • Develop and produce marketing collateral, from factsheets and pitchbooks to ad-hoc presentations and exhibits
  • Coordinate with product specialists and investment teams to produce relevant thought leadership materials
  • Assist in the development of a digital marketing plan and help maintain the firm’s external website and publications
  • Maintain inventory of brochures / client strategy materials as well as other client communications
  • Collaborate with legal, administrative, sales, client service, trading, and investment staff in the development of proposal responses and general client strategy collateral


  • 3-5+ years of experience in asset management marketing
  • Experience completing RFPs and developing various marketing content
  • Experience with marketing concepts, including direct and digital marketing

TARGETING 25.00-30.00 payrate DOE

Want more information?

Complete the form below and Jennifer will follow up with you to discuss this position, or you can call her at 508-732-9262.

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