Job Description

Responsibilities:

• Works with the Marketing Manager, Chief Marketing Officer and Marketing Associates to complete client, prospect and consultant questionnaires and databases.
• Completes request for proposals (RFPs) from prospects and consultants.
• Reviews and analyzes firm-related data for purposes of determining, in accordance with the firm’s marketing strategy, the types of information regarding the firm that should be included when responding to marketing-related questionnaires.
• Responsible for generating FactSet, eVestment andMorningstar, as needed, for monthly strategy fact sheets and marketing presentations, including performance analytics, characteristics, attribution and weightings.
• Researches data that supports strategy performance positioning statements.
• Update marketing materials (presentations, fact sheets, performance updates, summaries, biographies, LP materials, CIT materials and webpages). Utilizing Adobe InDesign, Illustrator and Photoshop.
• Update and maintain the firm’s social media accounts (LinkedIn, X, Instagram).
• In collaboration with the Director of Design, create and upload posts for social media accounts.
• Assist in maintaining and providing improvements to the firm’s website.
• Assist in the creation of marketing materials.
• Coordinate with other departments to ensure proper legal regulations and deadlines are met for materials.
• Work on creative tasks as requested internally.
• In collaboration with the Director of Design, create advertisements for corporate sponsored events, providing proper specs and print settings.
• Provide appropriate artwork for logo requests.
• Create value-added pieces for strategic partners as needed.
• Other duties and projects as assigned.

Qualifications

• Bachelor’s degree
• 1 year of Marketing experience
• Experience with the Adobe Creative Cloud suite including InDesign, PhotoShop, Illustrator a plus
• Knowledge of Salesforce, specifically Marketing Cloud Account Engagement (Pardot) a plus
• Knowledge of Microsoft Office required, experience with Excel a plus.
• Willingness and ability to learn new software applications, as requested.
• Strong ability to write and edit
• Experience working with large amounts of data.
• Team player and collaborator with strong attention to detail and excellent communication skills.
• Organized and deadline oriented.
• Possess good interpersonal skills and the ability to work independently.

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