Job Title:
Investment Marketing Coordinator
Job Code:
Job Category:
Job Type:
Job Location:
Boston - MA
Date Posted:
Feb 15 2019
Exciting opportunity to join a small, highly regarded investment firm in Boston. Must be a "roll up your sleeves" type individual. Reporting to the Managing Directors, the Investment Marketing Coordinator will ensure clients and consultants are well informed of the firm's messages and initiatives.

The Investment Marketing Coordinator will:
  • Serve as the point of internal contact for clients and consultants
  • Prepare reports and notices for investors, arrange investor meetings, and handle investor transactions
  • Provide punctual, accurate and informative responses to client and consultant requests
  • Track and monitor the fundraising process
  • Create, edit, and update data across marketing communications; assist with writing executive summaries, RFPS, and preparing presentations
The Investment Marketing Coordinator possesses the following qualifications:
  • Bachelor's degree
  • 4+ years of investment experience
  • Highly motivated, organized and detail-oriented
  • Experience with RFPs, consultant communications, and/or communications to institutional investors a plus!

CONTACT: Lindsay Flynn: | phone: 617-728-4100 | fax: 617-728-4115
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