Job Title:
Marketing Analyst
Job Code:
Job Category:
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 10 2021
Boston investment management firm is seeking a Marketing Analyst to add to their growing team! The individual in this role will have a wide range of marketing responsibilities including proposal writing, marketing communications, and completing data requests for current and prospective clients. The ideal candidate will be proficient in Microsoft Office Suite and can learn new industry and investment systems.

Position Responsibilities:

  • Prepare proposal and questionnaire responses from consultants, advisors, and current/ prospective client relationships
  • Service different marketing channels
  • Coordinate and manage RFP and DDQ responses from start to finish
  • Maintain the marketing RFP response library and update when necessary
  • Update all third-party databases
  • Compile and distribute all marketing and sales deliverables on a monthly, quarterly, and as needed basis
  • Help manage content on the firm's internal marketing page to facilitate clear communications throughout the firm
  • Coordinate compliance review and tracking for the firm's marketing materials that require pre-approval
  • Continuously support all marketing initiative throughout the growing firm
Position Qualifications:

  • Bachelor Degree and 2-4 years in the financial service industry
  • Strong communication skills including written and verbal
  • Ability to proofread, edit, and tailor responses to specific clients and products
  • Keen attention to detail with the ability to prioritize multiple tasks and meet strict deadlines
  • Desire to work and grow within the marketing and industry
  • Strong analytical skills with the ability to find and identify inconsistencies
  • Ability to connect with all levels of the firm and with all external parties
Required Years of Experience:
Additional Info:
For more information contact: Chris Kennedy 617-728-4100 |
Salary Range:
$70,000 - $75,000


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