Job Title:
Senior Marketing Analyst
Job Code:
Job Category:
Job Type:
Job Location:
Boston - MA
Date Posted:
Dec 1 2022
Expires On:
Jan 20 2023
  • Support the consultant relations team in responding to a large volume of consultant inquiries relating to new and existing business
  • Complete quarterly RFIs / consultant questionnaires and ad hoc requests in a timely and accurate manner
  • Respond to time-sensitive, search driven questionnaires and/or requests
  • Work closely with internal groups and parent company to gather information requested by consultants
  • Work with legal and compliance to ensure that all information communicated externally is legally approved
  • Use internal systems to run and compile large amounts of data needed for RFIs
  • Create customized data breakouts to meet the specific breakouts requested by consultants
  • Support consultant relations in developing and maintaining positive relationships within the consultant community
  • Review product profiles in consultant databases for accuracy in relation to search requests
  • Participate in periodic consultant database audits
  • Bachelor's degree required
  • Working towards CFA or MBA a plus
  • 3+ years of experience working at an investment management firm
  • Comfortable working with large amounts of data
  • Acute and consistent attention to detail and accuracy
  • Excellent communication (verbal and written) and interpersonal skills
  • Strong excel skills
  • Solid understanding of fixed income, equity and alternatives investment terminology and data points
  • Strong collaboration and project management skills; ability to work effectively with various departments and staff to compile information needed for RFIs under very tight deadlines.
  • Ability to prioritize, organize and juggle various urgent deliverables at once.
  • A flexible approach to the job as a team player
Required Years of Experience:
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 |
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