Connect Search, LLC
We are seeking a motivated and detail-oriented
Marketing Associate
to join our Sales, Marketing, and Relationship Management team. This role is ideal for a marketing professional with 2–3 years of experience who is eager to gain hands-on experience in the investment management industry. The Marketing Associate will support a variety of initiatives, including client communications, marketing collateral development, and database management, playing a key role in how we present our firm to clients, prospects, and consultants. Key Responsibilities Collaborate with the Marketing Manager and Chief Marketing Officer to complete client, prospect, and consultant questionnaires, as well as maintain related databases. Prepare and submit
Requests for Proposals (RFPs)
and other information requests from prospective clients and consultants. Conduct research to gather data supporting performance narratives and write
monthly commentary pieces
highlighting strategy positioning and market insights. Update and maintain external databases on a
monthly and quarterly basis , ensuring accuracy across performance, holdings, assets, characteristics, personnel, and other firm metrics. Analyze firm-related data to determine the most relevant and strategic information for marketing materials and responses. Generate reporting and analytics, including
performance reports, attribution data, and portfolio characteristics , using systems such as FactSet, eVestment, Morningstar, and Crystal/Advent Geneva. Assist in the creation of
marketing presentations, fact sheets , and other client-facing materials. Support special projects and additional initiatives as assigned by the Marketing Manager and Chief Marketing Officer. Qualifications Bachelor’s degree
in Marketing, Communications, Finance, Economics, or a related field. 2–3 years of marketing experience, ideally in financial services or asset management. Proficiency in Microsoft Office Suite, with strong Excel skills preferred. Excellent
writing, editing, and data analysis skills , with the ability to translate complex information into clear, compelling content. Highly organized and
detail-oriented , with the ability to manage multiple deadlines and projects simultaneously. Strong communication and interpersonal skills, with a collaborative, team-oriented mindset. Self-starter who can work independently while supporting team goals.
#J-18808-Ljbffr
Marketing Associate
to join our Sales, Marketing, and Relationship Management team. This role is ideal for a marketing professional with 2–3 years of experience who is eager to gain hands-on experience in the investment management industry. The Marketing Associate will support a variety of initiatives, including client communications, marketing collateral development, and database management, playing a key role in how we present our firm to clients, prospects, and consultants. Key Responsibilities Collaborate with the Marketing Manager and Chief Marketing Officer to complete client, prospect, and consultant questionnaires, as well as maintain related databases. Prepare and submit
Requests for Proposals (RFPs)
and other information requests from prospective clients and consultants. Conduct research to gather data supporting performance narratives and write
monthly commentary pieces
highlighting strategy positioning and market insights. Update and maintain external databases on a
monthly and quarterly basis , ensuring accuracy across performance, holdings, assets, characteristics, personnel, and other firm metrics. Analyze firm-related data to determine the most relevant and strategic information for marketing materials and responses. Generate reporting and analytics, including
performance reports, attribution data, and portfolio characteristics , using systems such as FactSet, eVestment, Morningstar, and Crystal/Advent Geneva. Assist in the creation of
marketing presentations, fact sheets , and other client-facing materials. Support special projects and additional initiatives as assigned by the Marketing Manager and Chief Marketing Officer. Qualifications Bachelor’s degree
in Marketing, Communications, Finance, Economics, or a related field. 2–3 years of marketing experience, ideally in financial services or asset management. Proficiency in Microsoft Office Suite, with strong Excel skills preferred. Excellent
writing, editing, and data analysis skills , with the ability to translate complex information into clear, compelling content. Highly organized and
detail-oriented , with the ability to manage multiple deadlines and projects simultaneously. Strong communication and interpersonal skills, with a collaborative, team-oriented mindset. Self-starter who can work independently while supporting team goals.
#J-18808-Ljbffr