Senior Investor Relations & Marketing Associate
Selby Jennings, Westport, Connecticut, us, 06889
Our client is an asset management firm in Westport, CT and they are looking to bring on a Senior Investor Relations and Marketing Associate. This person will collaborate with the sales and investment teams to drive business growth and client communication.
Responsibilities:
Oversee and manage content production and monthly, quarterly, and year-end marketing materials Maintain the firm's due diligence questionnaire Maintain accurate CRM database Work with internal teams for investor transactions Monitor market trends Manage relationships with current and potential investors Requirements:
A bachelor's degree 5-8 years of professional experience in financial services, marketing, client services, or investor relations Strong understanding of investment solutions and U.S. wealth management ecosystem Project management skills Strong PowerPoint and Excel skills Experience working in digital content platforms This position will be in office everyday and may require minimal travel.
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Oversee and manage content production and monthly, quarterly, and year-end marketing materials Maintain the firm's due diligence questionnaire Maintain accurate CRM database Work with internal teams for investor transactions Monitor market trends Manage relationships with current and potential investors Requirements:
A bachelor's degree 5-8 years of professional experience in financial services, marketing, client services, or investor relations Strong understanding of investment solutions and U.S. wealth management ecosystem Project management skills Strong PowerPoint and Excel skills Experience working in digital content platforms This position will be in office everyday and may require minimal travel.
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