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Marketing Associate / EA

Pelham Berkeley Search, Greenwich, CT, United States


High Profile mid-sized Hedge Fund seeks a Marketing Associate / Executive Assistant.


We are a high-end fund with decades of experience in delivering strong, risk-adjusted investment performance and we are seeking a dynamic Marketing Associate / Executive Assistant to directly support the CEO.

This hybrid role offers a unique blend of marketing creativity and high-level administrative support, giving you the opportunity to contribute to growth initiatives while working closely with executive leadership.


If you thrive in a fast-paced environment, are highly organized, and possess a passion for both marketing and executive support, this is your chance to make a meaningful impact.


This is a hybrid role where you will be onsite in Connecticut four days per week and WFH one day per week.


Responsibilities include:


A. Marketing Duties

  • Assist in the design, development, and maintenance of marketing content with participation in strategy formulation for marketing campaigns/activities.
  • Update monthly and quarterly presentation materials, including newsletters, fact sheets, presentation books,...
  • Support the Marketing team in ad hoc requests, including sending out materials, sending meeting calendar invitations and updating Salesforce records.
  • Maintain and update the firm's website regarding performance data
  • Perform data hygiene and update records in Salesforce

B. Executive Assistant Duties

  • Provide high-level administrative support to the CEO; manage scheduling and select correspondence, book travel, submit expenses, and coordinate external meetings.
  • Comfortable managing calendar scheduling, travel arrangements, and expense submissions
  • Schedule and confirm meetings, Teams/WebEx/Zoom conference calls for the CEO, including prep of client review packets, supporting notes/documents, and investment objectives for each meeting.

Required Skills:

  • Proficiency in PowerPoint, Excel, and Adobe suite
  • Experience with CRM tools such as Salesforce preferred
  • Excellent organizational skills with meticulous attention to detail
  • Ability to prepare and update marketing materials, presentations, and fact books with accurate performance data
  • Strong interpersonal and client relationship abilities
  • Ability to work independently and as part of a collaborative team
  • Exceptional written and verbal communication skills
  • Capable of managing multiple priorities and deadlines effectively
  • Support external meetings and internal team collaboration as needed

Nice to Have Skills:

  • Knowledge of mutual funds, hedge funds, asset management, separately managed accounts, or public equities
  • Previous experience in financial services or investment management marketing
  • Familiarity with content development and marketing strategy

Preferred Education and Experience:

  • Bachelor’s degree; Associate’s degree plus relevant work experience will be considered
  • Prior experience in a similar marketing or executive support role preferred
  • Demonstrated ability to balance administrative duties with marketing responsibilities


Bring your creativity, organizational prowess, and proactive mindset to a firm that values excellence and innovation. Elevate your career by applying now to be part of the dedicated team, your next great opportunity awaits!