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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!