
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!