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Fund Marketing Specialist

Initio Capital · New York, NY, USA ·

Pay:
$140,000-$185,000/yr
Job type:
Full Time

Estimated Compensation
$140,000 – $185,000 total annual compensation (varies by employer)

Location: New York, NY
Employment Type: Full-Time

Position Overview
Fund Marketing Specialists support fundraising and investor engagement initiatives by creating marketing materials, coordinating campaigns, and assisting with investor communications. The role requires collaboration across investor relations, portfolio teams, and operations, blending marketing, analytics, and relationship management. This position is key to ensuring that the fund’s value proposition is clearly communicated and that investor outreach is effective and consistent.

Key Responsibilities

Develop and maintain fund marketing materials, presentations, and digital content

Coordinate fundraising campaigns and investor outreach initiatives

Support investor meetings, webinars, and events with logistical and content preparation

Track marketing performance metrics, investor engagement, and campaign effectiveness

Assist with drafting investor communications, newsletters, and periodic reports

Collaborate with portfolio, operations, and compliance teams to ensure materials are accurate and compliant

Identify opportunities to improve marketing strategy, messaging, and outreach processes

Prepare ad‑hoc marketing and investor reports for internal and external stakeholders

Preferred Qualifications

Bachelor’s degree in Marketing, Finance, Business, Communications, or a related field

Experience in fund marketing, investor relations, or financial communications preferred

Strong written, verbal, and presentation skills

Proficiency in Microsoft Office (PowerPoint, Excel, Word) and marketing tools

Detail‑oriented, organized, and able to manage multiple projects simultaneously

Understanding of private funds, capital raising, or investment products is a plus

Creative problem‑solving skills and a proactive approach to marketing initiatives

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