3 дня назад
Senior Marketing Analyst (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Marketing Analyst (Financial Services): Coordinating RFP, RFI, DDQ, consultant questionnaire, and institutional investor responses with an accent on project management, technical writing, and marketing operations. Focus on managing concurrent deadlines, maintaining approved content repositories, producing client-facing materials, and identifying AI and automation opportunities in response workflows.
Location: Rhode Island office, Providence, Rhode Island, US
Company
is a private markets solutions provider with approximately 250 professionals globally and more than $95 billion in assets under management, serving institutional investors worldwide.
What you will do
- Coordinate responses to RFPs, RFIs, DDQs, consultant questionnaires, and institutional investor due diligence requests.
- Work with investment, client service, legal, compliance, operations, and business development teams to gather information and deliver accurate responses.
- Manage multiple concurrent projects, deadlines, approved content repositories, and standard response materials.
- Prepare presentations, data packages, fact sheets, newsletters, and other client-facing marketing collateral.
- Support client service workflows, triage inquiries, maintain industry databases and consultant platforms, and improve internal marketing processes.
- Identify opportunities to use AI and automation to improve content management, response generation, and workflow efficiency.
Requirements
- Bachelor’s degree in business, marketing, communications, finance, or a related field.
- At least two years of experience in RFPs, marketing, communications, business development, investor relations, or a related function.
- Financial services experience and direct experience with RFP, RFI, DDQ, or institutional due diligence work are strongly preferred.
- Strong technical and business writing, project management, analytical, critical-thinking, and problem-solving skills.
- Excellent attention to detail and the ability to manage multiple priorities while collaborating across global teams.
- Proficiency in Microsoft Office, especially PowerPoint, Excel, and Word; experience with CRM, marketing, consultant database, or RFP management systems is preferred.
Culture & Benefits
- Comprehensive benefits package with competitive base salary and annual bonus opportunity.
- Healthcare, retirement, and paid-time-off benefits.
- Collaborative, high-performing work environment with exposure to senior investment, client service, and business development professionals.
- Opportunity to contribute to a global private markets investment firm serving institutional investors worldwide.
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