Description
The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs; maintains firm and investment strategy marketing content and data; supports industry consulting firms through the Global Consultant Relations team; and provides marketing information to relationship managers. The role requires 3–5 years of RFP experience in investment management, a bachelor’s degree, Microsoft Excel proficiency, strong communication and analytical skills, and familiarity with client and prospect servicing. The position reports to the Marketing Reporting Manager, does not offer visa sponsorship, and includes medical, dental, retirement, paid time off, and other benefits.
