Lead marketing outreach efforts, manage stakeholder communication, produce reporting metrics, and ensure high-quality marketing materials are developed.
- Work closely with the firm’s senior investment professionals to execute outreach and marketing objectives. This will include designing and creating marketing collateral , e.g., PPT decks, one pagers, and e-mail campaigns consistent with the firm’s existing design and messaging standards, as well as overseeing their distribution via outreach campaigns.
- Oversee outreach efforts including distribution as well as engagement measurement and testing in order to refine approach for future campaigns.
- Serve as primary point of contact with senior investment professionals and other stakeholders, including managing expectations on timelines and prioritization.
- Manage the production of ad hoc and recurring reporting materials for internal stakeholders.
- Create and facilitate ongoing production of metrics which measure the effectiveness marketing efforts.
Requirements
The preferred candidate should also possess a successful work history in marketing and/or outreach campaign management, ideally within the financial services industry, and demonstrate the following abilities:
- Superior drive, self-motivation, and the ability to handle tremendous autonomy, including
- comfort with hybrid remote and office work.
- Keen attention to detail.
- Management and appropriate prioritization of competing asks with tight deadlines.
- A basic understanding of financial terms and concepts, e.g., credit terminologies
- 5 to 10 years of marketing and or digital campaign experience; MBA/PGDM in Marketing & Finance required, experience in the financial services or other professional services industries preferred.
- Strong oral and written communication skills as well as excellent time management.
- Computer skills including expertise in Word, Excel, and PPT. Experience with Adobe Creative Suite is a plus
Top Skills
Adobe Creative Suite
Excel
Ppt
Word
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