Marketing/Client Service Analyst or Associate

Stamford, CT

Responsibilities

 

  • Writing, editing and proofreading lengthy, detailed RFPs and RFIs
  • Creating, editing, and updating marketing materials for all fund and service offerings
  • Creating and maintaining client update materials
  • Writing professional responses to investors/clients seeking answers to questions
  • Reading and learning to understand legal disclosure documents
  • Identifying, researching, qualifying, and ranking prospects
  • Supporting senior team members in planning and preparing for roadshows
  • Researching industry publications and databases to support marketing efforts
  • Creating and updating reports using the company’s CRM and proprietary back-office software
  • Performing detailed analyses on industry topics, competitors and client investment portfolios
  • Interfacing with investors, clients and external service providers as required

 

 

 

Requirements

 

  • 1-5 yrs in finance, marketing or related field
  • Strong analytical, strategic, problem-solving skills
  • Salesforce.com exp preferred

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

 

#LI-NM1

Date Posted 10/23/2018
Salary $55,000- $90,000 + Bonus






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