Marketing/Client Service Analyst or Associate

Stamford, CT



  • 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






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


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

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