A top investment management firm based in San Francisco is seeking a Finance Product Marketing Associate to join their growing team. In this role, you will directly contribute to the business development and client service efforts by producing timely, accurate, and high-quality responses to RFPs, RFIs, and DDQs from institutional and intermediary clients.

Comp package: $100k - $145k + Bonus + Excellent Benefits!

Key Responsibilities:

• Manage the full lifecycle of RFP/RFI/DDQ responses, from initiation through submission, ensuring content is timely, accurate, and aligned with the firm’s messaging.
• Work closely with the Sales and Client Services teams to understand business priorities and provide context for responses.
• Maintain and update consultant databases with high-quality, accurate content that reflects the firm’s strengths.
• Review, edit, and proofread responses to ensure clarity, consistency, and accuracy.
• Contribute to research and other special projects as needed.
• Provide general support to the team with administrative tasks, as required.

What We’re Looking For:

• 2-8 years of experience in investment management, with a focus on RFP, RFI, and DDQ responses.
• A strong understanding of equities, fixed income, and traditional investment vehicles (mutual funds, separate accounts, CITs, etc.).
• Excellent writing and editing skills, with an eye for detail and accuracy.
• Ability to work under pressure, manage multiple deadlines, and prioritize effectively.
• Proficiency in Microsoft Office Suite (especially Word and Excel).
• Strong analytical and problem-solving abilities, with a proactive approach to tasks.
• A collaborative and approachable team player with strong interpersonal skills.
• A Bachelor’s degree in a relevant field (e.g., Business, Finance, Marketing, Communications, English).
• An MBA, CFA, or equivalent professional designation is a plus.

Why Join Us?

• Competitive salary and bonus structure
• Comprehensive benefits package, including 100% coverage of medical, dental, and vision premiums for you and your family.
• Hybrid work model offering flexibility (3 days in-office, 2 days remote).
• Commuter benefits
• Opportunities for professional growth

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