Marketing Associate – Investment Management Firm

Our client, a fast-growing investment management firm, with $10 billion in AUM, is seeking a Marketing Associate to join their team in the greater Philadelphia area. This role combines investment expertise with marketing skills to create and manage high-quality marketing materials and support business development efforts.

***This is an ON-SITE role. Local candidates only; not open to relocation at this time.

Key Responsibilities:

• Marketing Material Management: Maintain marketing and client presentation materials.
• Database and Communication Support: Assist with client and prospect communications.
• Cross-Functional Collaboration: Work closely with teams across Investments, Sales, Marketing, Operations, Technology, Legal, and Compliance.
• Marketing Strategy Execution: Partner with the Director of Sales and Marketing to enhance marketing efforts, including website management, collateral production, sales enablement, events, sponsorships, and content development.

Requirements:

• Investment Knowledge: Strong understanding of global institutional investment management, equity strategies, and various asset classes.
• Marketing Acumen: Experience in investment writing, marketing collateral production, and client service within asset management or investor relations.
• Technical Skills: Proficiency in Excel and PowerPoint; familiarity with tools like Qvidian, Seismic, or Evestment is a plus.
• Professional Communication: Ability to communicate effectively with internal teams, vendors, and external stakeholders.

Education and Experience:

• Bachelor’s degree in Marketing, Finance, or a related field.
• Proven marketing and client service experience in financial services, within asset management.
• Strong knowledge of financial markets, investment products, and distribution channels.

This is an excellent opportunity to contribute to a dynamic firm while leveraging your marketing and investment expertise.