Institutional Marketing Analyst

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Job Identification Number: 10

Location: New York, NY

Job Type: Direct Hire

Job Category:  Marketing and Sales

Qualified candidates, please attach resume when applying.


Our client, a privately owned global investment firm, is seeking an Institutional Marketing Analyst in their NYC office. The ideal candidate should have experience on the institutional side of the business, a strong understanding of RFPs & DDQs, and 3+ years of relevant experience in an investment firm.

Primary Responsibilities:

  • Produces and manages investment team and senior management biography library, ensuring accuracy in RFPs and marketing materials
  • Maintains database of awards for all active and passive strategies and funds
  • Assists with consultant database communications and upkeep of qualitative and quantitative data
  • Assists with data-related and qualitative portions of RFPs and DDQs
  • Assists with the completion of quarterly client reports
  • Assists in development of quarterly, semi-annual and annual exhibits to Board of Trustees
  • Contributes to building, marketing materials for use across global distribution channels, including corporate marketing materials and active products and strategies



Qualifications and Requirements:

  • 3+ years of experience in an investment firm, preferably on an RFP or marketing team 
  • Bachelor Degree in Communications, Marketing or Business Administration.
  • General understanding of finance including capital markets and different types of investments 
  • Working knowledge of FactSet, Bloomberg and Morningstar Direct is required  
  • Strong Excel skills required (i.e. pivot tables and VLOOKUP’s)