Marketing & Investor Relations Analyst | Boston-Based Asset Manager

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

A Boston-based asset manager is expanding its Marketing & Investor Relations function and is seeking aMarketing & Investor Relations Analystto join a collaborative high-performing team. This role offers hands-on exposure to institutional marketing investor communications and business development support across multiple client channels within a well-regarded investment platform.

The Role

This position sits within the firms institutional marketing and RFP function and plays a key role in supporting sales investor relations and client service initiatives. The analyst will help manage and execute RFPs DDQs and client data requests while partnering closely with internal stakeholders across investments sales and operations.

This is an excellent opportunity for an early-career professional who enjoys structured deadline-driven work; takes pride in accuracy and clarity; and is looking to build a strong foundation in asset management marketing and investor communications.

What Youll Do

Manage and support the end-to-end execution ofRFPs DDQs and investor questionnaires ensuring accuracy consistency and timely delivery
Prepare edit and customizeinvestor-facing marketing materials written responses and supporting content aligned with firm messaging
Compile validate and distributeperformance portfolio characteristics personnel and asset datafor internal and external use
Maintain and enhance a centralizedRFP and marketing content library including periodic updates and reviews with subject matter experts
Update and manage the firms presence onthird-party databases and due diligence platforms(e.g. eVestment Diligence Vault or similar)
Collaborate cross-functionally withinvestment sales operations and compliance teamsto ensure marketing materials reflect current insights and priorities
Contribute to special projects focused onprocess improvement content quality and client engagement

What Were Looking For

Experiencein asset management investor relations institutional marketing RFP management or a related financial services role
Strongwriting and editing skills with the ability to translate complex investment concepts into clear polished messaging
High attention to detail and strongproject management skills; comfortable managing multiple deadlines simultaneously
Analytical mindset and comfort working withdata metrics and validation processes
Proficiency in Microsoft Office; experience withRFP tools CRM systems or investor databasesis a plus

This role is well-suited for someone early in their career who wants to build depth ininstitutional marketing and investor relations gain exposure to the inner workings of an asset manager and grow within a structured team-oriented environment.

The Role

What Youll Do

Manage and support the end-to-end execution ofRFPs DDQs and investor questionnaires ensuring accuracy consistency and timely delivery
Prepare edit and customizeinvestor-facing marketing materials written responses and supporting content aligned with firm messaging
Compile validate and distributeperformance portfolio characteristics personnel and asset datafor internal and external use
Maintain and enhance a centralizedRFP and marketing content library including periodic updates and reviews with subject matter experts
Update and manage the firms presence onthird-party databases and due diligence platforms(e.g. eVestment Diligence Vault or similar)
Collaborate cross-functionally withinvestment sales operations and compliance teamsto ensure marketing materials reflect current insights and priorities
Contribute to special projects focused onprocess improvement content quality and client engagement

What Were Looking For

Experiencein asset management investor relations institutional marketing RFP management or a related financial services role
Strongwriting and editing skills with the ability to translate complex investment concepts into clear polished messaging
High attention to detail and strongproject management skills; comfortable managing multiple deadlines simultaneously
Analytical mindset and comfort working withdata metrics and validation processes
Proficiency in Microsoft Office; experience withRFP tools CRM systems or investor databasesis a plus