Marketing & Investor Relations Assistant recruitment
The firm will provide relocation assistance to the right candidate if needed.
Duties and Responsibilities:
- Assist marketing and client service executives by coordinating meetings and schedules and handling busy travel schedules from start to finish.
- Manage, update and maintain the Client Relationship Management (CRM) database
- Create, produce and deliver marketing materials including presentations, reports, etc.
- Update and maintain client reports while tracking data and statistics including assets under management, client lists and portfolio characteristics
- Assist in answering and coordinating RFP’s and updating the RFP database
- Conduct prospect and pipeline reporting as requested
- Coordinate and manage conferences
- Answer ad hoc requests
Background Requirements:
- 1 – 3 years of experience within the financial services industry, preferably within the marketing or investor relations field
- Ability to create presentations and marketing materials using notes from various meetings
- Proficiency using Microsoft Office (PowerPoint, Excel, Word) and CRM database software
- Ability to work on multiple projects while adhering to strict deadlines
- Knowledge of the institutional asset management industry with the ability to understand investment finance and asset management concepts
- BA/BS required
Keywords: Marketing Associate, Marketing Communications, Investor Relations, Client Service, Client Reporting, Marketing Materials, Marketing Collateral, Marketing Presentations, PowerPoint, Portfolio Reports, CRM, SANT, RFP, RFI, RFQ, Request for Proposal, North Carolina, NC, Carolinas, Raleigh, Durham
August 8, 2012
• Tags: Equities careers in the USA, Marketing & Investor Relations Assistant recruitment • Posted in: Financial