The Marketing Associate role provides a close-up view of all aspects of our business and is an important spot to showcase potential. The individual in this position will primarily use PowerPoint and Excel to prepare presentation materials. The right candidate must be a thinker and innovator who can collaborate with others in the Firm to create meaningful and sophisticated slides and presentations.
RESPONSIBILITIES
The individual will be involved in the following critical activities:
- Create visually appealing and technically rich slide content.
- Work closely with the Firm’s Business Development, Investment, Legal and Operations teams to develop content and obtain approval.
- Create presentations using newly created slides and those housed in an “approved” slide library in SharePoint.
- Perform day-to-day production of the Firm’s presentations for clients and prospects, including:
- Assembling and delivering electronic presentations.
- Routing presentations and/or individual slides through the Firm’s approval process (Compliance, Registered Principal).
- Updating (monthly, quarterly) Firm and fund data pages.
- Updating pages for client-specific meetings.
- Focus on three aspects of the presentations: message, look-and-feel and graphic elements (using PowerPoint and Excel).
- Offer constructive ideas on incorporating effective visual communication techniques.
- Manage multiple projects simultaneously, ensuring that deadlines are met.
- Perform related duties as assigned.
EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS
The ideal experience and critical competencies for the role include the following:
- BA/BS degree or equivalent in Finance, Economics, Marketing or a related field.
- Knowledge of and experience with alternative investments (hedge funds, private equity, real estate, and/or infrastructure) preferred.
- Two to three years of related experience creating marketing materials for an investment firm preferred.
- Experience working with Microsoft PowerPoint and Excel required.
- Flair for design/visual communication is beneficial.
- High attention to detail, including solid proofreading skills, is critical.
- Strong communication skills with the ability to create effective materials with text, diagrams and graphics.
- Demonstrated team player.
- Excellent project management skills, including the ability to manage multiple projects simultaneously, often under tight deadlines.
