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This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $75,000.00 / yr - $80,000.00 / yr
Additional compensation types Annual Bonus
Direct message the job poster from Connect Search, LLC
Marketing Associate We are seeking a motivated and detail-oriented Marketing Associate to join the team of a high profile financial services firm in Chicago. This role is ideal for a marketing professional with 2–3 years of experience who is eager to gain hands-on experience in the investment management industry. The Marketing Associate will support a variety of initiatives, including client communications, marketing collateral development, and database management, playing a key role in how we present our firm to clients, prospects, and consultants.
Key Responsibilities
Collaborate with the Marketing Manager and Chief Marketing Officer to complete client, prospect, and consultant questionnaires, as well as maintain related databases.
Prepare and submit Requests for Proposals (RFPs) and other information requests from prospective clients and consultants.
Conduct research to gather data supporting performance narratives and write monthly commentary pieces highlighting strategy positioning and market insights.
Update and maintain external databases on a monthly and quarterly basis , ensuring accuracy across performance, holdings, assets, characteristics, personnel, and other firm metrics.
Analyze firm-related data to determine the most relevant and strategic information for marketing materials and responses.
Generate reporting and analytics, including performance reports, attribution data, and portfolio characteristics , using systems such as FactSet, eVestment, Morningstar, and Crystal / Advent Geneva.
Assist in the creation of marketing presentations, fact sheets , and other client-facing materials.
Support special projects and additional initiatives as assigned by the Marketing Manager and Chief Marketing Officer.
Qualifications
Bachelor’s degree in Marketing, Communications, Finance, Economics, or a related field.
2–3 years of marketing experience, ideally in financial services or asset management.
Proficiency in Microsoft Office Suite, with strong Excel skills preferred.
Excellent writing, editing, and data analysis skills , with the ability to translate complex information into clear, compelling content.
Highly organized and detail-oriented , with the ability to manage multiple deadlines and projects simultaneously.
Strong communication and interpersonal skills, with a collaborative, team-oriented mindset.
Self-starter who can work independently while supporting team goals.
Seniority level Associate
Employment type Full-time
Job function Marketing
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Marketing Associate • Chicago, IL, United States