Job Description Summary
For over forty years, our company has been home to a dedicated team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
We are an equal opportunity employer.
This position will be a hybrid work arrangement, requiring 2-3 days minimum per week in the office.
The ideal candidate is someone who:
- Can distill complex concepts into engaging content
- Has strong project management experience, including the ability to handle multiple priorities and meet deadlines
- Possesses superior collaboration skills and can work across functional teams and all levels of the organization
- Shows high initiative and is comfortable in a fast-paced environment
- Is very detail-oriented
- Has a sense of humor, is a team player, and is energetic
What You Will Do:
- Develop and implement marketing content for new product launches.
- Participate in product planning, communication plans, and material development.
- Create various launch materials: offering memorandum, presentations, fact sheets, emails, due diligence materials, data room content, and training materials.
- Collaborate with investment, operations, IR, compliance, data, legal teams, and product specialists to define product messaging.
- Implement webcasts, product insights, and update emails to support fundraising.
- Work with external legal counsel on launch and fund close materials.
- Ensure consistent messaging, tone, and branding across all materials.
- Perform other responsibilities as needed.
What You Bring:
- Experience in developing marketing materials for institutional asset management.
- Strong knowledge of marketing communication and relationship management.
- Comfort in providing feedback to senior partners and investment professionals.
- Solid understanding of financial markets, including private equity, private wealth, private debt, real assets/infrastructure, and evergreen products.
- Familiarity with investment concepts and comfort with numbers and analysis.
- Understanding of private markets client nuances.
- Proven business writing skills with excellent grammar, spelling, and proofreading.
- Ability to write clearly about complex concepts and adapt tone based on the audience.
- Independent problem-solving and analytical skills.
Education Preferred:
- Bachelor of Arts (B.A) or equivalent experience or Bachelor of Science (B.S) or equivalent experience
Experience:
- 8-12 Years experience