Marketing Associate / EA
Pelham Berkeley Search
Greenwich, CT
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JOB DETAILS
SALARY
$80,000–$100,000
LOCATION
Greenwich, CT
POSTED
30+ days ago
We are a high-end fund with decades of experience in delivering strong, risk-adjusted investment performance and we are seeking a dynamic Marketing Associate / Executive Assistant to directly support the CEO.
This hybrid role offers a unique blend of marketing creativity and high-level administrative support, giving you the opportunity to contribute to growth initiatives while working closely with executive leadership.
If you thrive in a fast-paced environment, are highly organized, and possess a passion for both marketing and executive support, this is your chance to make a meaningful impact.
This is a hybrid role where you will be onsite in Connecticut four days per week and WFH one day per week.
Responsibilities include:
A. Marketing Duties
- Assist in the design, development, and maintenance of marketing content with participation in strategy formulation for marketing campaigns/activities.
- Update monthly and quarterly presentation materials, including newsletters, fact sheets, presentation books,...
- Support the Marketing team in ad hoc requests, including sending out materials, sending meeting calendar invitations and updating Salesforce records.
- Maintain and update the firm's website regarding performance data
- Perform data hygiene and update records in Salesforce
- Provide high-level administrative support to the CEO; manage scheduling and select correspondence, book travel, submit expenses, and coordinate external meetings.
- Comfortable managing calendar scheduling, travel arrangements, and expense submissions
- Schedule and confirm meetings, Teams/WebEx/Zoom conference calls for the CEO, including prep of client review packets, supporting notes/documents, and investment objectives for each meeting.
- Proficiency in PowerPoint, Excel, and Adobe suite
- Experience with CRM tools such as Salesforce preferred
- Excellent organizational skills with meticulous attention to detail
- Ability to prepare and update marketing materials, presentations, and fact books with accurate performance data
- Strong interpersonal and client relationship abilities
- Ability to work independently and as part of a collaborative team
- Exceptional written and verbal communication skills
- Capable of managing multiple priorities and deadlines effectively
- Support external meetings and internal team collaboration as needed
- Knowledge of mutual funds, hedge funds, asset management, separately managed accounts, or public equities
- Previous experience in financial services or investment management marketing
- Familiarity with content development and marketing strategy
- Bachelors degree; Associates degree plus relevant work experience will be considered
- Prior experience in a similar marketing or executive support role preferred
- Demonstrated ability to balance administrative duties with marketing responsibilities
About the Company
P
Pelham Berkeley Search
A Stress-Free Job Search
At Pelham Berkeley Search, we help talented professionals land great jobs. No pressure. No time wasted. No stress. Just respect, courtesy and incredible career opportunities.
Since 1995, we have been helping professionals advance their careers.
We offer you:
- Temporary, contract and full-time career opportunities
- An inside track to top employers with whom we have deep relationships
- Access to jobs that are not advertised anywhere else
- Expert advice to help you achieve your career goals
Whether you’re looking to take the next step in your career or you’re seeking the flexibility of contract work, we will help you find the best match for your unique skills, experience and career goals.
COMPANY SIZE
20 to 49 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
1995
WEBSITE
http://www.pbsearch.com/