Company Overview:
A leading private investment firm is seeking a Marketing Associate to join their Investor Relations team. This role will be based in Boston and will support communications, marketing, and events.
Job Responsibilities:
- Monitor IR inbox and provide responses to emails as required
- Generate mailing lists and coordinate sending launch and fund update letters and topical research
- Work with Coverage Officers and Sales Associates to generate fund launch lists and save the date/event invitation lists
- Use systems to create event websites, send invitations, and send fund launch letters and periodic updates
- Lead coordination of Fund webinars including scheduling, RSVP monitoring, set up and release of recordings to LPs
- Help plan Annual Investor Meetings by assisting with meeting invitations, managing internal and LP RSVPs, name badges, queries on hotel reservations, and event app implementation
- Coordinate Diligence Days and provide onsite event management assistance
- Assist with materials preparation including custom investor agendas
- Coordinate logistics for Limited Partner Advisory Board meetings, and special events, along with tracking of LP Advisory Board votes
- Maintenance of Advisory Board member listings, and contacts
- Monitor and grant access to fundraising diligence sites
- Update contact information in Salesforce
- Maintenance and reconciliation of CRM system
- Ad Hoc operations work
- Ability to support international teams at different time zones
- Maintaining documentation / procedures to ensure they remain current
- Assist with facilitation of Deal Announcements
Qualifications:
- Bachelor’s degree and project management experience required
- 1-2 years of experience in an administrative or department coordinator role, preferably within a financial services firm
- Experience in Salesforce and Swoogo preferred
- Strong working knowledge of Microsoft Excel (pivot tables) and ability to work with large amounts of data
Compensation: Salary: $70,000 – $78,000, Plus Bonus
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