Marketing Operations Associate - Investor Relations
Origin Staffing
Origin Staffing is conducting a confidential search for a Marketing Operations Associate Investor Relations with one of most prestigious global investment management firms.
This is an excellent opportunity for an ambitious highly organized early-career professional to join a world-class investment organization and gain valuable exposure to the private equity and alternative investments industry.
Working closely with Investor Relations leadership and investment professionals youll play an important role in supporting investor communications coordinating high-profile events managing marketing operations and maintaining critical investor relationship data.
This is an operations and coordination-focused opportunity rather than a direct fundraising or business development position. The ideal candidate enjoys working behind the scenes managing multiple priorities organizing information and ensuring that important client-facing initiatives run seamlessly.
Why This Opportunity Stands Out
- Premier Investment Platform: Join a globally recognized private investment firm with an outstanding reputation sophisticated investment strategies.
- Excellent Career Foundation: Develop valuable experience across investor relations marketing operations financial services CRM systems and event management.
- High-Visibility Exposure: Collaborate with accomplished Investor Relations professionals and support initiatives involving institutional investors and senior leadership.
- Long-Term Growth Potential: Join an organization known for investing in its people with opportunities to expand responsibilities and develop professionally.
- Outstanding Compensation & Benefits: Competitive base salary annual performance bonus generous employer-funded profit sharing comprehensive healthcare retirement benefits and additional employee perks.
What Youll Be Doing
As part of the Investor Relations Operations team youll help coordinate the communications technology data and events that support a global investor relations function.
Your responsibilities will include:
- Investor Communications & Marketing Support: Monitor shared investor relations inboxes coordinate investor communications prepare distribution lists and assist with fund announcements updates and marketing correspondence.
- CRM & Database Management: Maintain accurate investor and contact information in Salesforce update distribution lists reconcile records and ensure data integrity across marketing and investor relations systems.
- Event & Webinar Coordination: Support investor meetings webinars and special events by managing invitations registrations RSVPs attendee information scheduling and event logistics.
- Marketing Technology: Utilize Salesforce Swoogo and other tools to support email distributions event websites communications and marketing operations workflows.
- Team & Project Coordination: Partner with Investor Relations professionals on investor presentations meeting materials custom agendas document access and other important departmental initiatives.
- Process Improvement: Help maintain documentation organize workflows and identify opportunities to improve efficiency and the overall investor experience.
What Were Looking For
- Professional experience in an administrative department coordinator marketing operations client service support or similar role.
- Experience within financial services investment management asset management private equity or a related professional services environment is highly preferred.
- Strong organizational skills exceptional attention to detail and the ability to manage multiple projects and competing deadlines.
- Proficiency in Microsoft Excel including working with spreadsheets large datasets and pivot tables.
- Experience with Salesforce or another CRM platform is highly desirable; exposure to Swoogo or similar event management software is a plus.
- Excellent written and verbal communication skills with a polished professional and service-oriented approach.
- A proactive dependable team player who enjoys taking ownership supporting colleagues and improving processes.
Who Would Excel in This Role
We are particularly interested in professionals currently working as Client Services & Administrative Associates Department Coordinators Marketing Coordinators Investor Relations Coordinators CRM Coordinators or Events/Marketing Operations Associates who enjoy the operational and organizational aspects of their work.
You do not need direct private equity experience to be successful. A strong foundation in coordination communication data management and operational support combined with an interest in financial services can make you an excellent fit.
This position offers an attractive combination of prestige stability meaningful responsibility excellent compensation and long-term career development within a leading global investment organization.
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