Senior Associate, Marketing And Business Development

Job DetailExperience Level Associate DirectorDegree Type Bachelor of Arts (BA)Employment Full TimeWorking Type HybridJob Reference 0000020617Salary Type AnnuallyIndustry Asset Management;Hedge Fund;Private Equity;Venture Capital and Private EquitySelling Points Elevate your career by driving impactful business development strategies. Collaborate with investment experts to create compelling client-facing materials. Enhance your skills in a dynamic, hybrid work environment.Job DescriptionSenior Associate, Marketing and Business Development OverviewThe Senior Associate, Marketing and Business Development will support business development initiatives, ensuring high-quality client-facing materials and strategic clarity.Collaborate closely with investment teams to develop compelling proposals, RFPs, DDQs, and pitch materials tailored to client needs.Maintain and enhance content libraries, ensuring consistency, accuracy, and alignment with firm standards.Research prospective clients to understand their needs and competitive landscape, driving effective positioning strategies.Develop data visualizations and exhibits that effectively communicate investment strategies and insights.Support CRM management and pipeline tracking, ensuring timely reporting and opportunity analysis.Bring intellectual curiosity to workflow tools and AI applications, enhancing team efficiency.Contribute to the firm's strategic initiatives, bridging investment insights with business development goals.Senior Associate, Marketing and Business Development Key Responsibilities & DutiesCollaborate with investment teams to create accurate, compelling business development materials.Manage RFP responses from inception to submission, coordinating with multiple departments.Develop and maintain a best-practice content library, improving quality and consistency.Create custom exhibits and pitch materials for client presentations and finalist meetings.Conduct research on prospective clients to tailor strategies and materials effectively.Utilize CRM systems to manage pipelines, track deadlines, and produce insightful reports.Apply AI and workflow tools to streamline processes and enhance productivity.Ensure alignment of client-facing materials with strategic objectives and firm standards.Senior Associate, Marketing and Business Development Job RequirementsBachelor of Arts degree with a strong foundation in investment fluency across asset classes.Minimum of 4 years of experience, with 8 years preferred, in investment, research, or consulting roles.Proficiency in CRM systems, Excel, PowerPoint, and data visualization tools.Demonstrated project management skills, capable of managing complex proposals end-to-end.Strong written communication skills, able to distill complex topics effectively.Collaborative mindset with a commitment to ownership and quality in deliverables.Progress toward or holding CFA or CAIA designation is preferred.Hybrid consulting or OCIO-style background is advantageous.