Marketing Associate

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.

• 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

• 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

Salary: $70,000 - $78,000, Plus Bonus