Marketing & Investor Relations Coordinator
Listed on 2025-12-02
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Business
Business Development, Business Administration, Financial Analyst, Business Analyst
Marketing & Investor Relations Coordinator
Marble gate Asset Management is a $3.0 billion alternative investment firm investing in credit opportunities and special situations across industries on behalf of institutional and high-net-worth clients. For over fifteen years, we have pursued extraordinary results through collaboration, original thinking, and disciplined execution. With a proven record of transforming businesses and delivering strong risk‑adjusted returns, we invest across asset classes with rigor and creativity.
The Marketing & Investor Relations Coordinator is a key member of our Marketing & Investor Relations team, responsible for supporting best‑in‑class client and prospect engagement. This role combines research, analysis, communications, and project management to enhance our investor experience and drive strategic initiatives.
Key Responsibilities Client & Prospect Engagement- Support relationship management by conducting research and analysis on prospects, clients, markets, and competitors.
- Respond promptly to investor and prospect requests, preparing and updating RFPs, DDQs, and questionnaires.
- Coordinate and follow up on client meetings, calls, and events to ensure seamless communication.
- Create, update, and distribute marketing materials, including presentations, factsheets, and standard DDQs.
- Support the firm’s digital presence through website updates and social media initiatives.
- Organize and support investor events, roadshows, webinars, and conferences.
- Assist in preparing monthly, quarterly, and annual investor reports in collaboration with internal teams and fund administrators.
- Maintain and update the CRM system, ensuring accurate contact data, activity notes, management reporting, and distribution lists.
- Manage investor onboarding by coordinating with legal, operations, and fund administration teams.
- Maintain consultant and third‑party databases, fostering relationships with service providers and vendors.
- Facilitate timely responses to investor inquiries in collaboration with internal and external partners.
- Contribute to special projects and ad‑hoc initiatives as needed.
- Bachelor’s degree in business, finance, marketing, communications, or a related field
- Strong proficiency in Microsoft Excel and Power Point
- Exceptional written and verbal communication skills
- Self‑motivated, dependable, and collaborative, with strong initiative and ownership mentality
- Highly organized, detail‑oriented, and with the ability to manage multiple projects efficiently
- Strong analytical and problem‑solving abilities
- Discretion in handling confidential information
- Unquestionable integrity and professional ethics
- Experience with CRM platforms (e.g., Deal Cloud) preferred
- Associate
- Full‑time
- Marketing, Research, and Project Management
- Marketing Services, Financial Services, and Investment Management
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