ANALYST - SENIOR MARKETING - PROVIDENCE

Pathway-Capital-Management; Providence (RI); On-site; USD 70,000 - 100,000; Full time

Job summary

Pathway is seeking a highly motivated Senior Marketing Analyst to join its Marketing Operations team. This role supports business development and client service efforts through coordinating bespoke RFPs, high-quality marketing materials, and institutional investor requests.

Up to 50% of time will focus on RFP/RFI/DDQ processes, leveraging strong project management and attention to detail. Pathway is a leading private markets solutions provider with ~250 professionals globally and over $95

Qualifications

• Bachelor’s degree in business, marketing, communications, finance, or a related field.
• 2+ years of experience in RFPs, marketing, communications, business development, investor relations, or a related function; financial services experience strongly preferred.
• Direct experience with RFP, RFI, DDQ, or institutional due diligence is highly preferred.
• Strong writing skills and attention to detail.
• Strong project management skills and ability to manage multiple priorities and deadlines.

Responsibilities

• Lead and coordinate responses to RFPs, RFIs, DDQs, consultant questionnaires, and other due diligence requests from institutional investors and consultants.
• Gather information with cross-functional teams to develop accurate, timely responses.
• Manage multiple concurrent projects and deadlines with high accuracy and attention to detail.
• Maintain and enhance the firm’s repository of approved RFP content and standard responses.
• Identify opportunities to incorporate AI and automation into workflows to improve quality and efficiency.
• Produce presentations, data packages, and marketing materials in response to requests from consultants and clients.
• Help manage the client services workflow and coordinate with internal teams for timely resolution.
• Maintain marketing collateral and digital assets; update industry databases and company profiles.
• Collaborate with global teams on strategic marketing initiatives and ad hoc projects.

Skills

Project management

Attention to detail

Written communication

Collaboration

Analytical thinking

Education

Bachelor's degree in business fields

Tools

CRM platforms

Office software

RFP management software

Job description

Pathway is seeking a highly motivated Senior Marketing Analyst to join its Marketing Operations team. This role supports business development and client service efforts through the coordination of bespoke RFPs, high-quality marketing materials, and institutional investor requests.

A significant portion of this role—up to 50%—will be dedicated to supporting the RFP/RFI/DDQ process. The ideal candidate will have 2+ years of experience working on RFPs in financial services, possess strong project management skills, exceptional attention to detail, and experience developing responses for institutional investors and consultants.

Pathway is a leading private markets solutions provider with ~250 professionals globally and more than $95 billion in assets under management. The firm provides customized investment solutions across the private market spectrum on behalf of institutional investors worldwide.

Key Responsibilities

RFP, RFI, and DDQ Management

• Work with RFP manager to lead and coordinate responses to RFPs, RFIs, DDQs, consultant questionnaires, and other due diligence requests from institutional investors and consultants.
• Liaise with investment, client service, legal, compliance, operations, and business development teams to gather information and develop accurate, compelling, and timely responses.
• Manage multiple concurrent projects and deadlines while ensuring a high level of accuracy and attention to detail.
• Maintain and enhance the firm’s repository of approved RFP content, standard responses, and supporting materials.
• Identify opportunities to incorporate AI and automation into RFP, RFI, and DDQ workflows, improving content management, response generation, process efficiency, and overall quality.

Marketing Operations & Client Services

• Produce presentations, data packages, fact sheets, and other marketing materials in response to requests from consultants, prospects, clients, and internal stakeholders.
• Help manage the client services workflow, ensuring timely responses to inquiries, triaging requests, and coordinating with internal teams to facilitate efficient resolution and follow-through.
• Maintain and update marketing collateral, including presentations, handouts, newsletters, digital assets, and other client-facing materials.
• Manage industry databases, consultant platforms, and company profiles to ensure information remains current and accurate.
• Assist with streamlining internal workflows and processes to improve consistency and efficiency of marketing deliverables.
• Collaborate with colleagues across departments and global offices on strategic marketing initiatives and other ad hoc projects.

Qualifications

• Bachelor’s degree in business, marketing, communications, finance, or a related field.
• Minimum of two years of experience in RFPs, marketing, communications, business development, investor relations, or a related function; financial services experience strongly preferred. Strong preference for candidates with direct RFP, RFI, DDQ, or institutional due diligence experience.
• Demonstrated technical and business writing skills.
• Strong project management skills with the ability to manage multiple priorities and deadlines simultaneously.
• Exceptional attention to detail, organizational skills, and commitment to producing high-quality work.
• Ability to work independently while collaborating effectively across global teams and functional groups.
• Strong critical thinking, analytical, and problem-solving capabilities.
• Proficiency in Microsoft Office Suite, particularly PowerPoint, Excel, and Word.
• Experience with CRM platforms, marketing systems, consultant databases, and/or RFP management software is preferred.

What We Offer

Pathway offers a comprehensive benefits package and a collaborative, high-performing work environment, including:

• Competitive base salary and opportunity for annual bonus.
• Generous healthcare, retirement, and paid time-off benefits.
• Exposure to senior professionals across investment, client service, and business development teams.
• The opportunity to contribute to a leading global private markets investment firm serving sophisticated institutional investors worldwide.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We are committed to maintaining a workplace free from harassment and discrimination.