Marketing & Investor Relations Coordinator

Marblegate Asset Management; Greenwich (CT); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading asset management firm in Connecticut is seeking a Marketing & Investor Relations Coordinator. This full-time role involves supporting client engagement, preparing marketing materials, and managing investor relations. The ideal candidate should have a Bachelor’s degree in a relevant field and strong skills in Microsoft Excel and communication. This position offers opportunities for growth within a collaborative team environment.

Qualifications

• Bachelor’s degree in business, finance, marketing, communications, or a related field.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Exceptional written and verbal communication skills.
• Self-motivated, dependable, and collaborative.
• Highly organized and detail-oriented.
• Strong analytical and problem-solving abilities.
• Experience with CRM platforms preferred.

Responsibilities

• Support relationship management by conducting research and analysis.
• Respond promptly to investor and prospect requests.
• Create and distribute marketing materials.
• Assist in preparing investor reports.
• Maintain and update the CRM system.
• Manage investor onboarding.

Skills

Strong proficiency in Microsoft Excel

Strong verbal communication skills

Strong written communication skills

Analytical abilities

Problem-solving abilities

Detail-oriented

Organizational skills

Self-motivated

Education

Bachelor’s degree in business, finance, marketing, communications, or related field

Tools

CRM platforms (e.g., DealCloud)

Job description

Marketing & Investor Relations Coordinator

Marblegate 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.

Marketing & Communications

• 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.

Reporting & Data Management

• 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.

Operational Excellence

• 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.

Qualifications

• Bachelor’s degree in business, finance, marketing, communications, or a related field
• Strong proficiency in Microsoft Excel and PowerPoint
• 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., DealCloud) preferred

Seniority level

• Associate

Employment type

• Full‑time

Job function

• Marketing, Research, and Project Management

Industries

• Marketing Services, Financial Services, and Investment Management