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Résumé du poste
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.
Responsabilités
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.
Connaissances
Strong proficiency in Microsoft Excel
Strong verbal communication skills
Strong written communication skills
Analytical abilities
Problem-solving abilities
Detail-oriented
Organizational skills
Self-motivated
Formation
Bachelor’s degree in business, finance, marketing, communications, or related field
Outils
CRM platforms (e.g., DealCloud)
Description du poste
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.
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