Marketing Analyst
Confirmed live in the last 24 hours
Milwaukee, WI, USA
Experience Level
Desired Skills
Adobe Illustrator
  • 3-5 years of marketing, business development or relevant experience within a hedge fund or financial services organization
  • Proficiency in Adobe Illustrator, Adobe InDesign, and Microsoft Office PowerPoint and Excel
  • Ability to work a hybrid schedule out of our Milwaukee office #LI-Hybrid
  • Creative thinker; excellent listener and communicator
  • Aptitude for complex and challenging subject matter
  • The ability to handle and prioritize multiple tasks; adherence to due dates and deadlines
  • Effective problem solving, organizational, and analytical abilities
  • A self-motivated and results-driven personality
  • Willingness to help where needed and a desire to learn new skills
  • The desire to be a part of an exceptional team in a forward-thinking environment
  • Assist with the creation of compelling marketing materials ensuring consistent messaging and conformity with brand guidelines
  • Manage the marketing material review and approval process including coordination of all relevant parties, version management and timely completion
  • Oversight and maintenance of third-party databases and capital introduction profile pages
  • Support delivery of marketing communication via presentations, seminars and other events, public relations, website and other approved media
  • Maintain current and compelling content on and perform necessary maintenance to update the platform. Maintain relationship with website consultant and manage related projects
  • Coordinate social media posts ensuring compliance approval
  • Facilitate video conference meetings
  • Ensure consistent application of Firm brand management guidelines across external and internal materials
  • Raise awareness of Firm brand through educational initiatives and assisting Firm departments with applying brand guidelines to materials they develop
  • Maintain marketing library including approved marketing materials (print, electronic, audio and video), press mentions, awards and other recognition
  • Assist with competitive research as needed and make suggestions for potential impact to current marketing messages/materials and prepare educational messages for the firm
  • Support the business development process through the creation, maintenance and completion of internal sales tools (e.g. term sheets, pipeline tracking, updating CRM, etc.)
  • Provide proactive and collaborative support to the Operations Departments during the client onboarding process, new strategy rollouts and other cross-departmental projects
  • Assist with the planning, coordination, and administration of investor events
  • Coordinate investor/prospectmeetings for Business Development team members including scheduling meetings and travel, preparing, and delivering meeting materials, gathering and documenting post-meeting notes and sending follow up communications, as needed
  • Coordinate registration for conferences to be attended by Business Development team members, preparation, and delivery of marketing materials for the conference, and capturing feedback and preparation and completion of follow up tasks
  • Manage and maintain memberships for the Business Development team and firm, as needed
  • Organize CRM entries
Capital Management