Investment Marketing Specialist
Core
Create and execute investment marketing content and campaigns for private clients, endowments, foundations, and institutional investors.
Role type
Investment Marketing Specialist
Builds
Pitch books, presentations, fund overviews, commentaries, case studies, fact sheets, and digital engagement materials.
Domain
Investment Management / Financial Services
Deliverable
product features
Required skills
Investment marketing, content development, project management, writing, editing, client messaging, campaign coordination, compliance review, CRM usage, digital marketing tools
Preferred skills
Private markets knowledge, alternatives experience, visual storytelling, presentation design, marketing automation
Technologies
Microsoft PowerPoint, Word, Excel, CRM systems, marketing automation platforms
Responsibilities
Develop investment commentary and content for PCE&F audience; Create and maintain marketing materials; Coordinate digital marketing initiatives including webinars and podcasts; Support client-facing teams with prospect materials; Manage content workflows and compliance reviews.
Seniority
Mid-Senior, hands-on IC