Senior Associate, Marketing and Business Development Overview • The Senior Associate, Marketing and Business Development will support business development initiatives, ensuring high-quality client-facing materials and strategic clarity. • Collaborate closely with investment teams to develop compelling proposals, RFPs, DDQs, and pitch materials tailored to client needs. • Maintain and enhance content libraries, ensuring consistency, accuracy, and alignment with firm standards. • Research prospective clients to understand their needs and competitive landscape, driving effective positioning strategies. • Develop data visualizations and exhibits that effectively communicate investment strategies and insights. • Support CRM management and pipeline tracking, ensuring timely reporting and opportunity analysis. • Bring intellectual curiosity to workflow tools and AI applications, enhancing team efficiency. • Contribute to the firm's strategic initiatives, bridging investment insights with business development goals. Senior Associate, Marketing and Business Development Key Responsibilities & Duties • Collaborate with investment teams to create accurate, compelling business development materials. • Manage RFP responses from inception to submission, coordinating with multiple departments. • Develop and maintain a best-practice content library, improving quality and consistency. • Create custom exhibits and pitch materials for client presentations and finalist meetings. • Conduct research on prospective clients to tailor strategies and materials effectively. • Utilize CRM systems to manage pipelines, track deadlines, and produce insightful reports. • Apply AI and workflow tools to streamline processes and enhance productivity. • Ensure alignment of client-facing materials with strategic objectives and firm standards. Senior Associate, Marketing and Business Development Job Requirements • Bachelor of Arts degree with a strong foundation in investment fluency across asset classes. • Minimum of 4 years of experience, with 8 years preferred, in investment, research, or consulting roles. • Proficiency in CRM systems, Excel, PowerPoint, and data visualization tools. • Demonstrated project management skills, capable of managing complex proposals end-to-end. • Strong written communication skills, able to distill complex topics effectively. • Collaborative mindset with a commitment to ownership and quality in deliverables. • Progress toward or holding CFA or CAIA designation is preferred. • Hybrid consulting or OCIO-style background is advantageous.