Responsibilities

• Develop and maintain a strong understanding of the Firm’s investment philosophy, strategies, products, and positioning to support institutional prospecting and client servicing
• Support Relationship Managers by developing and maintaining prospecting materials (e.g., pitch books, factsheets, meeting briefs, and follow-up packages) and coordinating timely internal responses to incoming information requests
• Contribute to the development, formatting, and proofreading of written and presentation collateral to ensure accuracy, consistency, regulatory compliance, and alignment with brand standards
• Assist in the coordination of reviews and approvals with Compliance, including tracking edits and maintaining required documentation prior to distribution
• Help maintain the Firm’s presentation reporting system, consultant databases, and other related sales and marketing systems and platforms, ensuring data accuracy, timely updates, and usable reporting for Relationship Managers
• Assist in the delivery of quarterly updates to core firm and strategy materials by coordinating inputs across teams and ensuring updates are completed on schedule
• Organize and maintain prospect and client materials (digital and print) to ensure information is current, accessible, and compliant
• Help in the preparation of RFPs, DDQs, and other due diligence requests by coordinating inputs across teams and assisting with required responses and attachments
• Contribute to ICM strategic initiatives, process improvements, and other projects as assigned

Requirements

• Bachelor’s degree in finance, marketing, communications, or a related field
• 2–3 years of relevant experience in sales support, marketing, investor relations, client service, or a similar role (asset management experience preferred)
• Excellent written and verbal communication skills, including strong attention to detail and the ability to produce client-ready materials
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) and comfort learning new systems
• Experience leveraging AI tools to improve processes and support content development
• Strong organizational and project management skills, including the ability to prioritize competing deadlines in a fast-paced environment
• Proactive, solutions-oriented approach with sound judgment, discretion, and follow-through
• Analytical capability to support market and peer research, identify trends, and synthesize findings for internal stakeholders
• Collaborative team player who can build effective working relationships across departments
• Demonstrated integrity and commitment to the highest ethical standards

Preferred

• Asset management experience preferred

Benefits

• The Firm offers a competitive compensation package that includes health care plans, 401(k), and top-tier benefits.
• The Firm’s working environment places a strong focus on teamwork and values work-life balance.