Responsibilities

• Manage distribution of published equity research notes, morning notes, thematic reports, and other research content to the institutional client base.
• Maintain and grow research distribution lists and CRM records.
• Track engagement, readership, and distribution analytics and use those insights to improve outreach.
• Coordinate with research analysts on publication calendars, formatting standards, and client-facing report design.
• Help ensure research materials are presented consistently and professionally across distribution channels.
• Produce marketing materials for M&A and advisory mandates, including teasers, pitch books, league tables, tombstones, and related materials.
• Coordinate closely with the deal team to ensure materials are distributed only after required FINRA information-barrier, confidentiality, and compliance clearances.
• Maintain the firm's deal announcement and tombstone archive.
• Coordinate press releases and external communications for completed transactions.
• Support the development of marketing materials that clearly communicate the firm's advisory capabilities and sector expertise.

Requirements

• Bachelor's degree preferred in Marketing, Communications, Business, Finance, Journalism, Public Relations, or a related field.
• 4+ years of experience in marketing, communications, marketing operations, or a related function, ideally within a sell-side research firm, investment bank, asset manager, or other financial services organization.
• Experience with CRM and distribution platforms, such as Salesforce or research distribution systems.
• Familiarity with FINRA-regulated communications and financial services marketing requirements; experience with research distribution and communications review is a plus.
• Excellent writing and editing skills, with the ability to translate technical insurance and financial content into clear, polished, client-facing materials.
• Strong proficiency in PowerPoint and familiarity with design tools such as Adobe Creative Suite or Canva.
• Experience with website CMS platforms and digital content management is a plus.
• Highly organized, detail-oriented, and deadline-driven, with the ability to manage multiple priorities in a fast-paced environment.
• Comfortable working in a small-team environment where you will own projects and processes from start to finish.
• Strong interpersonal and project-management skills, with the ability to work effectively across research, banking, compliance, and senior leadership.

Benefits

• Medical, Dental, and Vision Insurance
• Company contributions to your Health Savings Account (HSA)
• Company-paid Basic Life Insurance, AD&D, and Long-Term Disability Insurance
• Immediate eligibility for the Company's 401(k) plan
• Eligibility to participate in the company's Employee Stock Ownership Plan (ESOP) after one year of employment
• Flexible Paid Time Off (PTO)
• Reimbursement for select gym and fitness memberships
• Annual bonus opportunity