Marketing Associate, Private Funds

Responsibilities

• Investment Communication Support: Assist in translating investment strategy, fund structure, and market positioning into polished marketing materials under the guidance of the Senior Managing Director
• Ensure presentations, decks, website copy, and investor communications accurately reflect financial concepts and capital structure details
• Maintain version control and consistency across all investor facing materials
• Digital Funnel Maintenance: Support management of the firm’s digital marketing funnel, ensuring data flows accurately between CRM systems and external platforms
• Track prospect engagement and help prepare reports for the Investor Relations team
• Ensure smooth handoff of qualified prospects to IR
• Content and Social Media Execution: Maintain website content and execute the social media calendar to ensure consistent brand presence
• Assist in coordinating thought leadership pieces, webinars, and educational content related to fund strategy
• Data and KPI Tracking: Track KPIs, MQLs, and engagement trends to support capital formation efforts
• Assist in identifying areas where messaging or targeting may require refinement

Requirements

• Experience 2 to 4 years of experience in marketing, financial services support, exposure to private equity, real estate investment, wealth management, or capital markets is strongly preferred.
• Financial Curiosity: Demonstrated interest in understanding private fund structures, return metrics such as IRR and equity multiples, and capital stack fundamentals.
• Technical Skills: Strong proficiency in PowerPoint and presentation formatting. Familiarity with CRM or marketing automation platforms such as HubSpot is preferred.
• Execution Focus: Ability to manage multiple tasks simultaneously while maintaining a high level of detail and organization.
• Communication: Strong written communication skills and confidence interacting professionally with high net worth investors and internal leadership.

Benefits

• Remote Working environment, all equipment provided
• Potential Bonus Opportunities
• 401(k) Plan
• Medical benefit stipend of $525 per month
• Dental Insurance
• Vision Insurance
• Life, Hospital & Critical Illness Benefits available
• Pet Insurance
• Holiday Pay
• Paid Time Off (PTO)