Responsibilities

• Design and develop comprehensive investor response documents (RFPs and DDQs) that clearly articulate our market positioning and competitive advantages
• Translate raw data and internal insights into visually engaging, intellectually rigorous presentations that resonate with institutional investors and stakeholders
• Synthesize complex information from across the organization into cohesive, compelling marketing collateral including pitch books, one-pagers, fund updates, and thematic research pieces
• Partner cross-functionally with investment, research, and asset management teams to extract and curate the most impactful stories and data points
• Build dynamic dashboards and visual narratives that make complex market information clear and actionable
• Identify opportunities to automate repetitive marketing and research workflows using AI and modern productivity tools, building lightweight internal tools and systems that help the team move faster and produce more
• Conduct market research to identify emerging trends, competitive dynamics, and opportunities that sharpen our positioning
• Continuously refine how we communicate our value proposition to a sophisticated institutional audience

Requirements

• Bachelor's degree in Marketing, Business, Economics, Finance, or a related field
• 3 to 5 years of experience in a role requiring strategic thinking, data analysis, and creative communication, ideally in financial services, real estate, or a data-intensive B2B environment
• Exceptional ability to synthesize complex information into clear, compelling narratives for sophisticated audiences
• Proficiency in data visualization and presentation tools (PowerPoint, Excel, Tableau, or similar); experience with design tools (Adobe Creative Suite, Figma, Canva) a plus
• Strong AI fluency, not just as a user but as a builder; demonstrated ability to leverage AI tools to design workflows, reduce manual effort, and scale output
• Strong written and verbal communication skills, with a demonstrated ability to translate technical or quantitative information into engaging storytelling
• Intellectually curious, detail-oriented, and outcomes-driven
• Ability to thrive in a fast-paced, collaborative environment; ownership mindset and deadline discipline
• Genuine interest in real estate, capital markets, or institutional investing

Preferred

• Experience with design tools (Adobe Creative Suite, Figma, Canva) a plus
• Strong AI fluency; demonstrated ability to leverage AI tools (LLMs, automation platforms, no-code/low-code tools) to design workflows, reduce manual effort, and scale output; comfortable experimenting with new tools and bringing structured solutions to unstructured problems

Benefits

• Comprehensive benefits package including health, dental, and vision insurance
• 401(k) with company matching
• Collaborative work environment at our Hoboken, NJ headquarters
• Direct exposure to senior leadership and the full lifecycle of institutional fundraising
• Access to cutting-edge AI tools and the autonomy to build workflows that shape how the team operates
• A high-growth environment where strong performers take on expanded scope quickly