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Marketing/Investor Relations Associate

  • Job type: Permanent
  • Job reference: : BBBH126687
  • Location: USA, Connecticut, Westport
  • Sector: Finance, Research, Economics & Investor Relations, Renewables
  • Salary: US$130000 - US$160000 per annum
  • Date posted: 24/05/2018
This vacancy has now expired.
*Assist with drafting and updating the due diligence data room
*Complete first drafts of due diligence questionnaires
*Perform analyses, update text and spreadsheets
*Prepare marketing presentations
*Conduct market research in industry databases such as Preqin, Infrastructure Investor and FINTRX family office database, including linked-in
*Maintain calendar of conferences and industry associations
*Maintain list and schedule of updates for industry data bases
*Maintain marketing budget
*Assist with planning and execution of Annual Investors Meeting
*Coordinate email distribution of newsletter and other marketing communications
*Salesforce: produce fundraising reports, input new information, track fundraising campaigns
*Conduct outreach to new prospective investors via cold calls and email campaigns
*Interface with investors, as necessary
*Provide general professional support to marketing, fundraising and investor relations activities
*5+ years of experience at investment firm in a marketing and investor relations private investments group
*Series 7 or Series 79 and Series 63, preferred
*Undergraduate degree from a top school
*MBA preferred but not required
*Strong Microsoft Office skills (power point, excel, and word)
*Strong analytical, written, client relations and project management skills
*Familiarity with Salesforce and Industry Databases
*Experience with the telephone

*Positive attitude
*Can-do mentality
*Exceptionally organized
*Enjoys camaraderie of working on a team
*Ability to support Partner partially off-site

Spencer Ogden is acting as an Employment Agency in relation to this vacancy.