San Francisco, CA
Salary Estimate: $90,000.00 - $110,000.00
Employment Type: Full Time
Work Place: Office
Experience Required: 1+ to 2 years
Education Required: 4 Year College
Benefits
Job Description
- Working in close collaboration with the Manager and senior leadership, this role will design, produce and edit print marketing and client communications for both new product offerings and existing investment vehicles (e.g., presentations, quarterly client reports, case studies)
- Synthesize investment strategy and research findings into creative visuals that effectively convey complex concepts
- Serve as a central point of contact for marketing materials production, ensuring consistency with the firm’s brand standards
- Maintain and update a centralized database of firm statistics, track record and other information utilized in RFPs and firm marketing
- Own the distribution of client materials, including tracking client communications in the firm’s CRM database
- Assist in the preparation of client due diligence materials, such as RFPs, questionnaires and responses to client follow-up requests
- Assist in the planning and coordination of investor meetings, as well as certain internal senior leadership meetings
- Assist in maintaining the firm’s website
- BA or BS degree from an accredited institution
- Preferably 1 – 3 years of marketing, communications, client relations or design experience, with a firm in the real estate or broader financial services industry a strong plus
- Familiarity with key real estate and/or financial metrics and concepts a plus
- Ability to work cross-functionally with a range of departments and develop relationships in a fast-paced organization
- Ability to prioritize, coordinate, multi-task, and demonstrate initiative, often under tight deadlines and with multiple stakeholders
- Excellent written and verbal communication skills; strong editing and proofreading skills with careful attention to detail
- Experience designing and producing print marketing collateral, particularly for a sophisticated audience
- Mastery of Microsoft PowerPoint and Word; strong proficiency in Excel
- A knack for visual storytelling through graphics (experience with Adobe InDesign and Photoshop is a plus)
- Familiarity with the financial services industry regulatory environment is a plus
Related Jobs
Beverly Hills, CA
Chicago, IL
You have successfully applied for this role!
You can view the status of your application from your dashboard.