Marketing Reporting Associate

We are looking for a Marketing Reporting Associate to support the creation of high-quality, compliant reporting materials for institutional investors and consultant audiences. This position works closely with relationship management, investment, and product teams to keep marketing content accurate, relevant, and aligned with business priorities. The role offers the chance to contribute to a global investment management environment while improving the quality and efficiency of proposal and reporting deliverables.

Responsibilities:

• Prepare customized proposals, due diligence responses, and consultant materials that are accurate, timely, and aligned with regulatory and internal standards.

• Work closely with client-facing and consultant relations partners to shape messaging that reflects current strategies and business objectives.

• Keep marketing data, product details, and investment information current across multiple strategies and asset classes.

• Coordinate with investment professionals and product specialists to gather insights that strengthen client and consultant reporting content.

• Support ongoing consultant relations activity by helping maintain clear, consistent, and responsive communications.

• Use proposal management platforms such as Loopio to organize content and improve the efficiency of recurring reporting workflows.

• Review written materials carefully to ensure they are precise, complete, and tailored to the needs of each audience.

• Help identify and implement process improvements that enhance the consistency and turnaround time of reporting deliverables.

• Monitor market and industry developments and incorporate relevant context into reports and marketing responses.We are looking for a Marketing Reporting Associate to join our team in Boston, Massachusetts. In this role, you will support a global investment management platform, focusing on institutional clients and consultants. This is an excellent opportunity to collaborate across teams, manage essential marketing content, and contribute to the success of a dynamic organization.

Responsibilities:

• Create and deliver high-quality RFPs, DDQs, and consultant reports that meet compliance standards and client expectations.

• Collaborate with client and consultant relations teams to ensure marketing content aligns with organizational goals.

• Maintain and update accurate marketing and strategy information across various asset classes.

• Partner with investment and product teams to gain insights and enhance reporting materials.

• Provide ongoing support for consultant relations, ensuring effective communication and engagement.

• Utilize tools such as Loopio to streamline the proposal and reporting processes.

• Ensure all written materials are thorough, precise, and tailored to client needs.

• Contribute to the development of initiatives that improve the efficiency of reporting and proposal workflows.

• Stay informed about financial market trends and integrate relevant insights into reporting.

• Assist in identifying opportunities for career growth within the organization.

Qualifications:

• Minimum of 3–5 years of experience in asset management or a related field.

• Expertise in producing RFPs, DDQs, and other client-centric reports.

• Strong analytical skills paired with excellent writing abilities.

• Solid knowledge of financial markets and investment strategies.

• Proficiency in tools like Loopio or similar platforms for proposal management.

• Ability to work collaboratively across teams and maintain attention to detail.

• A proactive and organized approach to managing multiple priorities.

• Commitment to delivering high-quality work in a fast-paced environment.

Compensation

$80,000.00-$95,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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