Marketing & Investor Relations Coordinator
marblegate asset managementGreenwich (CT)
Marketing & Investor Relations Coordinator
Posted 6 days ago
marblegate asset managementGreenwich (CT)
SENIORITY
Senior
About the role
Marketing & Investor Relations Coordinator
Marblegate Asset Management is a $3.0 billion alternative investment firm investing in credit opportunities and special situations across industries on behalf of institutional and high-net-worth clients. For over fifteen years, we have pursued extraordinary results through collaboration, original thinking, and disciplined execution. With a proven record of transforming businesses and delivering strong risk-adjusted returns, we invest across asset classes with rigor and creativity.
The Marketing & Investor Relations Coordinator is a key member of our Marketing & Investor Relations team, responsible for supporting best-in-class client and prospect engagement. This role combines research, analysis, communications, and project management to enhance our investor experience and drive strategic initiatives.
Key Responsibilities:
Client & Prospect Engagement
Support relationship management by conducting research and analysis on prospects, clients, markets, and competitors.
Respond promptly to investor and prospect requests, preparing and updating RFPs, DDQs, and questionnaires.
Coordinate and follow up on client meetings, calls, and events to ensure seamless communication.
Marketing & Communications
Create, update, and distribute marketing materials, including presentations, factsheets, and standard DDQs.
Support the firm's digital presence through website updates and social media initiatives.
Organize and support investor events, roadshows, webinars, and conferences.
Reporting & Data Management
Assist in preparing monthly, quarterly, and annual investor reports in collaboration with internal teams and fund administrators.
Maintain and update the CRM system, ensuring accurate contact data, activity notes, management reporting, and distribution lists.
Manage investor onboarding by coordinating with legal, operations, and fund administration teams.
Operational Excellence
Maintain consultant and third-party databases, fostering relationships with service providers and vendors.
Facilitate timely responses to investor inquiries in collaboration with internal and external partners.
Contribute to special projects and ad-hoc initiatives as needed.
Qualifications:
Bachelor's degree in business, finance, marketing, communications, or a related field
Strong proficiency in Microsoft Excel and PowerPoint
Exceptional written and verbal communication skills
Self-motivated, dependable, and collaborative, with strong initiative and ownership mentality
Highly organized, detail-oriented, and with the ability to manage multiple projects efficiently
Strong analytical and problem-solving abilities
Discretion in handling confidential information
Unquestionable integrity and professional ethics
Experience with CRM platforms (e.g., DealCloud) preferred
Seniority level
Associate
Employment type
Full-time
Job function
Marketing, Research, and Project Management
Industries
Marketing Services, Financial Services, and Investment Management
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