Marketing Associate

Our client is an investment company focused on private equity, private credit, real estate, real assets, and hedge funds.  

As the company continues to grow, they are seeking an energetic Sales and Marketing Associate to add to the team. The best fit for this role has an understanding of marketing and analysis, calendar management, and can support a small team of sales professionals on the team. This role is located in Houston, Texas, and is required to be on-site.

What's in it for YOU?

  • Competitive Pay and Benefits!
  • Ability to have a strong mentor, as the best fit will be someone that can be mentored.
  • This is a special industry that knows how to connect with the right people in a small and powerful institutional finance world!
  • With ten offices worldwide, our client's reach is extensive and dedication to capital raising is unparalleled. 
  • The professionals you get to work with have strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the US, Europe and Asia Pacific.

What YOU get to go DO with this mission driven company!

  • Working closely with various members of sales team on Private Equity, Real Assets, and Real Estate funds. 
  • Research and preparation of briefing notes for investor meetings. 
  • Constant use of CRM system to ensure all calls, meetings and new contacts are recorded in the system.
  • Calendar management for the team (arranging meetings, making lunch & dinner reservations, organizing conference calls). 
  • Create and prepare reports for information management. 
  • Circulate information, reports, meeting notes and other summaries internally and to clients.
  • Arranging/booking travel as necessary. 
  • General Administration such as compiling and submitting expense claims for team.
  • Dealing with all logistics relating to roadshows throughout United States and occasionally internationally including arranging travel (hotels, cars,  and flights), produce detailed travel & meeting itineraries, update project management team and Clients on confirmed meetings, logistics, roadshow calendar, briefing notes, production and distribution of presentations, and liaising with investors meetings. 
  • Distribute and check marketing materials and ensuring follow up consistent with FINRA regulations. 
  • Check meeting notes and call notes entered correctly in Salesforce and spell checked, formatted.
  • Arranging Investor/Client conference calls.

What you NEED to SUCCEED in this challenging role:

  • 3+ years of experience as an executive assistant, marketing associate, or similar role.
  • Bachelor’s Degree or equivalent. 
  • Proficiency in Excel is required.
  • Concur is a plus.
  • Salesforce is a plus. 
  • Quick learner and a willingness to learn, proactive with a diligent attitude. 
  • Excellent communication skills, both written and verbal as well as detailed and minute attention and accuracy in performance.
  • Proficiency in working across cultures and time zones.
  • Strong calendar management experience and confident with arranging complex travel itineraries for external clients and internal sales team.
  • Ability to work with high-demand clients remotely with calm, composure and precision.
  • Demonstrated ability to solve problems and suggest appropriate solutions.