Senior Marketing Analyst - Boston Massachusetts

Company: Fanning Personnel
Location: Boston, Massachusetts
Posted On: 01/29/2025

• Support the consultant relations team in responding to a large volume of consultant inquiries relating to new and existing business
• Complete quarterly RFIs / consultant questionnaires and ad hoc requests in a timely and accurate manner
• Respond to time-sensitive, search driven questionnaires and/or requests
• Work closely with internal groups and parent company to gather information requested by consultants
• Work with legal and compliance to ensure that all information communicated externally is legally approved
• Use internal systems to run and compile large amounts of data needed for RFIs
• Create customized data breakouts to meet the specific breakouts requested by consultants
• Support consultant relations in developing and maintaining positive relationships within the consultant community
• Review product profiles in consultant databases for accuracy in relation to search requests Qualifications :
  • Bachelor's degree required
  • Working towards CFA or MBA a plus
  • 3+ years of experience working at an investment management firm
  • Comfortable working with large amounts of data
  • Acute and consistent attention to detail and accuracy
  • Excellent communication (verbal and written) and interpersonal skills
  • Solid understanding of fixed income, equity and alternatives investment terminology and data points
  • Strong collaboration and project management skills; ability to work effectively with various departments and staff to compile information needed for RFIs under very tight deadlines.
  • Ability to prioritize, organize and juggle various urgent deliverables at once.
  • A flexible approach to the job as a team player Required Years of Experience : 3 Additional Info : For more information contact: Lindsay Flynn (617)728-4100 - lindsay@fanning-boston.com
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