Chandler Asset Management, Inc. · 3 months ago
Proposal & Marketing Communications Associate
San Diego, CA
Full-time
Hybrid
Entry Level
2+ years expChandler Asset Management is an employee-owned financial services company focused on managing taxable fixed income portfolios. The Proposal & Marketing Communications Associate will support marketing and sales initiatives through proposal writing and marketing communications, managing the RFP process, and collaborating on marketing materials.
Asset Management
Responsibilities
Own the RFP process from inception to publishing of final copy
Prepare timely, accurate and concise proposals using Responsive, a proposal writing software
Research background information on prospects and interview our firm’s knowledge experts to articulate our investment process in responses
Project manage the time-constrained RFP process to ensure that all proposals are complete, thoroughly proofed, edited and all requirements are met by each specific deadline
Review and maintain proposal responses, ensuring the integrity of the firm’s message
Collaborate across the organization to develop marketing communications
Produce weekly, monthly, and strategic marketing pieces that effectively deliver our message
Produce presentations, brochures, web content and other materials to support the sales and client service efforts
Conduct competitive analysis and win/loss reviews to help determine opportunities to further strengthen our brand by differentiating our firm from others
Develop highly collaborative relationships with all areas of the organization to ensure effective marketing campaigns and programs
Maintain confidentiality and use discretion with sensitive information
Qualification
Required
Bachelor's degree in business, Finance, Marketing, Journalism, English, Communications, or Public Relations
2+ years' experience in proposal writing
Strong proficiency using Microsoft Office required
Excellent writing and editing skills
Strong project management skills and the ability to work at a fast pace under tight deadlines
A team player with strong communication skills
Preferred
Financial services industry experience preferred
Experience managing a response database using Responsive or another proposal writing software preferred
Adobe Creative Suite and Salesforce preferred
Benefits
Medical, Dental, Vision, HSA & FSA
Life & AD&D
Short-Term & Long-Term Disability
Accident & Critical Illness
Employee Assistance Program
Employee 401(k) Plan
ESOP
Employee Discounts
Paid Time Off
Paid Holidays
Fun Company Events
Company
Chandler Asset Management, Inc.
Chandler provides investment solutions to help risk-conscious clients better serve their communities.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Nicole Dragoo
Chief Executive Officer
Martin Cassell, CFA
Chief Financial Officer
Company data provided by crunchbase