Marketing Manager: Private Capital RFP and Investment Communications Manager jobs in United States
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Mesirow · 2 months ago

Marketing Manager: Private Capital RFP and Investment Communications Manager

Mesirow is an independent, employee-owned financial services firm founded in 1937. They are seeking an experienced RFP and Investment Communications Manager to oversee the firm’s RFP process and develop investment content for institutional business development initiatives across their private capital platform.

Financial Services

Responsibilities

Lead the creation, coordination, and delivery of RFPs, DDQs, RFIs, and consultant database updates for Alternative Credit and Institutional Real Estate Direct
Gain in-depth knowledge of each investment team’s philosophy, process, and differentiators to ensure accurate, compelling, and competitive positioning
Serve as a subject matter expert and steward of RFPIO, ensuring libraries are continuously updated, responses are high-quality, and workflows are efficient
Train stakeholders and champion adoption of RFPIO, our enterprise RFP workflow platform; RFP process improvements; automation; and use of AI as appropriate
Partner with subject matter experts to create investment content and thought leadership pieces for institutional audiences. This may include white papers, briefs, commentary, video etc
Develop, manage, and execute a holistic editorial calendar in partnership with Marketing colleagues, aligning with firmwide themes, market opportunities, and brand strategy
Ensure strategic alignment of all content with Mesirow’s brand story and organizational goals
Collaborate with Client Experience Marketers to produce and refine product and service collateral, including fact sheets, pitchbooks, and commentary
Track key engagement metrics to inform continuous improvement and reporting

Qualification

RFP managementInvestment content developmentFinancial services acumenCFACAIA designationRFP management toolsVerbal skillsClient-focusedDeadline-drivenFlexibleWritten skillsAttention to detailTeamwork-focusedSelf-motivatedPositive attitudeInnovative

Required

Four-year degree, CFA and/or CAIA designation are a plus
7+ years of experience in marketing/communications; asset management industry experience required
Proficiency using RFP management tools (ideally RFPIO) to efficiently coordinate responses, manage content, and support business development initiatives
Strong written and verbal skills
Ability to effectively communicate, internally and externally
Strong attention to detail
Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated
Ability to manage multiple priorities and perform effectively in a deadline-driven environment
Strong sense of accountability
Dependable, positive attitude, innovative, team player and flexible

Benefits

Performance based bonus
Mesirow benefit program

Company

Mesirow is an independent, employee-owned financial services firm.

Funding

Current Stage
Late Stage

Leadership Team

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George Barbar
Senior Managing Director | Head of Regional Development and Strategy
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Ketan Shah
Chief Strategy Officer (CSO) & General Counsel
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Company data provided by crunchbase