Marketing Reporting Associate jobs in United States
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Beacon Hill · 3 hours ago

Marketing Reporting Associate

Beacon Hill is a global investment management organization seeking a Marketing Reporting Associate to support firmwide reporting, RFP production, and strategic marketing content. The role involves creating client materials, managing data, and collaborating across teams to ensure accurate communication.

Staffing Agency
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H1B Sponsor Likelynote

Responsibilities

Producing due‑diligence questionnaires and RFPs across a broad product lineup
Maintaining firm and strategy‑level marketing content and data
Partnering with internal teams to ensure accuracy and compliance
Managing information in consultant and third‑party databases
Supporting relationship managers with data requests
Contributing to marketing and client service initiatives
Developing an in‑depth understanding of investment philosophy, processes, and strategies

Qualification

RFP experienceData managementWriting skillsExcel proficiencyMicrosoft OfficeAnalytical abilitiesProactive approachCross-functional coordinationOrganizational skillsDetail-oriented

Required

3+ years of RFP experience within financial services
Strong writing, analytical, and editorial abilities
Proficiency in Excel and Microsoft Office
Familiarity with RFP content systems
Ability to navigate dense investment language and extract key insights
Strong organization and prioritization skills
Comfort working independently and collaboratively
High energy with a proactive, detail-driven approach
Degree: Required

Preferred

3+ years of RFP and investment-management experience

Benefits

Profit sharing
Tuition reimbursement
Medical
Dental
Vision
Federal and state leave programs

Company

Beacon Hill

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Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

H1B Sponsorship

Beacon Hill has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (38)
2024 (94)
2023 (76)
2022 (60)
2021 (77)
2020 (86)

Funding

Current Stage
Late Stage

Leadership Team

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Amber Leslie
Executive Assistant to CEO
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Amy Van Sicklin
Chief Culture Officer
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Company data provided by crunchbase