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Client Service & Capital Formation - Analyst
Stockbridge - San Francisco, CA
posted 4 days ago
About the position
Stockbridge is currently seeking a Client Service & Capital Formation Analyst, preferably with 1 to 3 years of experience producing and managing the distribution of client-facing materials for firm(s) in real estate, broader financial services or related industries. Reporting to the Client Service & Capital Formation Manager and interfacing regularly with senior leadership, the Analyst will be a 'go to' source for creating materials used to help attract new investors and nurture existing investor relationships. The ideal candidate is one-part marketer, one-part project manager, with very strong communication and organizational skills.
Responsibilities
- Design, produce and edit print marketing and client communications for new product offerings and existing investment vehicles (e.g., presentations, quarterly client reports, case studies)
- Synthesize investment strategy and research findings into creative visuals that effectively convey complex concepts
- Serve as a central point of contact for marketing materials production, ensuring consistency with the firm's brand standards
- Maintain and update a centralized database of firm statistics, track record and other information utilized in RFPs and firm marketing
- Own the distribution of client materials, including tracking client communications in the firm's CRM database
- Assist in the preparation of client due diligence materials, such as RFPs, questionnaires and responses to client follow-up requests
- Assist in the planning and coordination of investor meetings, as well as certain internal senior leadership meetings
- Assist in maintaining the firm's website
Requirements
- BA or BS degree from an accredited institution
- 1 - 3 years of marketing, communications, client relations or design experience, preferably in real estate or broader financial services industry
- Familiarity with key real estate and/or financial metrics and concepts
- Ability to work cross-functionally with a range of departments and develop relationships in a fast-paced organization
- Ability to prioritize, coordinate, multi-task, and demonstrate initiative under tight deadlines and with multiple stakeholders
- Excellent written and verbal communication skills; strong editing and proofreading skills with careful attention to detail
- Experience designing and producing print marketing collateral for a sophisticated audience
- Mastery of Microsoft PowerPoint and Word; strong proficiency in Excel
- A knack for visual storytelling through graphics (experience with Adobe InDesign and Photoshop is a plus)
- Familiarity with the financial services industry regulatory environment is a plus
