Junior Marketing Associate/RFP Writer

  • Competitive
  • San Diego, CA, USA
  • Permanent, Full time
  • LM Capital Group
  • 22 Feb 18 2018-02-22

Independent Investment firm in San Diego, CA seeking a Marketing Associate/RFP Writer to provide support to the Business Development Team.

Job Description

This role offers an excellent opportunity to gain an overview and, over time, an in-depth knowledge of the broad spectrum of sales functions conducted within the fixed income asset management industry.  During the course of completing RFPs, the successful candidate will work with the investment, compliance, legal, operations and risk management teams to source information and update responses for our prospects and clients.  In addition, the successful candidate will update consultant databases and prepare marketing collateral which includes presentations, product profiles, advertisements and the company’s web-site.

The successful candidate will closely interact with senior sales professionals – helping grow assets by assisting with prospect research and consultant relations.  This job requires a consistent, high-quality product delivered to the marketplace. Thus, the individual must be a well-organized, self-starter with a high degree of energy capable of collaborating across the firm.


  • Creation of accurate, compelling and client-focused RFI and RFP responses, which includes interfacing with key internal stakeholders
  • Maintenance of product profiles and investment process language
  • Maintenance of consultant databases
  • Book creation for all prospecting activity
  • Rigorous adherence to compliance-approved marketing material


  • BA/BS degree with at least 2-3 years of experience in investment management 
  • Excellent communications skills (written and oral); analytical, organization, and problem-solving skills
  • Demonstrated skill in prioritizing/handling multiple projects simultaneously and completing assigned tasks in a timely fashion
  • Proficient use of Microsoft Office and Salesforce.com
  • Genuine passion for learning about Investment Management coupled with a strong work ethic with a positive attitude

If you are interested in this opportunity and fill the requirements, please apply here submitting a copy of your CV. 

Deadline for applications is 15 March 2018.