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Product Marketing Associate
2 months ago
Parnassus Investments is a leading responsible investment company seeking a skilled Product Marketing Associate to support its business development and client service efforts. As a key member of the Product Marketing team, you will play a central role in producing high-quality responses to requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) on our product offering and capabilities.
The ideal candidate will have a solid understanding of the asset management industry, our operations, and the key differences between client types and product vehicle types. You will be responsible for preparing, reviewing, and editing qualitative and quantitative responses from our databases specific to each client's situation. This will involve drafting new responses, leveraging relationships with subject matter experts (SMEs) to develop and edit new content, and integrating it into our central database.
You will work closely with the Sales and Client Services teams to set priorities and gain business context. Your key responsibilities will include:
- Initiating and completing RFP/RFI/DDQ or other special client requests about our firm, products, and investment approach in a timely and accurate manner.
- Collaborating with Sales and Client Service to set priorities and gain business context.
- Updating consultant databases with a focus on quality content that reflects well on our brand.
- Completing other writing, editing, review/proofing requests as necessary.
- Participating in research and special projects periodically.
- Assisting with standard administrative duties as assigned to help the team succeed.
We offer a competitive compensation package, including an annual bonus based on profitability and individual performance, 100% coverage of medical, dental, and vision premiums, and a generous commuter subsidy. This is an exciting opportunity to join a dynamic team and contribute to the success of Parnassus Investments.
Requirements:
- Minimum two to four years of investment and RFP/reporting experience for an investment management firm.
- Solid understanding of equities and U.S. fixed income and standard investment vehicles such as mutual funds, separate accounts, and CITs.
- Excellent communications skills, especially strong writing and editing skills.
- Team player with strong interpersonal skills to build and maintain relationships.
- Adept at conceptual, analytical, and problem-solving skills.
- Proficient at MS Office, particularly MS Word and Excel.
- Strong attention to detail and ability to proofread and assess quality for both numbers and text.
- Self-starter with strong organizational skills and ability to prioritize multiple deadlines.
Education:
A bachelor's degree in a related field (e.g., Writing, English, Business, Finance, Marketing, Communications, or Accounting). MBA or equivalent and/or CFA are a plus.
Travel:
No travel is required for this position, but the individual will be invited to attend client meetings and/or participate in industry conferences.
