Marketing Analyst
3 days ago
Summary
GW&K's Marketing Team is seeking a driven, detail-oriented Marketing Analyst to join our Boston headquarters. This role plays a critical part in supporting the firm's marketing and sales initiatives across multiple business channels — including Institutional, Advisory, and Private Wealth Management.
The Marketing Analyst will take ownership of key marketing deliverables such as RFPs, DDQs, and client data requests; maintain and enhance marketing materials and data resources; and collaborate closely with senior team members to advance the firm's communication and business development objectives. This is an exciting opportunity for a proactive marketing professional who thrives in a fast-paced, collaborative environment and is eager to deepen their knowledge of investment strategies and the financial services industry.
Responsibilities
- Drive proposal excellence: Prepare, edit, and customize RFPs, DDQs, and other written materials for consultants, advisors, and current or prospective clients — ensuring all responses are accurate, compelling, and aligned with GW&K's messaging.
- Manage the RFP/DDQ process: Oversee the end-to-end workflow from request intake through submission, ensuring deadlines and quality standards are consistently met.
- Maintain and enhance marketing resources: Manage the RFP response library to keep content accurate, organized, and easy to access. Lead the annual SME review to ensure materials reflect the latest insights and updates. Familiarity with AI tools and automation systems is a plus.
- Support data management: Compile, validate, and distribute performance, characteristics, personnel, and asset data across teams and systems on a monthly, quarterly, and ad hoc basis.
- Enhance digital marketing tools: Update and maintain GW&K's presence on third-party databases and due diligence platforms (e.g., eVestment via Omni, Diligence Vault, etc.)
- Collaborate across the firm: Work closely with investment, sales, investment administration, and legal & compliance teams to ensure marketing materials and communications reflect current insights and align with strategic priorities.
- Contribute to broader initiatives: Participate in special marketing projects that advance brand consistency, improve internal processes, and strengthen client engagement.
Qualifications
- Education: Bachelor's degree required.
- Experience: 2–4 years of experience in financial services — ideally within institutional marketing, RFP management, or investor relations.
- Writing and communication: Exceptional writing and editing skills with the ability to translate complex investment concepts into clear, accurate, and engaging language.
- Organization and detail: Strong project management skills, with the ability to balance multiple priorities, meet strict deadlines, and maintain exceptional accuracy.
- Analytical mindset: Comfort working with data, identifying inconsistencies, and drawing insights from quantitative information.
- Collaboration: Excellent interpersonal skills and the ability to build effective working relationships across departments and levels of seniority.
- Technical proficiency: Skilled in Microsoft Office; experience with tools such as Seismic, eVestment, and Omni preferred; ability to learn new systems quickly.
- Mindset: A proactive, resourceful self-starter who takes ownership of deliverables and brings creativity and initiative to the team.
- Industry knowledge: Familiarity with investment concepts and financial markets preferred.
This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Base Salary Range
$75,000-$88,000 USD
GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
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