Marketing Associate

Needham & Company• , NY

3d•$100,000 - $125,000

About The Position

Needham & Company, a full-service investment bank and asset management firm, has an immediate opening for an experienced Marketing and Client Services Associate for the New York office. The associate will play an integral role in supporting Needham Funds’ marketing, communications, and advisor engagement initiatives. This position offers an opportunity to contribute directly to the growth of an investment firm known for its long-term track record in small- and mid-cap growth investing. We envision this role ultimately maturing into a leadership position guiding the overall marketing strategy of Needham Funds. The ideal candidate has at least three years of experience in mutual funds, ETFs, or other investment products and is passionate about connecting advisors and investors with the Needham Funds.

Requirements

Minimum of 3 years of marketing or client service work experience within mutual funds, ETFs, or asset management.
Bachelor’s degree in Marketing, Communications, Finance, or a related field.
Strong written and verbal communication skills, with exceptional attention to detail.
Experience managing marketing campaigns and content for financial advisors and intermediaries.
A collaborative and proactive mindset with a passion for data-driven marketing and advisor engagement.
Proficiency in marketing automation and CRM systems
Advanced Microsoft Excel, Word, and PowerPoint skills
Demonstrated project management and organizational ability, with the capacity to manage multiple deliverables in a deadline-driven environment.

Nice To Haves

General understanding of FINRA and SEC rules and regulations regarding marketing is a plus

Responsibilities

Plan and execute multi-channel marketing campaigns (email, digital, social, webinars) aligned with fund priorities and sales goals.
Build and distribute fund materials—fact sheets, commentaries, updates—in collaboration with compliance and portfolio managers.
Track engagement metrics and fund flow trends to identify new opportunities and refine Needham’s positioning.
Prepare and deliver tailored presentations, performance materials, and client deliverables for advisors and institutions.
Coordinate logistics and follow-up for webinars, conferences, and advisor meetings.
Draft, edit, and proofread marketing collateral and fund updates for accuracy, compliance, and brand consistency.
Compile analytics to provide actionable insights to marketing and distribution leadership