Marketing & Client Service Associate

Longfellow Investment Management Co • Boston, MA

3d

About The Position

Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies. We serve a nationally based institutional client base through separately managed accounts. LIM is a certified Women's Business Enterprise and an equal opportunity employer. We offer a collaborative, small firm environment with broad exposure to the investment industry, along with a competitive compensation and benefits package. The Marketing & Client Service Associate plays a key role within an integrated team spanning marketing, consultant relations, sales, and client service. This individual will support client relationships, business development efforts, and firm-wide initiatives while managing multiple priorities in a fast-paced environment.

Requirements

• 1–3 years of experience in investment management or financial services
• Strong written and verbal communication skills
• Excellent organizational and time management abilities
• High attention to detail and ability to synthesize information
• Client-focused, proactive mindset
• Ability to work independently and exercise sound judgment
• Proficiency in Excel, PowerPoint, Word, and Power BI
• Bachelor's degree required

Nice To Haves

• familiarity with Salesforce preferred

Responsibilities

• Prepare and manage client and prospect meeting materials with a high degree of accuracy and timeliness
• Respond to client, consultant, and prospect inquiries with professionalism and proactive follow-up
• Support the development and distribution of marketing materials, including presentations, articles, and white papers
• Complete DDQs and RFPs with accuracy and efficiency
• Maintain CRM records, including contact information and activity tracking
• Identify and implement process improvements and efficiencies
• Collaborate with investment, compliance, and internal teams
• Provide support to the Marketing & Client Service team as needed

Benefits

• competitive compensation and benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level