Sr. Marketing Associate Newport Beach, CA $80k-$85k

  • Partnering with Global Head of Marketing to build capacity across the function by enhancing business management principles and processes including finance, budget management, strategic planning and reporting
  • Creating transparency and improved communication across marketing leadership
  • Serving as primary point of contact with key partners in Finance, Strategy, HR and Executive Office
  • Partnering with marketing leadership to establish cadence and structure of reporting for senior management, including insights from our Marketing Intelligence portal
  • Partnering with Global Head of Marketing to produce and distribute cornerstone industry and firm presentations; effectively partnering \with creative team and other resources is critical
  • Liaising with contacts at external partners, including advertising agency, digital consultants, etc.
  • Building budget, establishing best practice operating model, including T&E transparency and oversight, major project expenditure tracking, etc. to ensure the firm is maximizing resources and investments
  • Supporting Global Head of Marketing in initiatives regarding our corporate responsibility platform
  • Employing creative thinking and innovation to create possible alternative solutions, and using judgment to determine methods and procedures on new assignments, often with minimal guidance 

Position Requirements:

  • Minimum 5 years of experience in an operational or program/project management function within the investment management or related industry
  • Familiarity with and long-term career interest in the Marketing function
  • Strong project management skills
  • Demonstrated competence in thinking strategically, analytically, conceptually, and innovatively, including the ability to synthesize and analyze data, teasing out accessible and impactful stories
  • Experience working with global teams in different time zones
  • Ability to multi-task, work in a demanding, fast paced environment and handle multiple, competing priorities and projects with high quality output
  • Strategic thinker, independent problem-solving skills, and the ability to drive consensus
  • Background with financial analysis, data analysis and messaging/marketing
  • A hands-on practitioner with the ability to shift between operational and strategic mindsets
  • Demonstrated ability to navigate unstructured processes and simultaneously manage responsibilities of multiple-concurrent work streams and competing demands


  • Excellent communication (verbal and written), facilitation, and interpersonal skills, including the ability to face off across all levels of an organization
  • Quick learner and adaptable to learn new processes, concepts, and skills
  • High emotional intelligence, flexible, and resilient
  • Highly motivated self-starter with the ability to work collaboratively and independently
  • High levels of personal energy, positivity, and professionalism with the ability to maintain strict confidentiality


  • Prior marketing experience
  • M.B.A. or an advanced degree