LIM Marketing & Client Service Associate

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.

Job Description:

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.

Primary 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

Qualifications:

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; familiarity with Salesforce preferred
Bachelor's degree required

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