Job Description

Description A well-established, privately-owned investment management firm is seeking a full-time Marketing & Client Service Associate to join its collaborative and high-performing team. With over three decades of experience applying behavioral finance principles to equity markets, the firm manages a multi-billion dollar portfolio across a diverse client base, including financial intermediaries and institutional investors. This is a high-visibility role ideal for a detail-oriented, project-minded professional looking to build a long-term career in asset management. Key Responsibilities RFP & Questionnaire Management + Draft and edit responses to Requests for Proposal (RFP) and Requests for Information (RFI) + Address client-specific inquiries from consultants and advisors + Collect and analyze data from financial software platforms + Support internal and external stakeholders with data requests Marketing Support + Create and maintain factsheets, presentations, and investment commentaries + Assist the Sales team with marketing collateral, product positioning, and reporting materials Client Reporting & Analytics + Update external performance reporting databases and client records + Analyze investment data and respond to client and advisor inquiries Cross-Functional Collaboration + Partner with investment, sales, trading, and compliance teams on ad-hoc projects Ideal Candidate Attributes + Strong writing, analytical, and project management skills + Excellent communication and collaboration abilities + Comfort working autonomously in a dynamic, fast-paced environment + Solid understanding of financial concepts and investment documentation What You'll Gain + Direct exposure to senior leadership and opportunities for career development + Generous benefits including: + 50% 401(k) match + 100% employer-paid medical, dental, vision, disability, and life insurance + Profit sharing and defined benefit plan + Education reimbursement for professional certifications (e.g., CFA, CIMA, CIPM) Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Requirements Qualifications + Bachelor's degree and 2+ years of relevant experience + Strong writing, analytical, and communication skills + Proficiency in Microsoft Office; familiarity with investment software a plus + Ability to work on-site in San Mateo, CA five days per week + Experience in financial services and knowledge of AI tools for investment writing preferred Excited about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Full time, Contract work, Temporary work, Work at office,

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