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Description We are looking for a Marketing Reporting Associate to join our team in Boston, Massachusetts. In this role, you will support a global investment management platform, focusing on institutional clients and consultants. This is an excellent opportunity to collaborate across teams, manage essential marketing content, and contribute to the success of a dynamic organization.

Responsibilities:

• Create and deliver high-quality RFPs, DDQs, and consultant reports that meet compliance standards and client expectations.

• Collaborate with client and consultant relations teams to ensure marketing content aligns with organizational goals.

• Maintain and update accurate marketing and strategy information across various asset classes.

• Partner with investment and product teams to gain insights and enhance reporting materials.

• Provide ongoing support for consultant relations, ensuring effective communication and engagement.

• Utilize tools such as Loopio to streamline the proposal and reporting processes.

• Ensure all written materials are thorough, precise, and tailored to client needs.

• Contribute to the development of initiatives that improve the efficiency of reporting and proposal workflows.

• Stay informed about financial market trends and integrate relevant insights into reporting.

• Assist in identifying opportunities for career growth within the organization. Requirements • Minimum of 3–5 years of experience in asset management or a related field.

• Expertise in producing RFPs, DDQs, and other client-centric reports.

• Strong analytical skills paired with excellent writing abilities.

• Solid knowledge of financial markets and investment strategies.

• Proficiency in tools like Loopio or similar platforms for proposal management.

• Ability to work collaboratively across teams and maintain attention to detail.

• A proactive and organized approach to managing multiple priorities.

• Commitment to delivering high-quality work in a fast-paced environment.

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 (https://www.roberthalf.com/us/en/mobile-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 (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .