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Senior Associate, Investor Information & Data

  • Location: New York, New York
  • Type: Direct Hire
  • Job #395

POSITION: Senior Associate, Investor Information & Data 

LOCATION: New York, New York

COMPENSATION: Base salary commensurate with experience, plus generous performance-based bonus; Medical, Dental and Vision Coverage; Transit Program; generous Paid Time Off; 401K w/match; Gym membership perks, Life Insurance, all firm amenities, exceptional culture, prestigious firm with historical stability, security and career growth.

OVERVIEW: The Senior Associate, Investor Information & Data provides support to various departments across the Firm to craft compelling and accurate responses to investor inquiries. This senior-level role is responsible for writing content and responding to questionnaires of varying lengths and complexities. 


  • Create content and respond to questionnaires, as assigned by the Group head
  • Learn about the Firm, its products and processes while implementing the Firm’s Writing Style Guide
  • Assist in guiding, reviewing, and editing the work of other team members
  • Assist in implementing and seeing a project through
  • Manage the entire RFP/RFI process, including meeting deadlines and/or communicating with key stakeholders
  • Ensure written content is accurate and concise
  • Collaborate with other teams and/or team members as necessary to gather information and update and improve existing content
  • Able to clearly explain and articulate the Firm’s products, philosophy, and processes in writing


  • Bachelor’s Degree required
  • 3+ years of prior experience in the investment management or financial services industry
  • Knowledge of financial writing, RFPs, journalism
  • Proficiency knowledge of Microsoft Office, specifically Word and Excel
  • Excellent interpersonal communication skills
  • Strong editing and organization skills
  • Attention to detail and persistent
  • Ability to multitask and prioritize well under pressure
  • Ability to deliver high quality work
  • Ability to work independently
  • Possess a positive and mature attitude