8562 وظيفة Senior Business Analyst Crm قريبًا مني

Job Title: Senior Marketing Analyst

Location: Irvine, CA

Proposed Annual Base Salary: $85,000–$100,000

Overview

Pathway is seeking a highly motivated Senior Marketing Analyst to join its Marketing Operations team. This role supports business development and client service efforts through the coordination of bespoke RFPs, high-quality marketing materials, and institutional investor requests.

A significant portion of this role—up to 50%—will be dedicated to supporting the RFP/RFI/DDQ process. The ideal candidate will have 2+ years of experience working on RFPs in financial services, possess strong project management skills, exceptional attention to detail, and experience developing responses for institutional investors and consultants.

Pathway is a leading private markets solutions provider with ~250 professionals globally and more than $95 billion in assets under management. The firm provides customized investment solutions across the private market spectrum on behalf of institutional investors worldwide.

Key Responsibilities

RFP, RFI, and DDQ Management

• Work with RFP manager to lead and coordinate responses to RFPs, RFIs, DDQs, consultant questionnaires, and other due diligence requests from institutional investors and consultants.
• Liaise with investment, client service, legal, compliance, operations, and business development teams to gather information and develop accurate, compelling, and timely responses.
• Manage multiple concurrent projects and deadlines while ensuring a high level of accuracy and attention to detail.
• Maintain and enhance the firm’s repository of approved RFP content, standard responses, and supporting materials.
• Identify opportunities to incorporate AI and automation into RFP, RFI, and DDQ workflows, improving content management, response generation, process efficiency, and overall quality.

Marketing Operations & Client Services

• Produce presentations, data packages, fact sheets, and other marketing materials in response to requests from consultants, prospects, clients, and internal stakeholders.
• Help manage the client services workflow, ensuring timely responses to inquiries, triaging requests, and coordinating with internal teams to facilitate efficient resolution and follow-through.
• Maintain and update marketing collateral, including presentations, handouts, newsletters, digital assets, and other client-facing materials.
• Manage industry databases, consultant platforms, and company profiles to ensure information remains current and accurate.
• Assist with streamlining internal workflows and processes to improve consistency and efficiency of marketing deliverables.
• Collaborate with colleagues across departments and global offices on strategic marketing initiatives and other ad hoc projects.

Qualifications

• Bachelor’s degree in business, marketing, communications, finance, or a related field.
• Minimum of two years of experience in RFPs, marketing, communications, business development, investor relations, or a related function; financial services experience strongly preferred. Strong preference for candidates with direct RFP, RFI, DDQ, or institutional due diligence experience.
• Demonstrated technical and business writing skills.
• Strong project management skills with the ability to manage multiple priorities and deadlines simultaneously.
• Exceptional attention to detail, organizational skills, and commitment to producing high-quality work.
• Ability to work independently while collaborating effectively across global teams and functional groups.
• Strong critical thinking, analytical, and problem-solving capabilities.
• Proficiency in Microsoft Office Suite, particularly PowerPoint, Excel, and Word.
• Experience with CRM platforms, marketing systems, consultant databases, and/or RFP management software is preferred.

What We Offer

Pathway offers a comprehensive benefits package and a collaborative, high-performing work environment, including:

• Competitive base salary and opportunity for annual bonus.
• Generous healthcare, retirement, and paid time-off benefits.
• Exposure to senior professionals across investment, client service, and business development teams.
• The opportunity to contribute to a leading global private markets investment firm serving sophisticated institutional investors worldwide.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We are committed to maintaining a workplace free from harassment and discrimination.