Analyst, Client Development & Marketing

Strategic Investment Group (“Strategic”), a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional and private investors. Strategic’s mission is to empower clients to achieve transformational impact through inspired investing.

For more information on Strategic’s business and mission, visit our website: https://www.strategicgroup.com/about-us

We are seeking a highly motivated, detail-oriented Analyst to join our Client Development & Marketing team. This role is integral to supporting firmwide growth and marketing initiatives and offers exposure to all facets of client engagement and prospect development. The Analyst will work closely with senior leadership to execute business development strategies and enhance the firm’s market presence.

This is a unique opportunity for an early-career professional to join a collaborative, mission-driven team at the intersection of investment management, strategic communications, and institutional relationship building.

Qualifications/Requirements

We seek a highly collaborative, intellectually curious new team member, who is dynamic and comfortable working in a fast-paced environment. The ideal candidate will have strong attention to detail, superior problem-solving and organizational skills, and have a demonstrated record of success in a highly collaborative team environment. The candidate must possess strong interpersonal, communication, and analytical skills.

Education & Experience 

• Bachelor’s degree preferred
• Minimum of 1-3 years of relevant marketing experience, ideally within investment management, asset management, financial services, or professional services environments
• Demonstrated experience in Microsoft Office Suite and Adobe Creative Suite, including Photoshop, InDesign, Illustrator, and Premiere Pro
• Minimum of 1-3 years of experience with digital platforms, content management systems (CMS), and marketing automation tools
• Demonstrated interest in capital markets and investment strategy

 Key Responsibilities

Client Development

• Conduct comprehensive research to identify institutional prospects and analyze competitive positioning.
• Assist in developing outreach strategies and tailoring value propositions to prospective clients.
• Support initial engagement efforts through coordinated email and telephone campaigns.
• Draft, refine, and finalize customized presentation materials and client-facing content.
• Participate in internal strategy discussions to align approach, prioritization, and execution.

 Marketing & Brand Strategy

• Collaborate with colleagues to plan, implement, and monitor marketing campaigns aligned with firm objectives.
• Develop and maintain digital content across corporate websites (strategicgroup.com and OCIO.org).
• Manage relationships with external partners and industry organizations to coordinate speaking opportunities and co-branded initiatives.
• Create social media and email marketing content, ensuring integration with CRM systems and campaign analytics.
• Support the execution of firm-hosted events, including conferences, webinars, and roundtables.
• Contribute to the development of high-quality marketing materials and ensure consistency with the firm’s brand identity.

 Project & Data Management

• Update and maintain CRM records (Salesforce), ensuring accuracy and usability for reporting.
• Manage project timelines and deliverables using tools such as Smartsheet or equivalent platforms.
• Maintain an organized repository of marketing collateral and approved content (via SharePoint or similar).
• Monitor key performance indicators and generate regular reports to assess campaign and engagement effectiveness.

 Core Competencies

• Analytical & Strategic Thinking: Proven ability to interpret data, identify market trends, and synthesize insights to support client engagement strategies.
• Communication: Strong verbal and written communication skills, with the ability to craft compelling narratives and engage a professional audience.
• Technical Proficiency: CRM systems (Salesforce), Excel, and business intelligence tools. Familiarity with data analysis software (Python/R) is a plus.
• Creative & Digital Marketing: Understanding of digital platforms, CMS, and marketing automation tools.
• Project Management: Experience managing timelines and deliverables across multiple initiatives. Ability to prioritize tasks and meet deadlines in a dynamic environment.

Strategic offers all employees a collaborative work environment with an uplifting team culture and a flat hierarchy. Our firm is characterized by several key elements that foster innovation, productivity, and employee satisfaction.

Cultural Fit & Personal Attributes

Strategic fosters a high-performing and collaborative environment where innovation and integrity are paramount.:

• Intellectual curiosity and a strong desire to learn.
• Ability to collaborate across departments and build trust-based relationships.
• Flexibility to pivot strategies based on market feedback or organizational priorities.
• A commitment to excellence, professionalism, and ethical conduct.

 Firm Culture

Strategic is proud of its flat organizational structure and collegial team environment. Our workplace is characterized by:

• Collective Excellence, providing teams with a broad range of skills, backgrounds and experiences a culture where all voices are valued. 
• Cross-functional collaboration, where diverse teams work together to achieve shared goals.
• Transparency and open communication, ensuring alignment and trust across the organization.
• Empowerment and autonomy, encouraging team members to take initiative and contribute meaningfully.
• Continuous innovation, enabled by agility and a commitment to excellence in all we do.

This job description is not an exhaustive list of all the functions that the employee may be required to perform. The employee may be required to perform additional functions. Strategic reserves the right to revise the job description at any time, with or without notice. Employees must be able to perform the essential functions of the job satisfactorily, and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

 We are committed to the full utilization of all human resources and a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally- recognized basis including, but not limited to, race, color, religion, sex, marital status, sexual orientation, gender identity, national origin, disability, age, veteran status or any other characteristic prohibited by federal, state or local law.