Origination Marketing Associate - San Francisco Job Listing at Stifel in San Francisco, CA (Job ID 5022)

Description

The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business relationships management endeavors. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manage and schedule complex calendar requests, including making follow up phone calls as needed.
• Plan travel arrangements and complex itineraries.
• Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc.
• Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to update and manage fund materials, support roadshow planning and logistics, update the database, run reports, be the "go to" person for the other MAs in relation to assigned funds, and produce/distribute presentations.
• Answer phones, greet/receive guests, provide general support for the office visitors, including ordering/catering meals and preparing expense reports.

QUALIFICATIONS

• Highly organized and able to prioritize.
• Strong attention to detail and accuracy.
• Ability to multi-task and manage time well within a fast-paced environment.
• Strong written and verbal communication abilities.

EDUCATION AND EXPERIENCE

• Minimum required: Bachelor's degree or a combination of education and experience.
• Minimum required: 5+ years of support and office coordination experience with at least 3+ years support/office coordination experience in finance/investment banking or similar field.

LICENSES AND CREDENTIALS

• Minimum required: none.

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Excel, Work, PowerPoint, Outlook.
• Proficient in Salesforce or the similar CRM platform.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.