ANALYST - SENIOR MARKETING - IRVINE

Key Responsibilities

• RFP, RFI, and DDQ Management
• 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.
• Aid in 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

• 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.

About the Role

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.

Benefits

• 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.

Pay

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

Schedule

Not specified

Skills

• Technical and business writing skills.
• Strong project management skills.
• Exceptional attention to detail.
• Organizational skills.
• Commitment to producing high-quality work.
• Ability to work independently while collaborating effectively.
• Strong critical thinking, analytical, and problem-solving capabilities.
• Proficiency in Microsoft Office Suite.
• Experience with CRM platforms, marketing systems, consultant databases, and/or RFP management software.

Benefits

• Comprehensive benefits package.
• Collaborative, high-performing work environment.
• Opportunity to contribute to a leading global private markets investment firm serving sophisticated institutional investors worldwide.

Pay

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

Schedule

Not specified

Company Information

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.