Client Service & Marketing Associate in St. Louis, Missouri at KENNEDY CAPITAL MANAGEMENT LLC

Client Service & Marketing Associate

Kennedy Capital Management LLC (KCM) is a St. Louis-based, boutique investment firm that has focused on a goal of generating superior returns in the small and mid-cap domestic equity markets for our clients for more than 40 years. We’re currently seeking to add a Client Service & Marketing Associate to our team.

Position Summary:

The Client Service & Marketing Associate supports the firm's clients, prospects, and consultants across institutional and intermediary channels. Core work includes RFIs, RFPs, and DDQs, client deliverables, presentation materials, and other support work. This entry-level role reports to the Head of Client Service & Marketing. It is a strong fit for a recent college graduate who is eager to learn the investment business, takes pride in accurate work, and is comfortable using AI, PowerPoint, and Excel to work efficiently.

Essential Functions:

• Prepare and update client- and prospect-facing materials — pitchbooks, strategy presentations, client review books, fact sheets, and collateral — with a high bar for accuracy and polish.
• Support new business efforts by helping compile responses to RFPs, RFIs, and DDQs, partnering with investments, operations, and compliance.
• Maintain the database of approved content used to complete RFPs, RFIs, and DDQs, keeping responses current, accurate, and consistent with compliance-approved language.
• Support consultant relations by keeping consultant and third-party databases current and helping prepare for consultant meetings and due diligence reviews.
• Produce recurring client deliverables, such as certifications, specialized reporting, quarterly commentary, and data preparation for portfolio managers.
• Support client, prospect, and consultant meetings by preparing materials and coordinating logistics.
• Prepare prompt responses to ad hoc requests from clients, prospects, consultants, and internal teams.
• Route client-facing materials through compliance review and keep client, prospect, and consultant records in CRM system up to date.
• Own the recurring operational work that keeps client service running — data pulls, report distribution, and similar tasks — and use AI tools and automation to make it faster and more accurate over time, suggesting ways to improve how the team works.

Desired Skills and Qualifications:

Required

• Bachelor's degree
• Excellent attention to detail
• Strong written communication and proofreading skills
• Proficiency in PowerPoint and Excel
• Strong organizational skills and the ability to manage multiple deadlines
• Discretion with confidential information and a strong compliance mindset.

Preferred

• Recent college graduate in finance, economics, business, marketing, communications, or a related field
• Comfort using AI tools (e.g., Microsoft Copilot, ChatGPT, Claude) to draft, analyze, and automate work
• Knowledge of the investment industry is helpful but not required
• Familiarity with Ridgeline, Salesforce, FactSet, or UBS Holt is a plus but not required.

Ideal Candidate:

• Hungry to learn and grow, asks good questions, and takes initiative
• Owns the details and catches errors before materials go out
• Strong project management instincts and a high tolerance for detail-oriented recurring work; hits deadlines, doesn't let things slip, and takes pride in doing routine work well
• Dependable, collaborative, and positive when priorities shift

Why work for KCM?

Our promise:

• At KCM, you’ll have the support and flexibility to achieve your professional and personal goals, surrounded by diverse colleagues with high ethical standards.
• Meaningful and challenging work opportunities to help the team continue to meet the firm’s objectives.
• Professional development opportunities for all employees such as certifications and training.

We offer:

• Competitive compensation with quarterly bonus.
• Encouragement to maintain a work-life balance through flexibility and wellness incentives.
• A strong 401(k) plan with generous company match.

Equal Employment Opportunity:

Kennedy Capital Management offers equal employment and advancement opportunities for all qualified individuals without distinction or discrimination because of race, color, sex, sexual orientation, gender identity, religion, age, national origin, disability, pregnancy, marital or family status, protected veterans’ status, genetic information, or other basis prohibited by law. This policy extends to all employees and applicants and in all aspects of the employment relationship.