About the position
CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. The Marketing and Communications Analyst will join the Office of the CEO team, reporting directly to the Chief of Staff. The role operates within a dynamic and fast-paced boutique investment banking environment, and the individual will support the marketing needs of both the firm overall (website, social media, events) and for individual departments (PowerPoint slides, invitations). This person will work closely with all levels across the firm to develop content, marketing templates (slides, invitations, other collateral), LinkedIn posts, pitchbooks, and conference materials. A successful candidate should have experience with and a passion for graphic design, translating financial jargon into everyday English, and identifying and executing upon opportunities to build awareness of the firm. The Analyst will also be responsible for event planning for major firm-wide recurring events like the annual summer and holiday parties and golf invitational, including all the logistics that go along with it. In addition, as with any role at a small firm, this person will wear a few hats. This person will also support the Chief of Staff with administrative help, including active calendar management for meetings. The analyst will also work with the Chief of Staff to prep the CEO for meetings with clients and others, along with project work that may touch on marketing, HR, communications, strategy, or any of the other departments that roll up to the Chief of Staff. This person will be another pair of eyes and ears for the Office of the CEO in helping to execute on firm-wide project. This is an excellent opportunity for an early-stage professional to get a front row seat showing how the Office of the CEO is run, and to get exposure to a number of different career paths.
Responsibilities
- Support the day-to-day marketing needs of the firm
- Provide administrative support to the Chief of Staff, including calendar management, expenses, and answering her phone
- Collaborate with all departments to develop and execute marketing materials
- Create marketing collateral (ex: graphics, presentations, invitations, social media posts, annual reports, videos) for internal and external distribution
- Manage and grow the firm’s social media presence on LinkedIn, monitoring and dynamically responding to promote engagement
- Periodically refresh and update the firm’s website
- Develop and deliver repeatable client, industry, and internal events hosted by the firm, as well as annual firm-wide events
- Order and manage inventory of company swag
Requirements
- 1-3 years of experience in marketing, content creation, and social media management
- Bachelor’s degree with a strong academic track record
- Strong communication skills, both written and verbal, with a keen knack for editing and proofreading
- Strong sense of modern design aesthetics
- Ability to multitask and manage time effectively under tight deadlines – fastidiously organized and able to keep multiple balls in the air simultaneously
- Analytical mindset with EXCEPTIONAL attention to detail, obsessive about getting things right and open to continual feedback
- Collaborative spirit with a willingness to learn and grow
- Proficiency in content creation tools (ex: InDesign, Canva)
- Expertise with Microsoft PowerPoint
- Experience with marketing email platforms (SendGrid, MailChimp, etc) and LinkedIn
- Understanding of SEO and content marketing strategies
- Ability to work independently and adapt quickly
- Ability to form order out of ambiguity
Nice-to-haves
- Experience with AI writing tools and automation platforms
- Financial services experience
- Salesforce experience
Benefits
- Hybrid workplace: work from home 2 days per week!
- Health insurance: competitive medical, dental, and vision programs
- Commuter benefits
- 401(k) with a company match
- Charitable contribution match program for employees
- Company-paid life insurance, short-term and long-term disability insurance
- Paid time off: vacation, personal days, sick leave, etc.
- Intentional culture celebrations and social outings
