Description
The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow has frequently been named one of the Best Places to Work by Crain’s Chicago Business and is a Barron’s Top 100 RIA Firm.
Mesirow Integrated Marketing and Communications (IMC) oversees the Mesirow brand, creating a unified, seamless experience for key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media channels, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services.
Position overview
We are seeking an experienced RFP and Investment Communications Manager to oversee our firm’s RFP process and lead the development of investment content supporting institutional business development initiatives across our private capital platform.
This role requires exceptional writing and editing skills, high financial services acumen, strong process management capabilities, and the ability to build trust with senior investment professionals. The individual will partner closely with the Alternative Credit, Institutional Real Estate Direct, Capital Formation, Marketing, Compliance, and Corporate Services teams to support growth, strengthen brand positioning, and deliver client-focused, high-quality communications.
The role reports to the Global Head of Mesirow Capital Formation and Currency Solutions with strategic alignment to senior marketing leaders and Private Capital leadership.
Time allocation in this hybrid role will fluctuate. However, RFPs, RFIs and DDQs will take precedence due to their deadline-driven and business critical nature.
Key responsibilities
RFP, DDQ, and Client Questionnaire Management
Lead the creation, coordination, and delivery of RFPs, DDQs, RFIs, and consultant database updates for Alternative Credit and Institutional Real Estate Direct.
Gain in-depth knowledge of each investment team’s philosophy, process, and differentiators to ensure accurate, compelling, and competitive positioning.
Serve as a subject matter expert and steward of RFPIO, ensuring libraries are continuously updated, responses are high-quality, and workflows are efficient.
Train stakeholders and champion adoption of RFPIO, our enterprise RFP workflow platform; RFP process improvements; automation; and use of AI as appropriate.
Strategic Marketing & Content Development
Partner with subject matter experts to create investment content and thought leadership pieces for institutional audiences. This may include white papers, briefs, commentary, video etc.
Develop, manage, and execute a holistic editorial calendar in partnership with Marketing colleagues, aligning with firmwide themes, market opportunities, and brand strategy.
Ensure strategic alignment of all content with Mesirow’s brand story and organizational goals.
Collaborate with Client Experience Marketers to produce and refine product and service collateral, including fact sheets, pitchbooks, and commentary.
Track key engagement metrics to inform continuous improvement and reporting.
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $95,000 and $115,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.
EOE
Requirements
- Four-year degree, CFA and/or CAIA designation are a plus
- 7+ years of experience in marketing/communications; asset management industry experience required
- Proficiency using RFP management tools (ideally RFPIO) to efficiently coordinate responses, manage content, and support business development initiatives.
- Strong written and verbal skills
- Ability to effectively communicate, internally and externally
- Strong attention to detail
- Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated
- Ability to manage multiple priorities and perform effectively in a deadline-driven environment.
- Strong sense of accountability
- Dependable, positive attitude, innovative, team player and flexible
