RFP & Product Marketing Analyst – Investment ...

RFP & Product Marketing Analyst – Investment ManagementThe OpportunityFounded by pioneers in the field with two Nobel Laureates, FullerThaler is a privately-owned boutique investment manager that has specialized in the application of behavioral finance to primarily the small and mid-cap equity market for over 30 years. Today, we manage over $30 billion in assets across a diversified client base consisting primarily of both financial intermediaries and institutional investors.We are seeking a full-time project-minded candidate to join our marketing/client service team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management.Your ResponsibilitiesWrite, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). Respond to client specific inquiries from consultants or advisors. Gather and analyze relevant data and answers from different financial ternal Marketing support: Create and update factsheets, presentations, and commentariesSupport our Sales team with ad-hoc marketing materials, product positioning materials and reportingClient Reporting & Analytics Maintain and update external performance reporting databases and client databasesAnalyze the necessary data and respond to data requests from clients or their advisorsOther responsibilities & Internal Coordination Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects.What You Will NeedSuccessful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. With less than 30 employees the candidate should display comfort with autonomy and an ability to handle multiple requests simultaneously in the face of shifting priorities. You will collaborate on a frequent basis with investment, sales, and compliance colleagues.Required QualificationsAt least 2 years of relevant work experienceExcellent written and verbal communication skillsStrong analytical and problem-solving skillsAttention to detail and the ability to multi-task and work efficientlyAbility to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning, collaborating, and organization skillsStrong work ethicProficiency with Microsoft Office products, especially Word, Excel, and PowerPointIn-person at our San Mateo, CA office five days per week with the opportunity to learn from peer mentors and grow their career. The role is not a remote or virtual job.Preferred QualificationsDegree majors in Finance, Business, Economics or similar fieldsIdeally 5+ years of relevant work experiencePrevious work experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPsExperience with FactSet, Morningstar, or other investment softwareDemonstrates knowledge of how Artificial Intelligence tools (e.g., ChatGPT, Copilot) can be applied to investment writingWhat You Will GetYou will have direct exposure to senior leadership and opportunities to grow your skills in client servicing, investment communications, and marketing.One of the most generous benefits in the industry, including:50% 401k Match100% paid Medical, Vision, Dental Insurance100% paid Short-Term Disability, Long-Term Disability, and Life InsuranceGenerous Profit SharingDefined Benefit Plan / Cash BalanceCandidates are encouraged to make progress toward CFA, CIMA, and/or CIPM credentials.Additional InformationA background check will be conducted after a conditional offer of employment. Visit our website for more information at FullerThaler is an equal opportunity employer. Please refer to our Applicant Privacy Notice below which contains important information on how we handle your non-public personal information. Pay is based on several factors including education, job-related knowledge, skills, and experience, certifications, and other job and business-related factors. Other forms of compensation may be provided as part of a total compensation package. The annual salary ranges from seventy thousand to one hundred forty thousand dollars. This position is full-time and exempt from overtime pay. For candidates with limited experience, we may offer an internship which has the option to transition to a full-time role.Fuller & Thaler Asset Management, Inc. (F&T or FullerThaler) Applicant Privacy NoticeThe privacy and security of your personal data (the “Personal Information”) which we collect from you is very important to us. It is equally important that you understand how we handle this data.By applying for employment with F&T, you expressly acknowledge that you have read, understand and agree to all of the terms of this Privacy Notice as outlined below and as it may be modified by us from time to time with or without prior notice.Collection of InformationIn the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. The nature of the Personal Information collected varies somewhat for each applicant, depending on the position responsibilities, your citizenship, the location of the facility where you may work, and other factors. We collect Personal Information from you solely for business purposes, including those related directly to your application and prospective employment with F&T, and those required by governmental agencies.Data collected may include, without limitation, such things as:Your namePhone number(s)Email address(es)Mailing addressCurrent and past residential addressesInformation contained in background checksResume with employment history and education informationGovernment identification documents and numbers, e.g., Social Security number, driver’s license numberDate of birthAnyone who sends unsolicited Personal Information to F&T by any means, e.g., mail, email, or fax, expressly consents to the storage, destruction, processing, or disclosure of the data, as well as any other reasonable business-related use by F&T or any government agency of the unsolicited data.F&T will not knowingly collect or use Personal Information in any manner not consistent with this Notice, as it may be amended from time to time, and applicable laws.Because the Personal Information collected by F&T is necessary for business purposes, you are required to provide it. Your refusal or failure to provide the requested Personal Information may, therefore, disqualify you from employment with F&T or from receipt or enjoyment of certain corporate benefits.Use of the Information We CollectWe will not sell your Personal Information to any third party. The primary purposes for collection, storage and/or use of your Personal Information include, but are not limited to:Human Resources Management. We collect, store, analyze, and share (internally) Personal Information in order to attract, retain, and motivate a highly qualified workforce. This includes recruiting, compensation planning, succession planning, reorganization needs, performance assessment, training, employee benefit administration, compliance with applicable legal requirements, and communication with applicants and/or their representatives.Business Processes and Management. Personal Information is used to run our business operations including, for example, scheduling work assignments, managing company assets, and populating employee directories. Information may also be used to comply with government regulations.Safety and Security Management. We use such Personal Information as appropriate to ensure the safety and protection of applicants, assets, and munication and Identification. We use your Personal Information to identify you and to communicate with you.Disclosure of DataF&T acts to protect your Personal Information and ensure that unauthorized individuals do not have access to your Personal Information by using security measures to protect Personal Information. We will not knowingly disclose or otherwise distribute your Personal Information to any third party without your knowledge and, where appropriate, your express written permission, except under the following circumstances.Legal requests and investigations. We may disclose your Personal Information when such disclosure is reasonably necessary (i) to prevent fraud; (ii) to comply with any applicable statute, law, rule or regulation; or (iii) to comply with a court order.Third-party vendors and service providers. We may, from time to time, outsource services, functions, or operations of our business to third-party service providers. When engaging in such outsourcing, it may be necessary for us to disclose your Personal Information to those service providers, e.g., a payroll service or a benefits provider. In some cases, the service providers may collect Personal Information directly from you on our behalf. We will work with any such providers to restrict how the providers may access, use and disclose your Personal Information.When using a third party provider to whom we must furnish your Personal Information, we will select reliable third parties and we will require them to enter into written agreements with F&T which will (i) specify the rights and obligations of each party; (ii) provide that the third party has adequate security measures in place to protect the Personal Information; and (iii) the provider will only process Personal Information on the specific written instructions of F&T.Protection of F&T and Others. We may release Personal Information when we believe release is necessary to comply with the law; enforce or apply our policies and other agreements; or protect the rights, property, or safety of F&T, our employees, or others. This disclosure will never, however, include selling, renting, sharing or otherwise disclosing your Personal Information for commercial purposes in violation of the commitments set forth in this Privacy Policy.Security of Your Personal InformationWe employ reasonable security measures and technologies, such as password protection, encryption, physical locks, etc., to protect the confidentiality of your Personal Information. Only authorized employees have access to Personal Information.F&T will make reasonable efforts to secure Personal Information stored or transmitted electronically secure from hackers or other persons who are not authorized to access such Information.Your Rights and ChoicesYou have the right to request that we disclose certain information to you about the Personal Information collected and used over the past 12 months. Once we receive your verifiable request, we will disclose to you:The categories of specific Personal Information collected about youThe sources of the Personal Information we collected about youThe business purpose for collecting your Personal InformationThe categories of third parties with whom we share your Personal InformationWhether or not any information has been sold or disclosed in the past 12 months and the relevant categoriesYou may send a request by e-mail, telephone or mail at the following:F&T will not discriminate against you for exercising any of your rights and choices related to your Personal Information.Any questions regarding this Privacy Notice may also be directed to the Chief Compliance Officer.FullerThaler is a brand name of Fuller & Thaler Asset Management, Inc. This website is directed only to US institutional investors. FullerThaler may only transact its investment advisory business in states where it is notice-filed as an investment adviser or otherwise exempt from state requirements. The information on this website is neither an offer to sell nor a solicitation of an offer to buy any product or service in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. Nobel Prize is a trademark of the Nobel Foundation.Copyright 2025 FullerThaler. All rights reserved. #J-18808-Ljbffr

Created: 2025-09-17