Marketing Data Analyst

CAPTRUST is seeking an entry-level Marketing Data Analyst. In this role you will play a crucial role in supporting our marketing efforts by analyzing data, generating insights, and contributing to data-driven decision-making. This is an exciting opportunity for a recent graduate or early career professional looking to kickstart their career in marketing within the financial services industry.

Overview of Department

CAPTRUST’s marketing strategy is a combination of the high-level activities listed below, which are intended to support the firm’s growth efforts and the needs of its institutional and wealth management clients:

• Targeted and appropriate messaging communicated through automated marketing platforms and applications, media outlets and publications, corporate websites, and presence on social media.
• Successful application and delivery of the brand through print, electronic, and in-person media to create a consistent and world-class experience for all interactions.
• Real-time support for business development opportunities based on market intelligence, historical data and trends, and understanding of the opportunity to ensure a successful outcome.
• Drive brand awareness and pre-qualify wealth and institutional advisors and firms for potential acquisition.
• Create or support events designed to establish CAPTRUST, its advisors, and subject matter experts as thought leaders within appropriate market segments.

Responsibilities

• Data Analysis: Gather, clean, validate, and analyze data using statistical techniques, data mining, and data visualization methods to identify trends, patterns, and insights.
• Reporting: Create and maintain regular reports, dashboards, and presentations to communicate marketing performance metrics and insights to stakeholders.
• Market Research: Conduct market research to identify opportunities, customer segments, and competitive landscape, and provide recommendations for marketing strategies.
• Customer Segmentation: Collaborate with the marketing team to segment clients based on various criteria and develop personalized marketing strategies.
• Competitive Analysis: Monitor competitors' marketing activities and strategies to identify opportunities and threats in the market.
• Data Management: Ensure data accuracy, integrity, and compliance with data protection regulations.
• Stay Current: Stay up to date with industry trends, emerging marketing technologies, and best practices to continuously improve marketing strategies.

Qualifications

• Minimum Qualifications:
• Bachelor’s degree in marketing, business, statistics, economics, or a related field or relevant years of experience.
• Strong analytical skills with proficiency in data analysis tools such as Microsoft Excel, SQL, and data visualization tools like Tableau or Power BI is essential.
• Desired Qualifications/Skills:
• Experience with CRM platforms, such as Dynamics or Salesforce.
• Excellent communication and presentation skills.
• Detail-oriented with a passion for problem-solving.
• Ability to work independently and as part of a team.
• Eagerness to learn and adapt to new marketing technologies and trends.
• Previous internship or coursework related to marketing analytics is a plus.
• Must be coachable, possess curiosity, and a desire to learn.