Marketing Associate, Private Funds

Description

Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $300 million in equity capital and currently has over $600 million in assets under management. Our in-house management company is a leader in asset management; we have a tremendous amount of knowledge, blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 50 professionals in the corporate office dedicated to the in-house management of our 120+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nation’s most prolific real estate asset management firms.

Job Summary

The Marketing Associate will serve as a key execution partner to the Marketing Team and the Senior Managing Director of Investor Relations. This role supports the translation and delivery of the firm’s private fund strategy into clear, accurate, and professionally executed investor communications.

The ideal candidate is detail oriented, intellectually curious about private equity and capital markets, and is eager to develop fluency in fund structures, return profiles, and investment positioning. This role focuses on execution and coordination while working under the direction of senior IR leadership.

Marketing Associate Compensation (Full Time):

• Annual Salary $70,000-$80,000
• Remote Working environment, all equipment provided
• Potential Bonus Opportunities
• 401(k) Plan
• Medical benefit stipend of $525 per month
• Dental Insurance
• Vision Insurance
• Life, Hospital & Critical Illness Benefits available
• Pet Insurance
• Holiday Pay
• Paid Time Off (PTO)
• Work/Home Life Balance
• Opportunities for Career Advancement

Marketing Associate Key Responsibilities:

Investment Communication Support:

• Assist in translating investment strategy, fund structure, and market positioning into polished marketing materials under the guidance of the Senior Managing Director
• Ensure presentations, decks, website copy, and investor communications accurately reflect financial concepts and capital structure details
• Maintain version control and consistency across all investor facing materials

Digital Funnel Maintenance

• Support management of the firm’s digital marketing funnel, ensuring data flows accurately between CRM systems and external platforms
• Track prospect engagement and help prepare reports for the Investor Relations team
• Ensure smooth handoff of qualified prospects to IR

Content and Social Media Execution

• Maintain website content and execute the social media calendar to ensure consistent brand presence
• Assist in coordinating thought leadership pieces, webinars, and educational content related to fund strategy

Data and KPI Tracking

• Track KPIs, MQLs, and engagement trends to support capital formation efforts
• Assist in identifying areas where messaging or targeting may require refinement
• Support reporting efforts for senior leadership

Collateral and Campaign Coordination

• Format and distribute high quality pitch decks, investor updates, and marketing collateral
• Deploy marketing campaigns using internal software and communication tools
• Support logistical coordination for fund launches, webinars, and investor events

Partner and Team Support

• Provide organized and detail driven support to ensure a professional experience for existing and prospective Partners
• Coordinate with IR, and Marketing to maintain alignment across communications

Success in This Role is Measured By

• Accuracy and professionalism of investor facing materials
• Consistency between investment strategy and marketing messaging
• Reliable execution of campaigns and communication timelines
• Clear reporting that supports the capital formation process

Marketing Associate Requirements

• Experience 2 to 4 years of experience in marketing, financial services support, exposure to private equity, real estate investment, wealth management, or capital markets is strongly preferred.
• Financial Curiosity: Demonstrated interest in understanding private fund structures, return metrics such as IRR and equity multiples, and capital stack fundamentals.
• Technical Skills: Strong proficiency in PowerPoint and presentation formatting. Familiarity with CRM or marketing automation platforms such as HubSpot is preferred.
• Execution Focus: Ability to manage multiple tasks simultaneously while maintaining a high level of detail and organization.
• Communication: Strong written communication skills and confidence interacting professionally with high net worth investors and internal leadership.

Disclosures:

We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other legally protected status.

We are committed to providing reasonable accommodations for qualified individuals with disabilities during our application and hiring processes. If you need assistance or accommodation, please contact us at [email protected]

We participate in the federal E-Verify program to confirm the employment authorization of all newly hired employees. For more information, please review the Right to Work and E-Verify notices available here:

https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf (English)

https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPosterES.pdf (Spanish)

https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster.pdf (English)

https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPosterES.pdf (Spanish)