Capstone Headwaters Marketing Assistant in Boston, Massachusetts

Capstone Headwaters is a one of the largest and most active independent investment banking firms in the United States. CSHW has a rich 15+ year history of achieving extraordinary results for middle market entrepreneurs, business owners, investors and creditors.

Headquartered in Boston and Denver, Capstone Headwaters has over 150 professionals across 19 offices in the US, UK and Brazil with a global reach that spans an additional 30 countries. The firm offers a fully integrated suite of corporate finance services, including merger & acquisition, debt & equity private placement, corporate restructuring, valuation & fairness opinion, and financial advisory services. With 16 dedicated industry groups, Capstone Headwaters delivers sector-specific expertise through large, cross-functional teams on a global basis.

CSHW has been recognized as one of the top investment banks to work for, the top 3 most referred firms, and received “Middle Market Firm of the Year” honors for the past seven years. For more information, visit

We are looking for a self-driven, results-orientated person with a positive outlook as a Full-Time Marketing Assistant. This role will provide administrative support for the Marketing Team. Working closely with the Director of Marketing, this individual will ensure department-wide administration needs are met as described below. This role will have the opportunity to interact with the Marketing, Research and Business Development teams helping to facilitate cross-department collaboration. The successful candidate has strong communication and organizational skills and is comfortable working independently, multi-tasking and working in a fast-paced environment. This is a hands-on position for an energetic self-starter. Maturity and the ability to operate calmly and professionally in stressful situations.


  • Undertake daily administrative tasks to ensure the functionality and coordination of the department’s activities

  • Support Director of Marketing with various projects

  • Use SourceScrub, DataFox, ZoomInfo and other databases to find and research names, emails, addresses and other company data for specific marketing campaigns

  • Update spreadsheets, databases and contact lists with statistical, financial and non-financial information as needed

  • Assist with proofreading marketing materials for brand, style and content edits

  • Employ marketing analytics techniques to gather important data (social media, web analytics, rankings etc.)

  • Assist in the organizing of promotional events and traditional or digital campaigns to facilitate their success

  • Compose and post online content on the company’s website and social media accounts

  • Assist in the development of marketing literature (brochures, press releases etc) to augment the company’s presence in the market

  • Collate documentation and information for use in meetings and events

  • Organize and attend meetings and may act as recorder of proceedings. Coordinate follow-up actions.

  • Identify Public Relations opportunities for industry teams

  • Assist with CRM Management (DealCloud)

  • Help maintain any document libraries of collateral, including shared folders, team intranet and online portal

  • Work autonomously, with necessary guidance on projects to support marketing team as requested



  • Associate Degree in Marketing or Communications or

  • Bachelor’s degree with emphasis in marketing or communications or previous experience preferred

  • Familiarity with marketing automation software required; Experience with Marketo a plus

  • Experience with website editing and social media a plus

  • Excellent grammar and communication skills

  • Detail-oriented, highly organized and process management skills to manage a wide range of incoming requests and responsibilities

  • Editing or proofreading experience

  • High degree of proficiency with all MS Office applications, especially PowerPoint, Excel, Word and Outlook

  • Professional demeanor and team player