Project Manager

• Own and manage marketing project workflows from initiation through completion, ensuring projects remain on schedule and deadlines are consistently met
• Serve as the primary coordinator within Teamwork or similar project management platforms, maintaining timelines, deliverables, dependencies, and overall project visibility
• Proactively identify bottlenecks, follow up with stakeholders, and drive accountability across internal teams and external vendors
• Coordinate with designers, writers, consultants, subject matter experts, and creative partners to support the successful execution of marketing initiatives
• Publish and update website content, including blogs, landing pages, and digital marketing assets
• Maintain and continuously improve marketing processes, templates, workflows, and documentation to enhance operational efficiency and scalability
• Facilitate communication across stakeholders through clear project updates, status reporting, and timeline management

Marketing Project Coordinator

Financial Planning and Analysis

• Conducting industry, market and company-specific research
• Performing financial analysis and financial modeling
• Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations
• Conducting preliminary valuation work
• Researching investment opportunities and sector themes throughout the construction, infrastructure, and facility services landscape
• Providing support to members of the investment banking group and other duties as assigned
• Managing multiple projects efficiently and independently in a fast-paced work environment
• Supporting multiple sector coverage teams in business development activities
• Meticulously documenting client and transaction activity

Investment Banking Analyst II

Consultant

• Participate in compensation consulting engagements, from project kick-off through final report development and presentation.
• Conduct market benchmarking analyses utilizing a variety of compensation surveys and market data sources.
• Coordinate within internal project teams to evaluate job roles and career paths, develop salary structures, design incentive plans, and refine compensation-related programs to meet clients’ objectives.
• Prepare client-ready reports, presentations, and data insights utilizing Excel, PowerPoint, AI-enabled technologies, and other data visualization and analysis tools.
• Attend client meetings and confidently communicate technical concepts and data-driven findings and recommendations.
• Organize and prioritize assignments to ensure work is completed within established scopes, timelines, and budgets.
• Contribute to the continuous improvement of FMI Compensation & Rewards analytical tools, methodologies, and internal processes.
• Build effective working relationships with clients and colleagues across FMI.
• Provide guidance and support to junior team members.

Compensation Consultant

• Help lead FMI’s financial sponsors coverage efforts, developing and executing a strategic plan to deepen relationships with private equity firms
• Originate and drive revenue opportunities across FMI’s full platform, including M&A advisory, due diligence, strategy, and operational consulting
• Serve as primary relationship manager for key sponsor accounts, building long-term, trusted partnerships
• Identify and develop opportunities with sponsor-backed portfolio companies across FMI’s sectors
• Collaborate with senior leaders across investment banking and consulting to position solutions to clients
• Provide market insight and thought leadership on private equity trends, sector dynamics, and investment themes
• Mentor and develop junior team members, supporting team growth and capability building
• Establish and refine internal processes for sponsor coverage, including coordination, tracking, and reporting
• Represent FMI at industry events, conferences, and sponsor meetings to enhance brand visibility

Director, Financial Sponsors Coverage

Business Analyst

• Manage logistics and competing priorities for senior FSC leaders to align outreach efforts with growth objectives.
• Develop high-quality presentations, reports, and executive dashboards.
• Maintain and update CRM records and client activity.
• Analyze private equity firms, portfolio companies, and ownership timelines to identify client development opportunities.
• Coordinate internal follow-up and drive accountability across teams.
• Support strategic initiatives and special projects.

Financial Sponsors Coverage Analyst

• Lead and manage client engagements from initial scoping through final delivery and potential renewal, ensuring alignment with project objectives, timelines, budgets, and FMI quality standards
• Develop and execute project plans, including defining team roles, establishing communication cadences, and driving accountability for key milestones and deliverables
• Oversee and mentor project teams by delegating work effectively, monitoring performance and level of effort, and providing ongoing coaching and actionable feedback
• Serve as a primary point of contact for clients, building strong relationships and engaging confidently with senior and executive-level stakeholders through meetings, presentations, and workshops
• Facilitate clear, proactive communication across clients, internal teams, and FMI leadership to ensure alignment, manage expectations, and address challenges as they arise
• Identify client needs and opportunities to expand FMI’s services, contributing to business development efforts including proposal support, contract renewals, and broader practice growth initiatives
• Contribute to the growth of the Energy & Power practice and broader firm by developing tools, frameworks, and collateral; participating in speaking engagements, publications, and FMI programs; and demonstrating a strong understanding of FMI’s full suite of services to support client needs

Senior Consultant, Energy & Power

Director

• Provide strategic leadership for FMI’s experiential programs, ensuring alignment with firm strategy, market demand, and evolving client needs
• Own end-to-end program performance across assigned offerings, operating each program as a business with accountability for revenue growth, profitability, client experience, and continuous improvement
• Build, lead, and develop a high-performing team of Program Operations Managers, Coordinators, and subcontracted staff, setting clear expectations, driving accountability, and ensuring operational discipline
• Own program financial performance, including revenue growth, forecasting, budgeting, pricing strategy, and margin management
• Lead business development for assigned programs, including client discovery, proposal development, and pricing strategy, with accountability for pipeline performance and enrollment targets
• Partner cross-functionally with Marketing, Consulting, and Operations to drive program visibility, demand generation, and execution excellence
• Own the end-to-end client and participant experience, ensuring programs deliver practical, industry-relevant outcomes that drive retention, repeat business, and long-term client relationships
• Identify and implement opportunities to improve efficiency, scalability, and overall program impact through systems, processes, and operational improvements
• Participate in facilitation and content refinement as needed, ensuring alignment with built environment client needs and translating industry challenges into practical learning experiences

Programs Director

Administrative Assistant

• Coordinate the full administrative lifecycle of investment banking deals, including new client/project setup, compliance tracking, and deal closure documentation.
• Provide direct support to the President of Investment Banking on monthly reports, dashboards, special projects, and executive-level administrative tasks.
• Assist analysts, associates, vice presidents, and managing directors with day-to-day administrative needs and cross-functional support.
• Manage billing and financial workflows by drafting and routing invoices, obtaining approvals, coordinating with accounting, and ensuring project-related expenses are accurately billed.
• Maintain organized and up-to-date internal client files.
• Coordinate recurring internal meetings, including scheduling, virtual meeting setup, and preparation of supporting materials.
• Collaborate with administrative team members across Investment Banking offices to ensure continuity of support and share best practices.
• Support recruiting efforts, including interview scheduling, candidate travel logistics, and expense reimbursements.

Administrative Coordinator – Investment Banking

Product Marketing

• Engage with stakeholders at all levels of client organizations, including executives, BD leaders, and marketing teams
• Conduct primary and secondary research to uncover market trends, client needs, and growth opportunities
• Develop clear, client-ready deliverables (presentations, reports, tools, and meeting materials)
• Manage workstreams across multiple engagements, ensuring timelines, coordination, and follow-through
• Deliver exceptional client service through responsiveness, ownership, and strong communication
• Contribute to FMI thought leadership through research and content development
• Evaluate BD and marketing materials for clarity, effectiveness, and alignment to strategy
• Support development of BD enablement tools (call plans, discovery questions, proposal storylines, interview prep guides)
• Help craft differentiated messaging and value propositions aligned to target markets and buyer needs
• Collaborate with marketing teams on campaign planning (content strategy, events, digital nurture, account-based efforts)
• Define and track growth KPIs (pipeline health, win rate, client expansion, proposal throughput, campaign performance)
• Support CRM utilization and pipeline discipline, including reporting and forecasting visibility
• Facilitate workshops and training sessions to drive adoption of GTM tools, processes, and best practices

GTM Strategy Consultant

• Provide professional administrative support to multiple Performance practice consultants
• Serve as a point of contact for internal team members, ensuring timely and professional communication
• Support project coordination by tracking timelines and deliverables across multiple client engagements
• Prepare, format, and proofread client-facing materials such as presentations, reports, proposals and program documents with accuracy and in a timely manner
• Organize and maintain digital (and physical if necessary) files, ensuring accuracy, accessibility, and compliance with company standards
• Anticipate team needs and proactively address administrative challenges to improve efficiency and workflow
• Administer client surveys and develop corresponding survey results
• Facilitate invoicing of professional fees and expenses to clients
• Ensure consistency and adherence to FMI branding and document standards across all deliverables
• Facilitate printing, packing and shipping of client deliverables including workbooks and reports
• Other duties as assigned

Administrative Coordinator

Digital Marketing

• Develop and execute a data informed digital marketing strategy aligned with FMI’s growth objectives
• Lead integrated, cross channel campaigns across paid media, social, email, and web
• Translate FMI’s brand and thought leadership into compelling digital experiences that engage target audiences
• Continuously refine strategy, messaging, and channel mix based on performance insights and market trends
• Plan, manage, and optimize paid media campaigns across platforms such as Google Ads, LinkedIn, and industry publications
• Own campaign performance across the funnel, with a focus on conversion, cost efficiency, and pipeline contribution
• Apply structured testing such as A/B testing, audience segmentation, and creative optimization to improve results over time
• Partner closely with business development and lead generation teams to align marketing efforts with pipeline and revenue goals
• Design and execute targeted nurture campaigns that move prospects through the buyer journey
• Support lead management processes, ensuring timely and effective handoff of qualified leads
• Optimize segmentation, lead scoring, and lifecycle workflows to improve conversion rates
• Manage and optimize FMI’s marketing automation platform, HubSpot, to support campaign execution and nurture programs
• Ensure strong alignment and integration between marketing automation and CRM, Salesforce, systems for accurate tracking and attribution
• Maintain audience personas and segmentation strategies grounded in performance data
• Leverage dashboards and reporting tools to monitor campaign and channel performance
• Translate data into clear, actionable insights that inform strategy, targeting, and content decisions
• Identify trends, gaps, and opportunities across the funnel and recommend improvements
• Foster a culture of data informed decision making across marketing and business development teams
• Lead FMI’s social media strategy with a focus on amplifying thought leadership and supporting lead generation and business development activities
• Enable consultants and bankers to effectively use platforms like LinkedIn to build visibility and relationships
• Manage content distribution tools such as Gaggle to ensure consistent, on brand engagement
• Track engagement and refine strategies to increase reach and impact
• Act as a trusted partner to internal stakeholders, helping them leverage digital marketing to support client development
• Collaborate across marketing, lead generation, and leadership to align on priorities and outcomes
• Stay current on digital trends, AI tools, and best practices to continuously improve FMI’s marketing effectiveness

Digital Marketing Manager

Analyst

• Work effectively with people at all levels across in a client organization, including senior-level executives
• Meet demanding client deadlines while supporting engagements with multiple clients simultaneously
• Develop contacts lists in spreadsheet format, reaching out to contacts via email and cold calling to set up field and telephone interviews, engaging contacts in discussion to reveal key insights
• Collect, analyze, and interpret market and company data into valuable insights
• Synthesize findings into well-written and visually compelling summary reports and presentations
• Utilize your problem-solving skillset to address key business challenges
• Present findings and recommendations during client debrief

Strategy Analyst

Learning and Development

• Provide internal project coordination support across multiple concurrent programs and sessions, including maintaining project workstreams, tracking milestones, and managing file organization and archiving.
• Monitor participant and program updates, assess impact to materials and assessments, and implement necessary adjustments to ensure accuracy and alignment.
• Monitor relevant client communications and coordinate shipment notifications as needed.
• Manage assessment administration across multiple programs, including launching assessments, communicating with participants, sending reminders, resolving technical issues, tracking completion, and distributing reports.
• Manage ordering, production, shipment, and tracking of participant and program deliverables, including activities and materials.
• Maintain and track inventory of materials and activity supplies.
• Coordinate and schedule virtual one-on-one debrief sessions between coaches and participants, including Zoom logistics and calendar invitations.
• Complete invoicing, payment processing, and subcontractor expense audits in partnership with accounting.
• Execute post-event follow-up, including distributing evaluation surveys, compiling reports, and sharing results with the team.
• Proof work plan documents, workbooks and presentations for spelling, grammar (according to AP Style rules) and formatting (according to current FMI corporate marketing guidelines) with client-ready results.

Training Coordinator

Application Engineer

• Manage and develop API integrations across platforms such as Salesforce, Cvent, HubSpot, and NetSuite, ensuring data consistency and seamless automation
• Design, implement, and maintain workflow automations using scripting languages (preferably Python) and no-code tools such as Zapier
• Maintain AWS cloud infrastructure, including EC2 instances, VPCs, IAM, RDS, security groups, and storage solutions, ensuring security and scalability
• Manage on-premises servers using Proxmox to run services and virtualized environments
• Monitor application events alerts, job schedules, capacity monitors, and performance KPIs
• Create and own change requests raised to address any of the above issues
• Manage and configure Linux-based systems and leverage bash scripting for system automation and process optimization
• Utilize Apache Airflow for orchestration and scheduling of automated workflows across business systems
• Handle escalated support cases that require engineering-level troubleshooting and solutions
• Collaborate with the Application Support Manager and Analysts to translate business requirements into technical solutions
• Proactively share knowledge with the team and update the knowledge base with support documentation (e.g., Confluence)
• Implement and maintain dbt (data build tool) workflows to manage transformations and data pipelines
• Collaborate with data teams to ensure smooth development workflows using Git and GitHub for version control and code collaboration
• Manage and optimize GitHub repositories, ensuring proper documentation, branch management, and code reviews for business systems projects
• Optimize system performance through automation, custom scripts, and server management
• Implement data migration strategies and cloud/on-prem storage solutions for scalable business systems
• Ensure all systems and integrations adhere to data security policies and industry best practices
• Document technical workflows, processes, and configurations for internal and external stakeholders
• Work with third-party vendors and internal teams to support system enhancements, upgrades, and performance improvements

Application Support Engineer

Content Manager

• Partner with senior leaders across Consulting and Investment Banking to shape distinctive, market relevant points of view
• Develop and maintain an integrated content calendar aligned to firmwide and sector specific priorities
• Design and optimize end to end content workflows including intake, subject matter expert collaboration, drafting and review cycles, approval and distribution, repurposing, and amplification
• Develop and refine thought leadership including articles, reports, sector briefs, case studies, transaction related content, and campaign assets
• Establish templates, editorial standards, and messaging guidelines to ensure consistency across business units
• Collaborate with subject matter experts to translate complex insights into clear, compelling content
• Support content repurposing across web, email, social, and go to market campaigns
• Organize and tag content to improve usability, discoverability, and search visibility
• Ensure consistent messaging across Consulting and Investment Banking while preserving the distinct value propositions of each
• Support sector expansion and growth initiatives with tailored content strategies
• Contribute to the development of structured proof assets including case studies, transaction summaries, and client impact stories
• Collaborate with Marketing, Revenue Operations, Senior Bankers, and Client Managers to ensure content supports the full commercial funnel
• Analyze content performance and recommend data driven improvements
• Track and report on content effectiveness in supporting pipeline and sector growth