Responsibilities

• Conduct investment, market, competitive, and thematic research to support the development of timely and differentiated content.
• Partner closely with the Director of Content Strategy and Investment Strategists to develop client-facing content in support of our priority investment themes across asset classes and audiences.
• Collaborate with Investment Directors, Macro Strategists, broader investment teams, and commercial partners within the firm to surface and integrate key themes, client questions, market insights, and investment narratives.
• Synthesize complex investment research and strategist’s perspectives into clear findings, key messages, supporting evidence, and client-relevant implications.
• Develop charts, data visualizations, presentation materials, other research and strategy-driven content components for use across wealth and institutional channels, including building and maintaining a library of “ready-to-use” content to support client conversations across wealth and institutional channels.
• Ensure that research, data, and investment messaging are accurate, appropriately sourced, current, and consistent across related materials, acting as a central point of coordination across teams.
• Capture and synthesize feedback and insights from strategist and client interactions, sharing key themes with internal stakeholders to inform ongoing content priorities and client engagement.
• Incorporate new tools and technologies, including AI-enabled research and content solutions, to improve the speed, consistency, and scalability of content creation and delivery.
• Coordinate effectively across investment, content, market data services, compliance, and commercial teams to support the timely delivery of investment content.

Requirements

• 3-5 years of experience in asset management, financial services, or financial journalism, with a focus on investment research and investment content creation.
• Strong understanding of global markets, investment products, macroeconomic trends, asset classes, and investment approaches.
• Strong data visualization and charting skills, with an eye for clarity and the ability to effectively turn data into compelling investment messages and storytelling.
• Experience developing or supporting client-facing investment materials, including presentations, research reports, market commentary, or thought leadership.
• Excellent written and editorial skills, with the ability to communicate complex investment ideas clearly and accurately.
• Strong judgment regarding what is relevant to institutional, wealth, and intermediary audiences.
• Effective collaboration skills, with the ability to work across investment, client, and commercial teams.
• Strong organizational skills and attention to detail, with the ability to manage multiple deliverables and timelines.
• Presentation and communication skills, with the flexibility to support overflow strategist or commercial engagements as needed.
• Familiarity with financial data platforms and research tools. Experience with platforms such as Bloomberg, FactSet, Morningstar, or similar tools is advantageous.

Preferred

• A CFA designation, CFA candidacy, or another relevant investment qualification is a plus.

Benefits

• Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)