Responsibilities

• Lead the end‑to‑end lifecycle for annual fund board presentations across ~170 products, including planning, data validation, content collection, version control, editorial review, quality checks, and final signoffs.
• Execute extensive work in PowerPoint, Excel, and content‑management systems.
• Oversee reporting governance, including timeline development, milestone tracking, dependency management, risk escalation, and coordination across reporting cycles.
• Maintain audit‑ready documentation, update process workflows, and drive continuous improvement across board reporting processes.
• Manage and update all report‑related brand elements—URLs, logos, QR codes, and other branded assets—to ensure consistency with enterprise standards.
• Participate in key oversight forums, including weekly/bi‑weekly Board Prep meetings, ensuring alignment on agenda changes and legal updates.

Requirements

• Bachelor’s degree or equivalent experience in marketing, finance, data management, or a related field.
• 3–5 years of experience in marketing, data analysis, reporting, or similar operational roles.
• Advanced proficiency in Microsoft PowerPoint and Excel.
• Excellent written and verbal communication skills.
• Confidence and professionalism when engaging with senior stakeholders.
• Demonstrated ability to manage multiple priorities, work under tight deadlines, and adapt to shifting needs.
• Strong attention to detail and familiarity with applying brand standards.

Preferred

• Experience with content‑management platforms, shareholder‑reporting systems, performance analytics systems, or compliance‑workflow tools.

Benefits

• competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.