Investment Content Production Lead

Responsibilities

• You’ll own the development and production of investment and client-facing materials for a portfolio of funds and strategies, including pitch books, client review materials, quarterly attribution reports, one-pagers and other investment content. You’ll partner across Sales, Investment Directors, Investment Product Management, Marketing and other teams to translate investment and business needs into accurate, compelling content that supports client conversations and important sales opportunities.
• You’ll manage complex content requests from initial need through final delivery, bringing together investment knowledge, strong content judgment and execution. You’ll help shape clear investment narratives, ensure quality and consistency, and identify opportunities to simplify, standardize and automate production while recognizing when customized, high-touch solutions are needed.

Requirements

• You have strong investment knowledge and an understanding of investment strategies, products and portfolio-related information.
• You have experience developing investment, product or client-facing content, such as pitch books, client review materials, attribution reports or other sales materials.
• You’re skilled at translating complex investment concepts and business needs into clear, compelling content for different audiences.
• You’re a strong collaborator who can coordinate across Sales, Investments, Product, Marketing and other partners to move complex requests forward.
• You have strong attention to detail and sound judgment, with the ability to identify potential issues or inconsistencies in investment content and data and partner with subject-matter experts to resolve them.
• You’re highly organized and comfortable managing multiple priorities, stakeholders and deadlines while maintaining quality and consistency.
• You look for opportunities to simplify, standardize and automate processes and can effectively partner with production, automation and technology teams to improve how investment content is created and delivered.

Benefits

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones