Responsibilities

• Take responsibility for the full production and on-schedule delivery of financial product presentations, handling everything from data and content updates to compliance interaction and final distribution.
• Serve as a subject-matter expert for financial product data by compiling, aggregating, and articulating fund and index performance, portfolio holdings, characteristics, attribution, market and economic data, competitor insights, and peer group analysis to support accurate, scalable reporting.
• Ensure accuracy, quality, and consistency across all marketing materials, maintaining brand and build standards while accomplishing revisions efficiently and accurately.
• Complete a variety of ongoing and ad-hoc tasks, such as internal presentations, recurring research, reporting, and data sourcing. This work uses deep knowledge of internal systems and third-party financial platforms to ensure timely, responsive deliverables.
• Drive continuous process improvement and innovation by finding opportunities to scale workflows, enable automation, and improve efficiency across data, reporting, and collateral delivery.
• Collaborate across functions with investment product management, marketing, compliance, data policy, technology, and build to produce high-quality content.

Requirements

• bachelor’s degree
• over three years of professional experience in financial services, asset management, or marketing
• proficiency in financial research platforms like Bloomberg, Morningstar, Barclays, FactSet, J.P. Morgan, and/or ICE Data Services
• advanced abilities in Microsoft Excel and PowerPoint

Preferred

• Seismic familiarity
• experience in SQL, macro development, and automation