Responsibilities

• Own the end-to-end process for creation, updates, and production of investment collateral, including fact sheets, commentaries, presentations, and related materials.
• Serve as the single point of coordination across Investments, Marketing, Compliance, and external design/printing partners.
• Translate inputs from investment teams into clear production plans with defined timelines, milestones, and ownership.
• Lead the quarter-end investment content production cycle, ensuring deadlines are met across all strategies.
• Identify bottlenecks, dependencies, and risks early; proactively adjust workflows to maintain timelines.
• Continuously refine and streamline quarter-end processes to reduce cycle time, rework, and manual effort.
• Design, document, and maintain standardized workflows for investment content production.
• Manage project tracking, version control, approvals, and handoffs across teams.
• Partner with Compliance to ensure all materials meet regulatory and brand standards prior to release.
• Work closely with portfolio managers, analysts, marketing, compliance, and operations to align on priorities and delivery expectations.

Requirements

• Bachelor’s degree in Marketing, Communications, Finance, or a related field.
• 6–10+ years of experience in marketing operations, investment marketing, creative services, or production management—preferably within investment management, asset management, or financial services.
• Hands-on experience managing complex, deadline-driven production cycles (quarter-end experience strongly preferred).
• Strong familiarity with investment collateral types and approval workflows.
• Experience partnering with compliance and regulated content review processes.
• Exceptional project and process management skills with strong attention to detail.
• Highly organized, proactive, and comfortable operating independently.
• Strong cross-functional communication and stakeholder management skills.
• Ability to thrive in fast-paced, deadline-driven environments.
• Process-oriented mindset with a continuous improvement approach.

Benefits

• Competitive Pay
• Medical, Dental, and Vision Insurance (starting day 1)
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time