Responsibilities

• Own the end-to-end production of marketing presentations, pitchbooks, fact sheets, and other client-facing collateral across equity and fixed income strategies.
• Partner with Investment Teams, Portfolio Specialists, and Product Managers to translate strategy positioning, performance data, and market commentary into clear, compelling, and compliant presentation materials. Apply creative design methods, standard formats, templates, and tools to convey investment information in a user-friendly manner.
• Maintain and update recurring materials (monthly/quarterly fact sheets, commentaries, performance decks) on a consistent production cycle, ensuring data accuracy and timeliness.
• Coordinate with Compliance and Legal to ensure all materials meet regulatory requirements (e.g., SEC/FINRA guidelines, GIPS presentation standards) prior to distribution.
• Collaborate with RFP and Data team members for responses with accurate, up-to-date content and exhibits, coordinating with Product Managers to ensure messaging remains current and consistent.
• Serve as a subject-matter resource on presentation content, formatting standards, and brand guidelines; ensure consistency across all client-facing materials.
• Collaborate with Sales, Client Service, Consultant Relations, Marketing, and Product Managers to tailor materials for specific client segments, channels, and geographies.
• Manage version control, approval workflows, and archiving presentation materials in accordance with firm policy.
• Work with the external vendor tool used to maintain the library of approved marketing materials, keeping the library current and organized.
• Document and communicate project status to project leaders using established workflows and team processes.

Requirements

• 5-7 years of experience in marketing presentations, product marketing, or investment communications at an asset management firm.
• Demonstrated experience supporting both equity and fixed income asset classes strongly preferred.
• Prior experience working directly with Portfolio Specialists, and/or Product Managers to develop client-facing materials.
• Experience navigating a compliance review process for regulated financial marketing materials.
• Advanced proficiency in PowerPoint required; experience with Excel and data/analytics tools (e.g., FactSet, Morningstar, eVestment, Bloomberg) strongly preferred.
• Graphic design skills, with proficiency in graphic design software.
• Excellent written and visual communication skills; ability to distill complex investment concepts into clear, client-ready narratives.
• Strong project management skills with the ability to manage multiple deliverables and stakeholders under deadline pressure.
• High attention to detail and commitment to data accuracy.
• Working knowledge of SEC/FINRA marketing rules and GIPS presentation standards.

Preferred

• CFA Institute Investment Foundations certification, CFA, CAIA, or progress toward a similar designation is a plus but not required.

Benefits

• Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.