Editorial Project Associate
Core
Manage the publication process for investment research reports and presentations, including editing, formatting, and distribution.
Role type
Senior IC editorial project associate
Builds
Investment research publications, presentations, and client-facing collateral
Domain
Investment management / Financial research
Required skills
Project management, proofreading, copyediting, Adobe InDesign, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, WordPress
Preferred skills
Investment terms and concepts familiarity, AI tools for workflow optimization
Responsibilities
Develop publication calendars and coordinate with authors; Edit research reports and materials for grammar and style; Format publications in InDesign and PowerPoint; Write short summaries for collateral; Post reports to internal and client websites; Support team operations by scheduling meetings and preparing content digests
Seniority
Junior to Mid-level, hands-on IC