CareerPlan

Investment Content Production Lead

Irvine, USFull-time$126k–$201k2026-10-30 → 2026-11-11

Core

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, and one-pagers.

Role type

Investment Content Production Lead

Builds

Investment content (pitch books, attribution reports, one-pagers) for client conversations and sales opportunities

Domain

Asset Management / Investment

Required skills

Investment knowledge, content development, translating complex concepts, cross-functional collaboration, attention to detail, process automation

Responsibilities

Develop and produce investment materials, manage complex content requests from need to delivery, shape clear investment narratives, identify opportunities to simplify and automate production, partner with Sales, Investment, and Marketing teams

Seniority

Mid-Senior, hands-on IC