Investment Production Analyst
Core
Maintaining and automating marketing materials (pitchbooks, factsheets, commentaries) for US institutional, intermediary, and wealth management clients.
Role type
Investment Production Analyst
Builds
Marketing collateral for investment management capabilities
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Project management, MS Office (PowerPoint), Data sourcing, Regulatory compliance knowledge, Process improvement, Stakeholder communication
Preferred skills
Asset management experience, Graphic design
Technologies
Seismic, MS Office, AI tools
Responsibilities
Manage fund and strategy commentaries and pitchbooks to high quality; Source data for marketing materials; Develop custom PowerPoint presentations; Support content maintenance and automation in Seismic; Support process improvement projects.