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), Financial services marketing/operations experience, Regulatory compliance knowledge, Process automation/AI proficiency
Preferred skills
Asset management firm experience, Graphic design
Technologies
Seismic, MS Office, AI tools
Responsibilities
Manage assigned fund and strategy commentaries and pitchbooks to high quality; Source data for non-automated marketing materials; Develop custom marketing PowerPoint presentations; Support content maintenance and data automation in Seismic; Support process improvement projects
