Investment Production Analyst

• Support business development and retention activities through maintenance and automation of investment management marketing materials

• Support marketing materials for US institutional, intermediary, and wealth management clients and consultants

• Project-manage fund and strategy commentaries, pitchbooks, factsheets, product profiles, and other marketing collateral

• Source non-automated data for marketing materials

• Manage multiple simultaneous projects and communicate project status, issues, and resolutions

• Develop ad hoc custom marketing PowerPoint presentations with sales and compliance personnel

• Use Seismic for content maintenance, management, data automation, and distribution

• Develop understanding of US regulatory rules to support materials creation and maintenance

• Support process improvement projects and other assigned responsibilities

• Bachelor’s Degree or equivalent experience
• Proficiency in MS Office, especially Power Point
• Strong project management and stakeholder management skills
• Experience in financial services marketing or operations
• Proficiency in working with technology and AI to improve processes and productivity
• Great organizational skills and attention to detail within a fast‑paced environment with tight deadlines
• Asset management firm experience (nice-to-have)
• Graphic design experience (nice-to-have)

Demonstrates expertise in project management and marketing material development, with a strong focus on compliance and regulatory understanding in the financial services sector. Proficient in utilizing technology and AI to enhance productivity and streamline processes.

• Project Management
• Stakeholder Management
• Financial Services Marketing
• MS Office Proficiency
• Content Management with Seismic

• Project Management
• Marketing Material Development
• Data Automation
• PowerPoint Proficiency
• Process Improvement

• Organizational Skills
• Attention to Detail
• Communication Skills

• Bachelor’s Degree

• Investment Management
• US Regulatory Rules
• Asset Management
• Financial Services

• Seismic
• MS Office