IM Financial Communications Consultant

Opportunity

Investment Management (IM) is seeking an experienced communications and financial analysis professional to join the Investment Reporting & Communications team. Reporting to the Head of IM Financial Communications, this role will partner closely with the entire team to help develop and execute IM's financial communications strategy.

The successful candidate will be responsible for analyzing investment, financial, and business performance data and translating complex information into clear, compelling communications for executive leadership, boards, rating agencies, and other internal and external stakeholders. Working across Investment Management and key enterprise functions, this individual will help shape cohesive narratives that connect investment performance and strategic priorities to broader enterprise objectives.

This role requires a combination of strong analytical capabilities, communication expertise, business acumen, and relationship management skills. The ideal candidate will serve as a trusted partner to investment and corporate leaders, helping ensure that Investment Management's financial results, strategic initiatives, and market perspectives are communicated accurately, consistently, and effectively.

The Investment Management Reporting & Communications team is part of the IM Strategy & Governance Organization. The team plays a critical role in advancing Investment Management's strategic priorities by driving transparency, governance, and effective decision‑making across the organization.

The broader Strategy & Governance organization is responsible for business strategy execution, governance, operating model evolution, budget oversight, board and rating agency engagement, investment compliance, due diligence, vendor oversight, manager oversight, investment data strategy, and enterprise stakeholder communications.

• Partner with the Head of Investment Management Financial Communications to develop and execute Investment Management's financial communications strategy.
• Help shape and communicate the financial narrative surrounding investment performance, investment operations, portfolio positioning, and strategic initiatives.
• Translate complex investment, market, and business information into concise, insightful communications tailored to executive, board, and external audiences.
• Support the development of messaging that aligns Investment Management's results and priorities with enterprise objectives and financial outcomes.
• Collaborate with senior leaders and subject matter experts to identify key themes, trends, risks, opportunities, and business developments requiring communication.

• Develop executive‑level presentations, reports, briefing materials, talking points, and supporting analyses for senior leadership, boards, rating agencies, and other stakeholders.
• Synthesize information from multiple investment, finance, risk, and operational teams into a cohesive and consistent narrative.
• Develop and maintain supporting analyses and attribution materials that reinforce key messages and strategic themes.
• Ensure messaging remains consistent across investment‑related reporting and communications.

• Partner with leaders across Investment Management, Finance, Risk, Actuarial, Strategy, Investor Relations, Enterprise Communications, and Media Relations to develop aligned messaging.
• Participate in regular business reviews, operating meetings, and strategic discussions to gather insights and understand emerging developments.
• Serve as a key point of coordination for investment‑related communications efforts across multiple stakeholder groups.

• Help establish and enhance end‑to‑end reporting and communications processes, ensuring accuracy, consistency, transparency, and strong governance.
• Develop a deep understanding of investment results and their underlying drivers to support effective communication and storytelling.
• Exercise independent judgment in analyzing information, identifying key insights, and developing recommendations.
• Co…