Investment Content Production Lead
About The Position
The Investment Content Production Lead owns the development and production of investment and client-facing materials for a portfolio of funds and strategies. Materials include pitch books, client review materials, quarterly attribution reports, one-pagers, and other investment content. The role partners with Sales, Investment Directors, Investment Product Management, Marketing, and other teams to turn investment and business needs into accurate, compelling content that supports client conversations and sales opportunities. The role manages complex content requests from initial need through final delivery, combining investment knowledge, content judgment, and execution. It helps shape clear investment narratives, ensures quality and consistency, and identifies opportunities to simplify, standardize, and automate production while recognizing when customized, high-touch solutions are needed.
Requirements
- Strong investment knowledge and understanding of investment strategies, products, and portfolio-related information.
- Experience developing investment, product, or client-facing content, such as pitch books, client review materials, attribution reports, or other sales materials.
- Ability to translate complex investment concepts and business needs into clear, compelling content for different audiences.
- Strong collaboration skills and ability to coordinate across Sales, Investments, Product, Marketing, and other partners.
- Strong attention to detail and sound judgment, including ability to identify potential issues or inconsistencies in investment content and data and work with subject-matter experts to resolve them.
- Highly organized, with ability to manage multiple priorities, stakeholders, and deadlines while maintaining quality and consistency.
- Ability to partner effectively with production, automation, and technology teams to improve content processes.
Responsibilities
- Own the development and production of investment and client-facing materials for a portfolio of funds and strategies.
- Produce materials such as pitch books, client review materials, quarterly attribution reports, one-pagers, and other investment content.
- Partner with Sales, Investment Directors, Investment Product Management, Marketing, and other teams to translate investment and business needs into content.
- Manage complex content requests from initial need through final delivery.
- Shape clear investment narratives and ensure content quality and consistency.
- Identify opportunities to simplify, standardize, and automate content production while recognizing when customized, high-touch solutions are appropriate.
- Partner with subject-matter experts to resolve potential issues or inconsistencies in investment content and data.
- Work with production, automation, and technology teams to improve how investment content is created and delivered.
Benefits
- Competitive salary and bonuses.
- Company-funded retirement contribution that factors in salary and variable pay, including bonuses.
- Generous time-away and health benefits from day one.
- Opportunity for flexible work options.
- 2-for-1 matching gifts for charitable contributions and opportunity to secure annual grants for organizations.
- On-demand professional development resources.
- Individual annual performance bonus and Capital's annual profitability bonus.
- Retirement plan with Capital contributing 15% of eligible earnings.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
