Investment Content Production Lead

Capital Group • Irvine, CA

5d • Onsite

About The Position

The Investment Content Production Lead oversees the production of pitch decks, quarterly attribution reports, one pagers and more for a set of funds/strategies and is accountable for ensuring quality, consistency and timely delivery. These materials are usually product specific and are used across institutional, gatekeeper and RIA audiences. The Investment Content Production Lead also leads the collaboration between Sales, Investment Directors, Investment Product Management and other key stakeholders to guide enhancements and craft compelling narratives to further NACG business goals.

Requirements

• Bachelor’s degree.
• Experience working with mutual funds, investment research, and/or other investment tools.
• Investment product knowledge.
• Previous project management experience.
• Ability to manage multiple priorities.
• Previous experience dealing with multiple stakeholders.
• Ability to influence senior business leaders on strategic business matters.
• Ability to identify issues and recommend solutions on complex and broad matters.
• Ability to plan processes and work across broad, diverse groups to ensure work is completed in a timely manner.
• Ability to build appropriate rapport with internal and external contacts.
• Ability to lead and manage projects of significant scope across the organization.

Nice To Haves

• CFA designation is a plus.

Responsibilities

• Oversees the production of pitch decks, quarterly attribution reports, one pagers and more for a set of funds/strategies.
• Ensures quality, consistency and timely delivery of investment content.
• Leads collaboration between Sales, Investment Directors, Investment Product Management and other key stakeholders.
• Guides enhancements and crafts compelling narratives to further NACG business goals.
• Manages multiple priorities.
• Deals with multiple stakeholders.
• Influences senior business leaders on strategic business matters.
• Identifies issues and recommends solutions on complex and broad matters.
• Plans processes and works across broad, diverse groups to ensure work is completed in a timely manner.
• Builds appropriate rapport with internal and external contacts.
• Leads and manages projects of significant scope across the organization.

Benefits

• Competitive salary
• Bonuses
• Health benefits from day one
• Generous time-away
• Flexible work options
• 2-for-1 matching gifts for charitable contributions
• Opportunity to secure annual grants for organizations
• On-demand professional development resources
• Company-funded retirement contribution (15% of eligible earnings)
• Individual annual performance bonus
• Capital's annual profitability bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Senior