Investment Content Production Lead

Capital Group • Irvine, CA

10d

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 translate 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.
• Skill in translating complex investment concepts and business needs into clear, compelling content for different audiences.
• Strong collaboration and coordination skills across Sales, Investments, Product, Marketing, and other partners.
• Strong attention to detail and sound judgment.
• Ability to identify potential issues or inconsistencies in investment content and data and partner with subject-matter experts to resolve them.
• Strong organizational skills and 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 creation and delivery.

Responsibilities

• Own the development and production of investment and client-facing materials for a portfolio of funds and strategies.
• Produce 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 turn investment and business needs into accurate, compelling content.
• Manage complex content requests from initial need through final delivery.
• Help shape clear investment narratives and ensure quality and consistency in investment content.
• Identify opportunities to simplify, standardize, and automate production while recognizing when customized, high-touch solutions are needed.
• Partner with production, automation, and technology teams to improve how investment content is created and delivered.
• Identify potential issues or inconsistencies in investment content and data and work with subject-matter experts to resolve them.

Benefits

• Competitive salary
• Individual annual performance bonus
• Annual profitability bonus
• Company-funded retirement contribution, including a retirement plan where Capital contributes 15% of eligible earnings
• Generous time away
• Health benefits from day one
• Flexible work options
• 2-for-1 matching gifts for charitable contributions
• Opportunity to secure annual grants for charitable organizations
• On-demand professional development resources

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed