Deliver investment insights and analysis on products, competitors, and the broader retirement industry, including fund philosophy, process and positioning, performance, attribution, flows and trends. Build competitive positioning and sales narratives around investment solutions to assist in investor relations and external client engagement. Help design technology-enabled processes that scale and modernize the production of client content and investment analytics. Use the Aladdin platform to build retirement-specific tools and visualizations to better present Retirement Solutions data and analytics to clients. Craft technical marketing collateral, including pitch books, market and product commentaries. Respond to client requests, and queries, including completing RFPs and RFls and due diligence questionnaires. Structure presentation materials for new business opportunities or product evolution proposals. Represent investment strategy for bespoke clients, producing ad hoc presentations and advanced analytics on their retirement plan., including analyses of demographic data, performance and risk attributions, and portfolio change impacts.
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Job Type
Full-time
Career Level
Mid Level