Investment Production Analyst

Quick Facts

The Investment Production Analyst supports business development and retention by maintaining and automating marketing materials promoting investment management capabilities for US institutional, intermediary, and wealth management clients and consultants.

Description

The Investment Production Analyst is responsible for supporting business development and retention activities through the maintenance and automation of marketing materials promoting investment management capabilities for US institutional, intermediary, and wealth management existing and prospective clients and consultants.

Responsibilities

• Serve as a project manager for assigned fund and strategy commentaries, pitchbooks, factsheets, product profiles and other existing marketing collateral, completing to a high-quality standard within guidelines and by deadline.
• Responsible for sourcing data where data is not automated for marketing materials.
• Participate in multiple, simultaneous projects and effectively communicate project status, issues, and resolutions.
• Develop and produce ad hoc custom marketing PowerPoint presentations in cooperation with sales and compliance personnel.
• Work in Seismic to support content maintenance, content management, data automation, and distribution needs.
• Develop understanding of US regulatory rules in industry to support creation and maintenance of materials.
• Support process improvement projects and other responsibilities as assigned.

Requirements

• Bachelor’s Degree or equivalent experience
• Proficiency in MS Office, especially PowerPoint
• Strong project management and stakeholder management skills
• Experience in financial services marketing or operations
• Proficiency in working with technology and AI to improve processes and productivity
• Great organizational skills and attention to detail within a fast-paced environment with tight deadlines

Nice-to-have

• Asset management firm experience
• Graphic design experience

Benefits

• A comprehensive Total Rewards Program with competitive compensation and flexible benefits, such as 401(k) with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off
• Leaders who support development through coaching and managing opportunities
• Opportunities to do challenging work and build close relationships with clients
• Work in a dynamic, collaborative, progressive, and high-performing team

The expected salary range for this particular position is $60,000-$104,500 (Boston) or $55,000-$95,000 (Minneapolis), depending on experience, skills, registration status, market conditions, and business needs.

You have the potential to earn more through a discretionary variable compensation program based on business performance targets and individual goals.