CPM Content Specialist

📋 Description

• Partner with marketing to produce prospect-facing thought leadership.
• Manage content from inception to delivery with timelines and approvals.
• Produce monthly and quarterly client reports and attribution write-ups.
• Translate investment insights into clear client materials.
• Research portfolio, benchmark, valuation, and market data for communications.
• Collaborate with investment teams to ensure timely, accurate content.

🎯 Requirements

• 4-8 years in asset management, investment comms, or related role.
• Undergraduate degree in finance, economics, business, or communications.
• CFA designation or progress toward CFA preferred.
• Excellent written and verbal communication; explains complex topics clearly.
• Knowledge of investing and financial markets; value investing.
• Proficiency with Excel, FactSet, Bloomberg; PowerPoint formatting.

🎁 Benefits

• Medical, prescription, dental and vision insurance.
• Paid time off and wellness programs.
• 401k with matching and profit sharing.
• Tuition reimbursement and commuter benefits.
• Volunteer programs.