
Investment Content Specialist
2 weeks ago
Are you a strategic storyteller with a passion for finance and a flair for crafting compelling content? Join our dynamic marketing team as a Senior Content & Communications Manager, where you'll play a pivotal role in shaping how we communicate with clients, investors, and the broader market.
This is more than just a content role — it's an opportunity to influence how a leading investment firm presents its value, builds trust, and drives engagement across private wealth channels.
What You'll Do
As our content expert, you'll:
- Own the narrative: Create and manage high-impact content including client reports, pitchbooks, investor letters, and due diligence materials.
- Drive client engagement: Develop clear, persuasive messaging for investor calls, events, and educational materials.
- Lead with insight: Respond to RFPs and client queries with precision and professionalism.
- Leverage innovation: Use AI tools to streamline content creation and enhance presentation materials.
- Collaborate cross-functionally: Partner with client relationship teams and marketing leadership to ensure consistent, on-brand messaging.
- Champion quality: Ensure every piece of content reflects our commitment to excellence and positions us as a market leader.
What You Bring
- A bachelor's degree in Finance, Marketing, Communications, or a related field.
- 4–7 years of experience in content creation, reporting, RFPs, or marketing within financial services.
- A strong grasp of investment products and private wealth management.
- Exceptional writing and communication skills — you know how to turn complex ideas into clear, engaging content.
- Experience with AI tools for content creation is a plus.
- A sharp eye for detail and the ability to juggle multiple projects under tight deadlines.
Why Join Us?
- Be part of a forward-thinking team that values creativity, precision, and innovation.
- Work in a collaborative environment where your voice matters.
- Gain exposure to high-impact projects that directly influence client relationships and business growth.
- Enjoy opportunities for professional development and leadership.
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