Investment Content Analyst

What you'd do

• Conduct investment, market, competitive, and thematic research to support the development of timely and differentiated content.
• Partner closely with the Director of Content Strategy and Investment Strategists to develop client-facing content in support of our priority investment themes across asset classes and audiences.
• Collaborate with Investment Directors, Macro Strategists, broader investment teams, and commercial partners within the firm to surface and integrate key themes, client questions, market insights, and investment narratives.
• Synthesize complex investment research and strategist’s perspectives into clear findings, key messages, supporting evidence, and client-relevant implications.
• Develop charts, data visualizations, presentation materials, other research and strategy-driven content components for use across wealth and institutional channels, including building and maintaining a library of “ready-to-use” content to support client conversations across wealth and institutional channels.
• Ensure that research, data, and investment messaging are accurate, appropriately sourced, current, and consistent across related materials, acting as a central point of coordination across teams.
• Capture and synthesize feedback and insights from strategist and client interactions, sharing key themes with internal stakeholders to inform ongoing content priorities and client engagement.
• Incorporate new tools and technologies, including AI-enabled research and content solutions, to improve the speed, consistency, and scalability of content creation and delivery.
• Coordinate effectively across investment, content, market data services, compliance, and commercial teams to support the timely delivery of investment content.

What they want

• 3-5 years of experience in asset management, financial services, or financial journalism, with a focus on investment research and investment content creation.
• Strong understanding of global markets, investment products, macroeconomic trends, asset classes, and investment approaches.
• Strong data visualization and charting skills, with an eye for clarity and the ability to effectively turn data into compelling investment messages and storytelling.
• Experience developing or supporting client-facing investment materials, including presentations, research reports, market commentary, or thought leadership.
• Excellent written and editorial skills, with the ability to communicate complex investment ideas clearly and accurately.
• Strong judgment regarding what is relevant to institutional, wealth, and intermediary audiences.
• Effective collaboration skills, with the ability to work across investment, client, and commercial teams.
• Strong organizational skills and attention to detail, with the ability to manage multiple deliverables and timelines.
• Presentation and communication skills, with the flexibility to support overflow strategist or commercial engagements as needed.
• Familiarity with financial data platforms and research tools. Experience with platforms such as Bloomberg, FactSet, Morningstar, or similar tools is advantageous.