Investment Content Lead: Narratives & Client Materials

CGCG-US CG Companies Global-US; Irvine (CA); On-site; USD 126,000 - 201,000; Full time

Benefits offered by this job

Bonuses

Retirement plan

Health benefits

Flexible work options

Matching gifts program

Professional development

Job summary

Capital Group in Southern California is seeking an Investment Content Production Lead to own development and production of investment and client-facing materials. You will collaborate with Sales, Investment Directors, Product Management, Marketing and other teams to translate needs into accurate, compelling content for client conversations and sales opportunities.

You will manage complex content requests from initial need to final delivery, shaping investment narratives, ensuring quality, and

Qualifications

• You have strong investment knowledge and an understanding of investment strategies, products and portfolio-related information.
• You have experience developing investment, product or client-facing content, such as pitch books, client review materials, attribution reports or other sales materials.
• You're skilled at translating complex investment concepts and business needs into clear, compelling content for different audiences.
• You're a strong collaborator who can coordinate across Sales, Investments, Product, Marketing and other partners to move complex requests forward.

Responsibilities

• Own the development and production of investment and client-facing materials for a portfolio of funds and strategies.
• Translate investment needs into accurate, compelling content that supports client conversations and sales opportunities.
• Manage complex content requests from initial need through final delivery, ensuring quality and consistency.

Job description

Capital Group in Southern California is seeking an Investment Content Production Lead to own development and production of investment and client-facing materials. You will collaborate with Sales, Investment Directors, Product Management, Marketing and other teams to translate needs into accurate, compelling content for client conversations and sales opportunities.

You will manage complex content requests from initial need to final delivery, shaping investment narratives, ensuring quality, and