Investment Content Production Lead

CGCG-US CG Companies Global-US

Irvine (CA)

On-site

USD 126,000 - 201,000

Full time

2 days ago
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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

I can be myself at work.

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.


We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.


I can influence my income.

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.


I can lead a full life.

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.


Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options


Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love


Access on-demand professional development resources that allow you to hone existing skills and learn new ones


I can succeed as an Investment Content Production Lead at Capital Group.

You'll own the development and production of investment and client-facing materials for a portfolio of funds and strategies, including pitch books, client review materials, quarterly attribution reports, one-pagers and other investment content. You'll partner across Sales, Investment Directors, Investment Product Management, Marketing and other teams to translate investment and business needs into accurate, compelling content that supports client conversations and important sales opportunities.


You'll manage complex content requests from initial need through final delivery, bringing together investment knowledge, strong content judgment and execution. You'll help shape clear investment narratives, ensure quality and consistency, and identify opportunities to simplify, standardize and automate production while recognizing when customized, high-touch solutions are needed.


I am the person Capital Group is looking for.


  • 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.

  • You have strong attention to detail and sound judgment, with the ability to identify potential issues or inconsistencies in investment content and data and partner with subject-matter experts to resolve them.

  • You're highly organized and comfortable managing multiple priorities, stakeholders and deadlines while maintaining quality and consistency.

  • You look for opportunities to simplify, standardize and automate processes and can effectively partner with production, automation and technology teams to improve how investment content is created and delivered.


I can learn more about Capital Group.

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal is to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.


Salary & Benefits

Southern California Base Salary Range: $125,909-$201,454


In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an indiv

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