Investment Content Specialist — Client Portfolios

Harris Associates; Chicago (IL); On-site; USD 125,000 - 145,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision Insurance

Paid time off

Profit sharing plan

401k plan

Tuition reimbursement

Commuter benefits

Holistic wellness benefits

Volunteer programs

Job summary

Harris Associates in Chicago seeks an Assistant Vice President for CPM Content Specialist to create and manage investment content and client communications, turning portfolio insights, market developments and performance data into clear, accurate materials for clients and prospects.

You will lead recurring reporting, support thought leadership initiatives, and coordinate content projects from development through delivery while collaborating with investment professionals and stakeholders to

Qualifications

• 4-8 years of experience in asset management, investment communications, investment product, or an investment analyst role.
• Undergraduate degree required; finance, economics, business, communications or related field preferred.
• CFA designation or progress toward CFA designation preferred.
• Excellent written, editorial, and verbal communication skills to clearly convey complex investment topics.
• Demonstrated knowledge of investing, financial markets and fundamental value investing.
• Strong analytical skills with investment data, performance attribution and portfolio analytics experience.
• Experience with marketing applications such as PowerPoint and formatting consistency.
• Attention to detail and a strong commitment to accuracy and quality.
• Strong organizational and project management skills to manage multiple priorities and deadlines.
• Intellectual curiosity and collaborative approach across teams.

Responsibilities

• Partner with marketing to develop prospect-facing thought leadership materials and social media content reflecting the firm's investment philosophy.
• Support and manage content deliverables from inception through completion, including timelines, version control, and compliance review.
• Manage recurring reporting deliverables including monthly and quarterly packets, attribution write-ups, and client reports.
• Support content strategy and multi-jurisdiction content for global distribution objectives.
• Translate portfolio positioning, performance drivers, market context, and investment themes into clear written materials.
• Conduct research and data analysis to support client communications on portfolio, benchmark and market data.
• Maintain and enhance libraries of approved language, data exhibits, and templates.
• Develop understanding of Harris | Oakmark’s philosophy, strategies and client communication approach.
• Collaborate with investment professionals and other partners to ensure timely, accurate content aligned with business goals.

Skills

Written communication

Analytical skills

Project management

Attention to detail

Collaboration

Intellectual curiosity

Education

Undergraduate degree in finance/economics/business or communications

CFA designation or progress toward CFA

Tools

Excel

FactSet

Bloomberg

PowerPoint

Job description

Harris Associates in Chicago seeks an Assistant Vice President for CPM Content Specialist to create and manage investment content and client communications, turning portfolio insights, market developments and performance data into clear, accurate materials for clients and prospects.

You will lead recurring reporting, support thought leadership initiatives, and coordinate content projects from development through delivery while collaborating with investment professionals and stakeholders to