Investment Marketing Production Lead

RBC Capital Markets, LLC; Boston (MA); On-site; USD 60,000 - 105,000; Full time

Benefits offered by this job

401(k) with company matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

RBC Capital Markets, LLC in Boston, MA is seeking an Investment Production Analyst to support marketing materials for US institutional, intermediary, and wealth-management clients. You will manage projects, source data, and produce PowerPoint presentations while collaborating with sales and compliance.

The role emphasizes proficiency in MS Office, data automation, and building content within regulatory guidelines.

Qualifications

• Bachelor's Degree or equivalent experience
• Proficiency in MS Office, especially PowerPoint
• Strong project management and stakeholder management skills
• Experience in financial services marketing or operations
• Proficiency in working with technology and AI to improve processes and productivity
• Great organizational skills and attention to detail within a fast-paced environment with tight deadlines

Responsibilities

• Serve as a project manager for assigned fund and strategy commentaries, pitchbooks, factsheets, product profiles and other existing marketing collateral, completing to a high-quality standard within guidelines and by deadline.
• Responsible for sourcing data where data is not automated for marketing materials.
• Participate in multiple, simultaneous projects and effectively communicate project status, issues, and resolutions.
• Develop and produce ad hoc custom marketing PowerPoint presentations in cooperation with sales and compliance personnel.
• Work in Seismic to support content maintenance, content management, data automation, and distribution needs.
• Develop understanding of US regulatory rules in industry to support creation and maintenance of materials.
• Support process improvement projects and other responsibilities as assigned

Skills

Active Learning

Adaptability

Customer Service

Decision Making

Detail-Oriented

Marketing Materials

Operational Delivery

Process Improvements

Professional Presentation

Education

Bachelor's degree or equivalent

Tools

Seismic

PowerPoint

MS Office

Job description

RBC Capital Markets, LLC in Boston, MA is seeking an Investment Production Analyst to support marketing materials for US institutional, intermediary, and wealth-management clients. You will manage projects, source data, and produce PowerPoint presentations while collaborating with sales and compliance.

The role emphasizes proficiency in MS Office, data automation, and building content within regulatory guidelines.