Senior CPM Content Specialist — Investment Communications

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

Benefits offered by this job

Medical insurance

Dental/vision insurance

401(k) plan

Tuition reimbursement

Commuter benefits

Volunteer programs

Job summary

Harris | Oakmark in Chicago is seeking an Assistant Vice President, CPM Content Specialist to lead the creation and management of investment content for clients and prospects. You will transform portfolio insights and market developments into clear materials while coordinating recurring reporting deliverables.

The role requires strong written, analytical, and project management skills, collaboration across teams, and a deep understanding of investment concepts.

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 the CFA designation is preferred.
• Excellent written, editorial, and verbal communication skills, with the ability to write clearly and accurately communicate complex investment topics.
• Demonstrated knowledge of investing, financial markets, and fundamental value investing.
• Strong analytical skills and experience working with investment data, performance attribution, and portfolio analytics tools (Excel, FactSet, Bloomberg).
• Experience with marketing related applications such as PowerPoint with an eye for formatting consistency.
• Exceptional attention to detail and a strong commitment to accuracy and quality.

Responsibilities

• Partner with marketing to develop prospect‑facing thought leadership materials and social media content that reflects Harris | Oakmark’s investment philosophy and differentiated approach.
• Support and manage content deliverables from inception through completion, including project timelines, version control, compliance review, and stakeholder coordination.
• Manage recurring reporting deliverables including monthly and quarterly packets, attribution write‑ups, and RI/ESG client reports, including data gathering, production, compliance submission, and distribution.
• Support content strategy initiatives and the development of multi‑jurisdiction content to support global distribution objectives.
• Translate portfolio positioning, performance drivers, market context, and investment themes into clear, accurate, and compelling written materials for prospects, clients, consultants, and intermediaries.
• Conduct research and data analysis to support client communications, including portfolio, benchmark, attribution, valuation, company, sector, and market‑related information.
• Maintain and enhance libraries of approved language, source data, exhibits, templates, and other recurring materials.
• Develop a strong understanding of Harris | Oakmark’s investment philosophy, strategies, portfolios, and approach to client communication.
• Collaborate with investment professionals and other business partners to ensure content is timely, accurate, and aligned with business objectives.

Skills

Written communication

Project management

Analytical thinking

Collaboration

Education

Bachelor's degree in finance or related field

CFA designation or progress toward CFA

Tools

Excel

FactSet

Bloomberg

PowerPoint

Job description

Harris | Oakmark in Chicago is seeking an Assistant Vice President, CPM Content Specialist to lead the creation and management of investment content for clients and prospects. You will transform portfolio insights and market developments into clear materials while coordinating recurring reporting deliverables.

The role requires strong written, analytical, and project management skills, collaboration across teams, and a deep understanding of investment concepts.