Senior Product Communications & Operations Analyst

RiseMe; Chicago (IL); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Disability & Life Insurance

401(k) & Profit Sharing

Paid Time Off

Maven family & fertility

Parental Leave

Other voluntary benefits

Job summary

William Blair seeks a Senior Marketing Presentations Analyst to lead the production of institutional marketing materials for equity and fixed income platforms. You will partner with Investments, Product, Sales, and Compliance to ensure accuracy, consistency, and adherence to firm messaging.

The role requires detail-oriented execution and independent management of multiple deliverables. You will maintain recurring materials, apply design standards, and drive improvements in templates, data

Qualifications

• Bachelor's degree required; CFA/CAIA certification is a plus but not required.
• 5-7 years of experience in marketing presentations, product marketing, or investment communications at an asset management firm.
• Experience supporting both equity and fixed income asset classes preferred.
• Experience navigating a compliance review process for regulated financial marketing materials.
• Advanced proficiency in PowerPoint; Excel and data/analytics tools experience preferred.
• Graphic design skills with proficiency in design software.
• Excellent written and visual communication; ability to distill complex investment concepts into client narratives.
• Strong project management skills with the ability to manage multiple deliverables under deadline pressure.

Responsibilities

• Own end-to-end production of marketing presentations, pitchbooks, fact sheets, and client-facing collateral across equity and fixed income strategies.
• Collaborate with Investment Teams, Portfolio Specialists, and Product Managers to translate strategy positioning and data into clear, compliant materials.
• Maintain recurring materials on a monthly/quarterly production cycle with data accuracy and timeliness.
• Coordinate with Compliance and Legal to ensure materials meet regulatory requirements before distribution.
• Work with RFP and Data teams to ensure messaging is current and consistent across materials.
• Mentor junior analysts supporting the presentations function.

Skills

PowerPoint

Excel & analytics

Graphic design

Communication

Project management

Attention to detail

SEC/FINRA knowledge

Collaboration

Education

Bachelor's degree

Tools

FactSet

Morningstar

eVestment

Bloomberg

Job description

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.

Join William Blair, the Premier Global Partnership.

We are seeking a Senior Marketing Presentations Analyst to join our Product Strategy & Development team. This individual will be responsible for producing, refining, and maintaining institutional-quality marketing and client presentation materials across our equity and fixed income platforms. The role requires close collaboration with Investments, Product, Sales & Client Service, and Compliance to ensure all materials are accurate, consistent, and reflective of current firm messaging and market positioning. This is a highly visible role suited to a detail-oriented professional with deep familiarity with asset management collateral - pitchbooks, fact sheets, commentary, RFPs, and client reporting decks - who can operate independently while managing multiple concurrent deliverables under tight deadlines.

Key Responsibilities

• Own the end-to-end production of marketing presentations, pitchbooks, fact sheets, and other client-facing collateral across equity and fixed income strategies.
• Partner with Investment Teams, Portfolio Specialists, and Product Managers to translate strategy positioning, performance data, and market commentary into clear, compelling, and compliant presentation materials. Apply creative design methods, standard formats, templates, and tools to convey investment information in a user-friendly manner.
• Maintain and update recurring materials (monthly/quarterly fact sheets, commentaries, performance decks) on a consistent production cycle, ensuring data accuracy and timeliness.
• Coordinate with Compliance and Legal to ensure all materials meet regulatory requirements (e.g., SEC/FINRA guidelines, GIPS presentation standards) prior to distribution.
• Collaborate with RFP and Data team members for responses with accurate, up-to-date content and exhibits, coordinating with Product Managers to ensure messaging remains current and consistent.
• Serve as a subject-matter resource on presentation content, formatting standards, and brand guidelines; ensure consistency across all client-facing materials.
• Collaborate with Sales, Client Service, Consultant Relations, Marketing, and Product Managers to tailor materials for specific client segments, channels, and geographies.
• Manage version control, approval workflows, and archiving presentation materials in accordance with firm policy.
• Work with the external vendor tool used to maintain the library of approved marketing materials, keeping the library current and organized.
• Document and communicate project status to project leaders using established workflows and team processes.
• Identify opportunities to streamline and improve the presentation production process, including templates, data automation, and workflow tools.
• Mentor and provide guidance to junior analysts supporting the presentations function.
• Partner with the Marketing Manager to maintain vendor relationships, ensuring quality deliverables are received within agreed-upon timeframes.
• Stay current on industry trends, competitor positioning, and best practices in institutional and intermediary marketing communications.

Qualifications

• 5-7 years of experience in marketing presentations, product marketing, or investment communications at an asset management firm.
• Demonstrated experience supporting both equity and fixed income asset classes strongly preferred.
• Prior experience working directly with Portfolio Specialists, and/or Product Managers to develop client-facing materials.
• Experience navigating a compliance review process for regulated financial marketing materials.
• Advanced proficiency in PowerPoint required; experience with Excel and data/analytics tools (e.g., FactSet, Morningstar, eVestment, Bloomberg) strongly preferred.
• Graphic design skills, with proficiency in graphic design software.
• Excellent written and visual communication skills; ability to distill complex investment concepts into clear, client-ready narratives.
• Strong project management skills with the ability to manage multiple deliverables and stakeholders under deadline pressure.
• High attention to detail and commitment to data accuracy.
• Working knowledge of SEC/FINRA marketing rules and GIPS presentation standards.
• Collaborative, service-oriented mindset with the ability to work cross-functionally across Investments, Sales, Compliance, and Marketing.
• Bachelor's degree required; CFA Institute Investment Foundations certification, CFA, CAIA, or progress toward a similar designation is a plus but not required.

#LI-HK1

Salary Range

$90,000 - $115,000 USD

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

• medical, dental and vision coverage
• employer paid short & long-term disability and life insurance
• 401(k)
• profit sharing
• paid time off
• Maven family & fertility benefit
• parental leave (including adoption, surrogacy, and foster placement)
• as well as other voluntary benefits.

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem‑solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

Download William Blair's privacy policies for job applicants:

• California Consumer Privacy Act Privacy Notice (CCPA)
• General Data Protection Regulation Privacy Notice (GDPR)

Contact us should you have any questions or concerns.