The role involves managing proposal projects, creating persuasive content, collaborating with teams, and maintaining high ethical standards, targeting the financial services industry.

Develops persuasive institutional client presentations and pitch books by simplifying complex investment concepts into clear, compelling visual narratives. Partners with Sales, Marketing, and Investment teams from early engagement through final presentations, improving messaging, structure, design, and brand consistency. Creates reusable content, best practices, and processes to strengthen sales communications and acts as a trusted strategic communication partner to senior stakeholders.

Lead sustainability data and analytics for investment research, assessing climate impacts on portfolios, integrating sustainability into workflows, managing client exclusion lists, and applying AI/advanced analytics to improve research, reporting, and portfolio construction across asset classes.