CPM Content Specialist

Position Summary

The CPM Content Specialist primarily focuses on development of investment content and will be a key part of the Harris | Oakmark distribution team, serving as a representative of the firm and our investment management team and a developer of investment rich content for client communications. In this role, you will translate complex investment ideas into compelling insights that reflect our value-driven philosophy to a global audience of institutional and intermediary clients.

The ideal candidate will have a strong understanding of financial markets, investment strategies, and macroeconomic trends, combined with excellent communication skills. Success in this role means having a proactive, hands-on, and collaborative attitude.  This individual will need to excel in a fast-paced, time-sensitive environment and be proactive in establishing productive relationships with key stakeholders across all levels of the firm.

Duties and responsibilities

• Develop high-caliber investment content including written materials and exhibits on all investment strategies and mutual funds for purposes of client communications. Conduct research, data analysis and collaborate with internal subject matter experts in the development of relevant content.
• Strategically improve how we communicate our investment strategies to investors, consultants and intermediaries through the development & enhancement of investment driven thought leadership.
• Work closely with our investment, distribution and marketing teams to provide timely and relevant investment content based on client feedback and key industry trends; ensure commentary aligns with investment views and strategies.
• Provide end-to-end management of projects to ensure that they are delivered on-time and in line with firm’s standards and goals.
• Develop presentation slides, thought leadership papers and customized research that clearly articulates our differentiated investment portfolios.
• Maintain feedback loop between the investment management team and client facing team with respect to how we position Harris | Oakmark in the market.

Position Qualifications (Knowledge, Skills, Abilities)

• 7+ years of experience in the investment management industry in client service, analyst or client portfolio management roles.
• Undergraduate degree in Finance, CFA designation or other evidence of financial markets expertise; advanced degree preferred.
• Strong analytical skills, including the ability to understand a company’s corporate balance sheet and articulate an advanced investment thesis.
• Solid understanding of financial markets and a demonstrated interest in long-term investing.
• Strong written and verbal communication skills.
• Intellectual curiosity along with a strong desire to understand investment strategies and verify information.
• Exceptional project management skills with the ability to prioritize and manage multiple critical projects.
• Strong interpersonal skills and the ability to collaborate with all levels of personnel with a high degree of integrity, professionalism and maturity.
• Desire to work in a team-oriented environment.
• Hands on, direct and practical business style with strong attention to detail and responsive attitude.

Special Requirements:

• After hours activities may be a periodic requirement (prospect/consultant networking, conferences, etc.)