CPM Content Specialist

The Position

The Client Portfolio Management (CPM) team plays a critical role in supporting the firm's distribution efforts by translating complex investment concepts, portfolio insights, and market perspectives into clear, compelling content for clients and prospects. The team develops and maintains a wide range of investment and portfolio-focused materials, working closely with investment professionals, distribution partners, and other stakeholders to ensure content thoughtfully reflects Harris | Oakmark’s investment philosophy, portfolio insights, and long-term approach to value investing.

The Assistant Vice President, CPM Content Specialist focuses on the creation, management, and execution of investment content and client communication materials. In this role, you will support the development of portfolio, performance, and market-related content for clients and prospects. You will help transform investment insights, portfolio analysis, and market developments into clear, accurate, and compelling materials while managing recurring reporting deliverables, supporting thought leadership initiatives, and coordinating content projects from development through delivery.

The ideal candidate will have a strong understanding of financial markets, investment strategies, and macroeconomic trends, combined with exceptional written communication, analytical, and project management skills. Success in this role requires intellectual curiosity, exceptional attention to detail, and the ability to manage multiple priorities while collaborating effectively with stakeholders across the firm.

Responsibilities will include:

• 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

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.
• Strong organizational and project management skills, with the ability to manage multiple priorities and deadlines
• Intellectual curiosity along with a strong desire to understand investment strategies, portfolio construction, and market developments
• Collaborative approach with the ability to build effective partnerships across investment, distribution, marketing, compliance, and other business functions

Special Requirements:

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