Harris Associates

CPM Content Specialist

Chicago, Illinois, United States

Sponsorship not specified$125k-$145kDetected 6 days ago

Data AnalysisProject ManagementContent MarketingExcelValuationResearchLeadershipCommunicationCollaborationMicrosoft OfficeCFA

About the role

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 Assistant Vice President, CPM Content Specialist focuses on the creation, management, and execution of investment content and client communication materials.

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
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
Collaborate with investment professionals and other business partners to ensure content is timely, accurate, and aligned with business objectives
In this role, you will support the development of portfolio, performance, and market-related content for clients and prospects.

Undergraduate degree required; finance, economics, business, communications or related field preferred
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

Translate portfolio positioning, performance drivers, market context, and investment themes into clear, accurate, and compelling written materials for prospects, clients, consultants, and intermediaries
Develop a strong understanding of Harris |Oakmark's investment philosophy, strategies, portfolios, and approach to client communication
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

Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors.

Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors.

Policy Statement
Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment, hiring, training, compensation, benefits, advancement, and treatment on the job.
This means that Harris does not discriminate against employees, or qualified applicants, based on an individual's race, color, religion, creed, sex, age, national origin, physical disability, sexual orientation, trans-gender status, transsexual status, status as a veteran or disabled veteran, genetic information or for any other reason prohibited by law.
Harris reserves the right to review publicly available information about applicants (i.e., via social networking sites), to the extent permissible under applicable law.

This listing is sourced directly from Harris Associates's careers page and normalized into a canonical job model.