Analyst, Investment Content Operations
HybridCharlotte, North Carolina, United States
Job Summary
Execute routine content update processes, quality assurance controls, and publishing protocols for investment slides, FAQs, and product materials. Conduct regular reviews of investment content to ensure accuracy, consistency, and identify discrepancies or outdated material for resolution. Support testing and validation of system changes and assist with tracking project timelines while coordinating between data owners, content owners, marketing, technology, legal, and compliance teams. Identify opportunities to streamline operational processes for content updates, review, and distribution. Assist with documentation, resolution, and reporting of errors impacting content accuracy. This role is not eligible for immigration sponsorship. Most roles fit a hybrid approach with office presence on Tuesdays through Thursdays.
Required Qualifications
- Bachelor's degree in finance, operations management, business, communications, marketing, or a related field
- Experience with PowerPoint and HTML
- Knowledge of SEC, FINRA, or other regulatory standards relevant to investment content
- Excellent organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment
- Strong oral and written communication skills with an ability to clearly document and communicate processes and updates
- Self-starter with a desire to proactively identify problems and suggest solutions
- Resumes and portfolios (when applicable) are required as part of your application
Desired Qualifications
- Demonstrated interest in investment products, financial markets, and investment principles
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.