Analyst, Investment Content Operations (Finance)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Analyst, Investment Content Operations (Finance): Managing operational processes that support the creation, maintenance, quality control, and distribution of investment slides, FAQs, and product materials with an accent on content accuracy, governance, and workflow coordination. Focus on validating system changes, resolving content discrepancies, tracking project timelines, and improving processes across data, content, marketing, technology, legal, and compliance stakeholders.
Location: Hybrid role based in Charlotte, United States.
Company
provides specialized investment knowledge, education, analysis, and investment solutions to clients through research-driven content and client interactions.
What you will do
- Execute content update processes, quality assurance controls, and publishing protocols for investment materials.
- Review investment content for accuracy, consistency, outdated information, and discrepancies.
- Test and validate system changes and new processes affecting content integrity.
- Track project timelines, document business requirements, and coordinate changes across data, content, marketing, technology, legal, and compliance teams.
- Identify opportunities to streamline content review, update, and distribution workflows.
- Document, resolve, and report errors or incidents affecting investment content quality.
Requirements
- Bachelor’s degree in finance, operations management, business, communications, marketing, or a related field.
- Experience with PowerPoint and HTML.
- Demonstrated interest in investment products, financial markets, and investment principles.
- Knowledge of SEC, FINRA, or other regulatory standards relevant to investment content.
- Strong organizational, analytical, written, and oral communication skills with close attention to detail.
- Immigration sponsorship is not available for this role.
Culture & Benefits
- Comprehensive benefits supporting employees and their families.
- Educational initiatives supporting professional development.
- Programs and celebrations focused on company history, culture, and growth.
- Hybrid work arrangement in Charlotte.
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