Supports investment management data systems by improving data integrity, reporting, process automation, and operational efficiency. Processes and quality-controls portfolio data, troubleshoots systems, builds actionable reports, and assists with portfolio analysis, cash-flow projections, and financial modeling. Partners with investment, sales, client relations, and business teams while responding to data and reporting inquiries. The role also leverages AI tools to improve data access, workflow efficiency, and decision-making.

Lead development and execution of thought leadership by partnering with investment teams to produce white papers, articles, Q&As, infographics, chartbooks, video scripts, and other content. Translate complex investment ideas across public and private asset classes into clear narratives, contribute to editorial planning, manage multiple projects and stakeholders, and apply editorial standards while experimenting with AI and SEO to expand reach.