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Responsible for overseeing funds/clients’ accounts to ensure portfolio compliance and support account activities. Engages with Investment Group and GIC teams. Supports cash flow management and daily operations of portfolio strategies. Identifies gaps, implements controls, and improves efficiency. Participates in client activities and leverages technology for process optimization.

The Publishing Lead on the Investment Content Management team oversees the production of various materials for funds/strategies and collaborates with key stakeholders to enhance these materials. This role requires project management experience, the ability to influence senior leaders, and strong communication skills.

Lead a cross-functional team focusing on strategic firm partnerships, collaborate with sales and product leaders to optimize home office relationships, develop initiatives targeting financial intermediaries at leading firms.