CPM Content Specialist

Overview At Harris, our strength lies in our people and a culture that values inclusion, collaboration and intellectual curiosity. Harris seeks dynamic candidates who can contribute to a best-in-class environment and are open to diverse experiences and pathways to success.
The Position The Client Portfolio Management (CPM) team translates complex investment concepts, portfolio insights, and market perspectives into clear, compelling content for clients and prospects. The team develops and maintains investment and portfolio-focused materials, working with investment professionals, distribution partners and other stakeholders to reflect Harris | Oakmark’s investment philosophy, portfolio insights and long-term value investing approach.
The Assistant Vice President, CPM Content Specialist focuses on creating, managing and executing investment content and client communication materials. You will develop portfolio, performance and market-related content for clients and prospects, transforming investment insights, portfolio analysis and market developments into clear, accurate and compelling materials while managing recurring reporting deliverables, supporting thought leadership initiatives, and coordinating content projects from development through delivery.
The ideal candidate will have a strong understanding of financial markets, investment strategies and macroeconomic trends, combined with exceptional written communication, analytical and project management skills. Success in this role requires intellectual curiosity, attention to detail, and the ability to manage multiple priorities while collaborating with stakeholders across the firm.
Responsibilities 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
Translate portfolio positioning, performance drivers, market context, and investment themes into clear, accurate, and compelling written materials for prospects, clients, consultants, and intermediaries
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
Develop a strong understanding of Harris |Oakmark’s investment philosophy, strategies, portfolios, and approach to client communication
Collaborate with investment professionals and other business partners to ensure content is timely, accurate, and aligned with business objectives
Qualifications 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
Strong analytical skills and experience working with investment data, performance attribution, and portfolio analytics tools (Excel, FactSet, Bloomberg)
Experience with marketing related applications such as PowerPoint with an eye for formatting consistency
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
Special Requirements After hours activities may be a periodic requirement (prospect/consultant networking, conferences, etc.)
Benefits and Other Information We offer a comprehensive benefits package designed to integrate life and work and to support our employees and their families. Benefits include, but are not limited to: medical, prescription drug, dental and vision insurance, paid time off, profit sharing plan, 401k plan, tuition reimbursement, commuter and holistic wellness benefits along with volunteer programs.
Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. If hired, base pay will be determined on an individualized basis and is only one part of the total compensation package, which, depending on the position, may also include a discretionary performance bonus and other Harris sponsored benefit programs.
Expected range for this Chicago-based role
$125,000 - $145,000 USD
Equal Employment Opportunity 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. Harris does not discriminate based on race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity, veteran status or other protected characteristics as prohibited by law. Harris reserves the right to review publicly available information about applicants as permissible under applicable law.
Privacy and accommodation notices: We provide reasonable accommodation for individuals with disabilities in job application procedures. If you need an accommodation due to a disability, please contact us at HR@harrisassoc.com or 312-646-3600.

#J-18808-Ljbffr