Senior Product Communications & Operations Analyst

About the role

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. We are seeking a Senior Marketing Presentations Analyst to join our Product Strategy & Development team. This individual will be responsible for producing, refining, and maintaining institutional-quality marketing and client presentation materials across our equity and fixed income platforms. The role requires close collaboration with Investments, Product, Sales & Client Service, and Compliance to ensure all materials are accurate, consistent, and reflective of current firm messaging and market positioning. This is a highly visible role suited to a detail-oriented professional with deep familiarity with asset management collateral — pitchbooks, fact sheets, commentary, RFPs, and client reporting decks — who can operate independently while managing multiple concurrent deliverables under tight deadlines.

Responsibilities

• Own the end-to-end production of marketing presentations, pitchbooks, fact sheets, and other client-facing collateral across equity and fixed income strategies.
• Partner with Investment Teams, Portfolio Specialists, and Product Managers to translate strategy positioning, performance data, and market commentary into clear, compelling, and compliant presentation materials.
• Apply creative design methods, standard formats, templates, and tools to convey investment information in a user-friendly manner.
• Maintain and update recurring materials (monthly/quarterly fact sheets, commentaries, performance decks) on a consistent production cycle, ensuring data accuracy and timeliness.
• Coordinate with Compliance and Legal to ensure all materials meet regulatory requirements (e.g., SEC/FINRA guidelines, GIPS presentation standards) prior to distribution.
• Collaborate with RFP and Data team members for responses with accurate, up-to-date content and exhibits, coordinating with Product Managers to ensure messaging remains current and consistent.
• Serve as a subject-matter resource on presentation content, formatting standards, and brand guidelines; ensure consistency across all client-facing materials.
• Collaborate with Sales, Client Service, Consultant Relations, Marketing, and Product Managers to tailor materials for specific client segments, channels, and geographies.
• Manage version control, approval workflows, and archiving presentation materials in accordance with firm policy.
• Work with the external vendor tool used to maintain the library of approved marketing materials, keeping the library current and organized.
• Document and communicate project status to project leaders using established workflows and team processes.
• Identify opportunities to streamline and improve the presentation production process, including templates, data automation, and workflow tools.
• Mentor and provide guidance to junior analysts supporting the presentations function.
• Partner with the Marketing Manager to maintain vendor relationships, ensuring quality deliverables are received within agreed-upon timeframes.
• Stay current on industry trends, competitor positioning, and best practices in institutional and intermediary marketing communications.

Qualifications

• 5-7 years of experience in marketing presentations, product marketing, or investment communications at an asset management firm.
• Demonstrated experience supporting both equity and fixed income asset classes strongly preferred.
• Prior experience working directly with Portfolio Specialists, and/or Product Managers to develop client-facing materials.
• Experience navigating a compliance review process for regulated financial marketing materials.
• Advanced proficiency in PowerPoint required; experience with Excel and data/analytics tools (e.g., FactSet, Morningstar, eVestment, Bloomberg) strongly preferred.
• Graphic design skills, with proficiency in graphic design software.
• Excellent written and visual communication skills; ability to distill complex investment concepts into clear, client-ready narratives.
• Strong project management skills with the ability to manage multiple deliverables and stakeholders under deadline pressure.
• High attention to detail and commitment to data accuracy.
• Working knowledge of SEC/FINRA marketing rules and GIPS presentation standards.
• Collaborative, service-oriented mindset with the ability to work cross-functionally across Investments, Sales, Compliance, and Marketing.
• Bachelor's degree required; CFA Institute Investment Foundations certification, CFA, CAIA, or progress toward a similar designation is a plus but not required.

Benefits

• Medical, dental and vision coverage
• Employer paid short & long-term disability and life insurance
• 401(k)
• Profit sharing
• Paid time off
• Maven family & fertility benefit
• Parental leave (including adoption, surrogacy, and foster placement)
• Other voluntary benefits

Pay

Salary range $90,000—$115,000 USD