Senior Product Communications & Operations Analyst

Role Overview

Join William Blair’s Product Strategy & Development team as a Senior Marketing Presentations Analyst. This individual will produce, refine, and maintain institutional-quality marketing and client presentation materials across equity and fixed income platforms.

What You Will Do

Own the end-to-end production of marketing presentations, pitchbooks, fact sheets, and other client-facing collateral. 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.

Why It Might Be a Fit

This is a highly visible role suited to a detail-oriented professional with deep familiarity with asset management collateral who can operate independently while managing multiple concurrent deliverables under tight deadlines.

Requirements

• 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
• 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
• Experience with Excel and data/analytics tools (e.g., FactSet, Morningstar, eVestment, Bloomberg)
• Graphic design skills, with proficiency in graphic design software
• Excellent written and visual communication skills
• 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

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