Design and produce client-ready pitchbooks, proposals, infographics, and presentation materials using Microsoft Office and Adobe Creative Suite. Manage intake, prioritize deadlines, maintain brand standards, incorporate feedback, and drive continuous improvement to ensure high-quality, accurate, and timely deliverables for corporate stakeholders.

Lead and deliver market research and consulting engagements including secondary and primary research, analysis, insight generation, report preparation, team coordination, client communication, and contributing to business development and thought leadership.

The role involves maintaining portfolio coverage, building financial models, and collaborating with investment professionals to monitor investment performance.