CPM Content Specialist

At Harris, the true value of what makes us successful is found in our people. It is our unique mix of cultures, experiences, beliefs and backgrounds that sets Harris apart from the rest. We constantly strive to cultivate, nurture and amplify an unparalleled environment, where we value intellectual curiosity and uniqueness of thought. Inclusion is embedded in the very fabric of our culture of collaboration and openness. We understand that a job description only tells one part of a broader story, and Harris is seeking dynamic candidates who can add to our best-in-class environment. We recognize that qualifications can be gained through both traditional and non-traditional paths, and we are committed to considering candidates who possess the potential to be excellent in this role regardless of prior experiences. Therefore we encourage ALL interested individuals to submit their applications, even if they do not meet every requirement outlined in the job description. The Position The Client Portfolio Management (CPM) team plays a critical role in supporting the firm's distribution efforts by translating complex investment concepts, portfolio insights, and market perspectives into clear, compelling content for clients and prospects. The team develops and maintains a wide range of investment and portfolio-focused materials, working closely with investment professionals, distribution partners, and other stakeholders to ensure content thoughtfully reflects Harris | Oakmark’s investment philosophy, portfolio insights, and long-term approach to value investing. The Assistant Vice President, CPM Content Specialist focuses on the creation, management, and execution of investment content and client communication materials. In this role, you will support the development of portfolio, performance, and market-related content for clients and prospects. You will help transform 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, exceptional attention to detail, and the ability to manage multiple priorities while collaborating effectively with stakeholders across the firm. Responsibilities will include: • 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