Job Summary:
We are looking for a highly skilled PDF Designer with deep experience in the financial services industry, specifically in creating visually engaging and data-driven portfolio construction materials for financial advisors and their clients. This role involves designing client-ready documents that clearly communicate investment strategies, asset allocations, risk profiles, and performance metrics in a professional and compliant format.
Key Responsibilities:
- Design and produce high-quality, branded PDFs that support portfolio construction discussions between financial advisors and clients.
- Collaborate with investment strategists, product owners, and agile teams, and product owners to translate complex portfolio data into clear, compelling visual formats.
- Create templates and layouts for investment proposals, model portfolios, asset allocation summaries, and performance reports.
- Incorporate charts, graphs, and infographics that effectively communicate portfolio diversification, risk-return tradeoffs, and investment rationale.
- Ensure all materials are compliant with regulatory standards and accessible for digital and print distribution.
- Maintain consistency with brand guidelines and ensure accuracy of financial data and disclosures.
- Manage multiple projects simultaneously while meeting tight deadlines.
Qualifications:
- 5+ years of experience designing financial documents, preferably focused on investment or portfolio-related content.
- Understanding of investment concepts such as asset allocation, diversification, risk tolerance, and performance metrics.
- Ability to interpret and visualize complex data sets in a client-friendly format.
- Familiarity with compliance and regulatory requirements for financial communications (e.g., FINRA, SEC).
- Knowledge of accessibility standards