American Century Investments

Financial Planning and Analysis

• Develop and demonstrate an in-depth understanding of our investment approach, including the ability to articulate why we do what we do
• Act as point-person for recurring periodic deliverables supporting our investment strategies and clients
• Create analysis and interpret results to communicate investment rationale, explain performance and provide market and economic perspectives
• Conduct periodic investment training for sales and marketing professionals in Intermediary and Institutional
• Spearhead development of strategic messaging initiatives and communications strategy to help win and retain assets
• Create and/or maintain a detailed written account of the investment process, philosophy, and portfolio construction methodologies
• Develop tools to help portfolio teams communicate and present our investment messages
• Analyze and interpret data about investment strategies relative to benchmarks and competitors for internal and external audiences
• Create/maintain institutional caliber presentations to be used by both sales and investment professionals.
• Lead all aspects of the design, content, and updates of investment presentations and materials to ensure a consistent investment message
• Provide strategic recommendations for new strategies and offerings.
• Serve as feedback mechanism from the marketplace to the investment process.
• Respond to requests for data, research and analysis from the sales channels as it relates to the relevant investment strategies
• Serve as a resource for RFPs/DDQs and the positioning of investment strategies in the marketplace.

VP, Senior Investment Director