Content Expert (Private Wealth)

Job description

What it's about The Evergreen Reporting & Services team is seeking a Content Expert based in Denver to support fundraising and client engagement across our private wealth Evergreen programs. This role is central to how we communicate our investment story — from producing high-quality client reporting, responding to requests for proposals to organizing investor-facing webinars. Key activities: - Coordinate and produce content for US Evergreen fund webinars, managing logistics and ensuring materials reflect current positioning and market messaging. - Analyze portfolio developments to craft clear, insightful commentary for periodic client reporting, with a focus on key holdings, meaningful realizations, valuation drivers, and other material developments. Oversee and respond to client requests relating to assigned private wealth focused investment programs. - Lead end-to-end management of Requests for Proposals (RFPs) from distribution partners and other stakeholders evaluating our private wealth Evergreen programs, ensuring responses are accurate, compelling, and delivered on time. - Serve as a primary point of contact for client inquiries related to assigned private wealth investment...