Every quarter, GQG publishes a letter from the firm's Chief Investment Officer. Of everything the marketing team produces, this is among the most visible and most closely read. It goes directly to institutional investors and reflects the firm's voice and perspective at the highest level. The standard for it is about as high as anything I worked on all summer.

During quarter-end I was brought in to support the editing, formatting, and review process for the CIO Letter, making sure it was accurate, on-brand, and ready to go out alongside the rest of the quarter-end package. That meant careful proofreading, copyediting, and consistency checks under real time pressure. Quarter-end is already one of the most demanding stretches of the year for the team, and the ETF launch happening at the same time compressed the timelines even further. Getting pulled into something that client-facing and high-stakes as an intern was not something I took for granted. It required precision and focus in a way that is hard to replicate anywhere else. Please note that most of the material I worked on is confidential, so the images here reflect only a portion of what the quarter-end deliverables actually looked like.

The Market Overview Deck is one of GQG's primary quarter-end deliverables, a client-facing presentation summarizing the firm's market perspective and portfolio positioning for institutional investors. My summer coincided with the launch of GQG's new ETF, which made that quarter-end more compressed and higher stakes than usual.

My role touched several parts of the process. I proofread and copyedited across slide decks, authenticated data for charts by cross-referencing figures against source material, and coordinated with designers to resolve any discrepancies before final review. I also handled formatting touch-ups to make sure the deck held together consistently from slide to slide. Much of the material is confidential, so the images here represent only a portion of the full body of work.

One of my ongoing responsibilities throughout the internship was monitoring the marketing department's key performance indicators and objectives in Monday.com. This wasn't just a matter of pulling numbers but instead required coordinating with colleagues across different specializations to make sure performance data was accurate, current, and actionable. Early on, navigating that dynamic as an intern, following up with full-time team members to get what I needed, required real diplomatic judgment. Over time I found the right approach: direct but collaborative. The result was a cleaner, more reliable performance dashboard that the broader team could actually use to make decisions. 

One of my most substantial individual projects was designing and building a set of Marketo Sales Insight email templates for GQG's intermediary sales team. These templates needed to do a specific job: give the sales team polished, ready-to-send outreach tools that felt personal without sacrificing the firm's professional tone. The project went through multiple rounds of revision, more than I initially expected, but that process turned out to be one of the most valuable parts of the internship. Each rewrite pushed me deeper into GQG's brand voice until I genuinely understood how the firm communicates. The final templates gave the sales team a more consistent, efficient outreach toolkit built to work directly within their CRM workflow.