Description

We have exclusively partnered with a UK Headquartered Boutique Asset Manager specialising in Equities who are looking to make a key hire within their Client Group. We are seeking an extremely well-organised individual with meticulous accuracy and attention to detail, to assist with the production, maintenance and dissemination of marketing collateral.

Key Responsibilities

• Playing a pivotal role in the ongoing development and maintenance of a library of slide materials
• Utilising internal performance and accounting software systems to extract account specific data
• Developing an understanding of the firm's investment product and strategy offerings, in conjunction with gaining knowledge of the firm's existing and prospective client base, to aid the production of relevant presentations and marketing packs
• Using the entire catalogue of marketing and client servicing materials to produce bespoke client specific PowerPoint presentations, to clearly communicate fund strategies and performance to clients and stakeholders
• Working with Legal and Compliance teams to meet data permission and financial regulatory requirements
• Assisting in the development of internal presentation materials (such as board presentations) for senior management on an ad hoc basis
• Producing other marketing materials for external distribution, such as Fund Factsheets
• Working with colleagues, as required, to refresh quarterly marketing material packs, for all investment strategies being proactively marketed to prospective investors and consultants
• Involvement in podcast production, website management, social media initiatives and periodic live webinar events

Required Experience

• Experience working in the Asset Management Industry
• Expert-level knowledge of Microsoft Word, Excel and PowerPoint
• Advantageous to have experience in using a Customer Relationship Management (CRM) and Content Management & Library system
• Proficiency in Photoshop beneficial, along with familiarity in using content production/design template management software system tools
• Strong communication and interpersonal skills