Investment Services Presentation Specialist

Job description: Investment Services Presentation Specialist

Main tasks

• Preparation of presentations for portfolio managers and sales staff in the area of private credit investment
• Development and delivery of presentations for institutional and retail clients
• Building and maintaining relationships with private credit investment and CPM teams
• Creation of high-quality sales presentations for the funds offered
• Presentation of content on an ad hoc basis for various clients

Responsibilities

• Writing, developing, and delivering presentations using proprietary tools and sales teams
• Ensuring presentations are of the highest quality and incorporate current industry research, regulatory requirements, analysis, and messaging
• Collaborate with the Private Credit Portfolio Management Team, CPM, and other key stakeholders to ensure that content is an integral part of all processes.
• Collaborate with the Discretionary Investment Team and senior team members to create compelling marketing materials
• Demonstration of technical proficiency in Excel and creation of compelling charts
• Presentation of complete investment ideas in a logical and visually appealing format
• Maintenance of product materials on a monthly/quarterly basis
• Act as an ambassador for IS internally and as a positive role model for younger team members

Requirements

• Degree in a relevant field required; CFA, CIMA, or IMC qualification preferred
• 2-5 years of experience in client service or content creation within the industry
• Strong PowerPoint and Excel skills
• Business acumen: Positive attitude and business awareness
• Ability to create high-quality presentations with a clear and consistent message
• Strategic integration: Ability to collaborate with senior members of sales and investment management
• Communication: Excellent communication skills, both written and verbal
• Ability to understand institutional and retail customer requirements and expectations
• Proactive: Identifying opportunities and initiating projects
• Organization: Good organizational and time management skills
• Team orientation: Ability to work independently within a team

Salary and benefits

• Anticipated base salary range: up to $96,000 USD
• Compensation package including benefits and a discretionary bonus

Inclusion, work-life balance and benefits

• Work environment that promotes quality and equal opportunities
• A culture that recognizes and values diversity
• Opportunities for personal and professional development
• Flexible working arrangements
• Charitable and global initiatives
• Professional development and annual "Mental Health Days"