Investment Services Presentation Specialist

Job description: Investment Services Presentation Specialist

Main tasks

• Preparation of presentations for portfolio managers and sales partners in the area of private credit investments
• Development and delivery of presentations that meet the highest quality standards
• Partner with the portfolio management team, CEM, and other key stakeholders to ensure the highest quality content
• Collaborate with the Discretionary Investment Solutions team and senior team members to create compelling marketing materials
• Demonstration of technical proficiency in Excel and creation of compelling charts
• Transforming investment ideas into a logical and visually appealing format
• Regular updating of product materials
• Acting as an ambassador for IS internally and playing a positive role for younger team members

Requirements

• Degree in a relevant field, CFA, CAIA, or IMC qualification preferred
• 2-4 years of experience in client service or content creation in the industry
• Strong PowerPoint and Excel skills
• Business acumen and positive attitude
• Ability to create high-quality presentations with clear and consistent messages
• Strategic collaboration with senior team members
• Excellent communication skills
• Understanding of institutional and private client requirements
• Proactivity and organizational skills
• Team orientation and ability to work independently

Salary and benefits

• Anticipated base salary: $60,000 - $90,000 USD

Inclusion, work-life balance and benefits

• Unique work environment that promotes inclusion and respect
• Annual and internal holidays
• Partnerships and programs to promote growth and development
• Flexible working arrangements
• Comprehensive benefits, including health insurance, gym membership, and life insurance