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Presentations Executive
4 months ago
Where you’ll fit in & what our team goals are…
As a valued member of the Digital & Sales Enablement team within Marketing, you will be part of the presentations team supporting both Wholesale and Institutional channels with their product presentations through PowerPoint and utilising our Sales Enablement Platform Seismic.
You will ensure data, process and ultimately presentations are delivered in a timely and accurate state. Your role includes presentations production, efficient communication with the team on workload and progress in the daily WIP (Work in Progress) call, peer review decks to supports the team and ensure quality control and submit through compliance for final approval.
How you'll spend your time...
Produce PowerPoint product and strategy presentations.
Work with a variety of stakeholders including investment and sales teams to update presentations.
Source data from approved sources, check data and input into presentations.
Have a solid understanding of the regulatory and compliance framework for asset management and ensure deck adherence
Communicate effectively with the team on work and progress to allow for more agile management by the Presentations Lead in workflow meetings
Work at pace to deliver against agreed deadlines
Good attention to detail
Strong communications skills
Experience of working with Seismic would be an advantage but not essential
To be successful in this role you will have...
Experience as presentations producer in PowerPoint
Experience of asset management data sets – Performance, Characteristics, holdings, etc
Strong team working and interpersonal skills.
Demonstrable organisational skills
Process driven and operationally focused
Strong knowledge of Excel
An understanding of Asset managers and Asset Management products.
Experience of Seismic
IMC/IAQ preferred
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you’ll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.
Here, you’ll find growth and career opportunities across all of our businesses. We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients’ specific requirements.
Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
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