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Product Reporting

4 months ago


London, UK, United Kingdom Logan Sinclair Full time

Responsibilities

  • Produce fund newsletters, factsheets, reports, and marketing presentations for both the firm and specific funds
  • Continuously enhance marketing materials and refine production processes for both marketing and reporting
  • Utilise the firm’s CRM system to distribute all marketing communications
  • Produce pitch presentations, execute email marketing campaigns, and related sales material
  • Contribute to the coordination of routine investor calls and conferences
  • Provide ad-hoc operational support to improve the firm’s operational infrastructure

Requirements

  • Experience of or interest in alternatives within investment management
  • Undergraduate degree in economics, finance, or similar field as preferred
  • Demonstrated expertise in Microsoft Office 365, with particular emphasis on Excel and PowerPoint; a keen eye for detail and accuracy
  • Exceptional organisational skills with the capability to handle a diverse range of tasks in a fast-moving, dynamic work environment in a boutique asset manager