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Product Reporting
4 months ago
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