Job description
We are currently looking for ambitious graduates to join a leading investment manager in their London office. As a Graduate Investment Presentation Analyst, you will be key in developing presentations and marketing materials across all investment activities for client and prospective purposes. You will be working closely with a wide variety of teams to deliver an exceptional outcome. This is a great opportunity for ambitious juniors looking to join a company that truly cares about their people and a modern inclusive culture.
The Role:
• Delivery of reporting materials including client letters, factsheets, marketing and review materials, valuations and investment commentaries
• Taking ownership of the workflow for client presentations and reporting materials
• Create and take ownership of layouts for all client, consultant and prospect presentations
• Liaise with the investment teams, client services and business development to ensure materials produced are suitable for their requirements
• Build an understanding of data flow from core data systems through to reporting systems
• Contribute to the ongoing development of automated client presentation solutions
• Support for continuous process improvement
Requirements:
• Degree Educated
• Driven to build a career in investment management
• Passionate about learning
• Excellent communications skills
• Keen attention to details
• Good Excel and PowerPoint skills