Investment Services Presentation Specialist
About The Position
Overall responsibility for creating Man Group portfolio manager and sales presentations for Man’s private credit investment area in a compelling and consistent manner. The role requires developing substantial technical expertise in key private credit investment funds within Man's Discretionary business area to write and produce credible and compelling investment-led presentations. These presentations will need to be prepared on a regular basis for use with Man's institutional and retail client base, in addition to industry conferences and other events. A key element of the role will be to develop deep and credible relationships with the relevant private credit investment and CPM teams and to become a go-to source for Sales on the sub-set of funds covered. The successful applicant will be expected to produce high quality and professional materials quickly, efficiently and to a high standard
Requirements
- Degree level education in a relevant discipline required.
- Approx. 3-4 years’ Client Service or Content Creation experience within the industry and a solid understanding of the financial landscape investment management / hedge fund space preferred
- Strong PowerPoint and Excel skills: Experience and expertise in PowerPoint with suitable knowledge of Excel. Strong analytical ability with good attention to detail
- Awareness: Demonstrate a positive attitude and business awareness.
- Ability to construct top quality presentation collateral with clear and consistent messaging
- Strategic engagement: Ability to work with senior members of sales and investment management to support sales priorities
- Communication: Excellent communication skills, both written and verbal.
- Proficient in understanding institutional and retail client expectations and requirements
- Proactive: Identify opportunities and initiate projects where Investment Marketing can add value for the portfolio manager, sales force and wider business
- Organisation: Good organisational and time management skills. Ability to prioritise work effectively
- Team orientation: Ability to work independently within a team to meet demanding deadlines. Works comfortably in an entrepreneurial environment, seeks to continuously enhance own relevant skills
Nice To Haves
- CFA, CAIA or IMC qualification is preferred although not essential
Responsibilities
- Write, develop and deliver the full range of presentation collateral, making use of close proximity to the CPM, portfolio management and sales teams
- Ensure all presentations are of the highest quality and that the latest industry research/ regulatory requirements / analysis / messaging is incorporated
- Partner with the private credit portfolio management team, CPM, and other key stakeholders across the business so as to ensure content is impactful and of the highest quality
- Work alongside the Discretionary Investment Services team and senior team members to create compelling 'off the shelf' marketing collateral to support fund launches and sales activity
- Demonstrate a strong level of technical competence with excel and the ability to create compelling charts using complex data sets
- Translate complex investment ideas into a logical and visually engaging format
- Manage the process of updating product materials on a monthly/quarterly basis
- Act as an ambassador for IS internally and be a positive role model to junior members of the team
Benefits
- competitive holiday entitlements
- pension/401k
- life and long-term disability coverage
- group sick pay
- enhanced parental leave
- long-service leave
- private medical coverage
- discounted gym membership options
- pet insurance
- two annual 'Mankind' days of paid leave for community volunteering
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
