Investment Services Presentation Specialist jobs in United States
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Man Group · 3 hours ago

Investment Services Presentation Specialist

Man Group is a global alternative investment management firm focused on delivering outperformance for sophisticated clients. The Investment Services Presentation Specialist will be responsible for creating high-quality presentations for the private credit investment area, collaborating closely with portfolio managers and sales teams to ensure impactful communication of investment strategies.

Financial Services
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Culture & Values

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

Qualification

PowerPointExcelClient ServiceCFAContent CreationOrganisationTeam orientationProactiveStrategic engagementCommunication

Required

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

Preferred

CFA, CAIA or IMC qualification is preferred although not essential

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

Company

Man Group

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Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings.

Funding

Current Stage
Late Stage

Leadership Team

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Robyn Grew
CEO
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Walter Owens
CEO Man Varagon
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Company data provided by crunchbase