Investment Services Presentation Designer jobs in United States
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Beacon Hill ยท 1 day ago

Investment Services Presentation Designer

Beacon Hill is a premier National Information Technology Staffing Group, and they are seeking an Investment Services Presentation Designer. The role involves creating and maintaining marketing materials and presentations, collaborating with various teams, and ensuring the accuracy of content related to financial services.

Staffing Agency

Responsibilities

Support the creation and ongoing maintenance of client-facing and marketing materials, including pitchbooks, presentations, fact sheets, summaries, and standard reports
Partner with marketing, sales, and client service teams to respond to client and prospect requests
Assist with marketing programs and initiatives such as events, webinars, digital campaigns, and other promotional efforts
Contribute to product-related marketing efforts, including updates and new offering rollouts
Translate investment concepts, performance data, and strategy details into clear, compelling presentation materials
Source data and content internally and perform basic analysis as needed to support materials
Collaborate cross-functionally with investment teams, compliance, legal, and operations to ensure accuracy and alignment
Help improve and maintain internal processes related to presentation and marketing material production

Qualification

Advanced PowerPoint skillsFinancial markets knowledgeMicrosoft Excel proficiencyProject management skillsCommunication skills

Required

Experience supporting marketing, client service, or presentation materials within asset management, hedge funds, or financial services
Solid understanding of financial markets, investment strategies, and performance metrics
Advanced PowerPoint skills, including formatting, layout, and data visualization
Strong written and verbal communication skills
Ability to quickly learn new investment products, strategies, and internal processes
Highly organized with strong project management skills and attention to detail
Comfortable working with multiple stakeholders across different teams
Proficiency in Microsoft PowerPoint, Excel, and Word

Benefits

Medical
Dental
Vision
Federal and state leave programs

Company

Beacon Hill

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Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Funding

Current Stage
Late Stage

Leadership Team

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Amber Leslie
Executive Assistant to CEO
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Amy Van Sicklin
Chief Culture Officer
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Company data provided by crunchbase