About the role
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
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