A boutique fund management business is seeking a talented and hardworking individual to join their growing team.
The role is positioned within the distribution team and reports to the Head of Marketing. The successful candidate will be primarily focused on the production of marketing and reporting materials for bespoke portfolios and comingled funds. They will support the wider distribution team with the creation of ad-hoc sales material. They will work with CRM system assist with other future marketing initiatives.
Duties & responsibilities:
* Monthly production / review of marketing presentations for the firm and individual funds
* Monthly production / review of fund newsletters and reports
* Monthly production / review of bespoke portfolio reports
* Continuous improvement of marketing material
* Continuous improvement of marketing and reporting production processes
* Maintain and mange regular email marketing through CRM system
* Creation of sales material including pitch presentations and email marketing campaigns
* Assist with coordination of investor calls and conferences
The role requires:
* Excellent attention to detail
* Keen interest in the investment industry – experience of alternatives would be an advantage.
* Excellent organizational skills and able to manage competing priorities in a dynamic environment.
* Good communicator able to cultivate good relationships with colleagues and management.
* Ability to work independently and take initiative.
* Good analytical, numerical and writing skills.
* Highly proficient in Microsoft Office 365 particularly Excel and PowerPoint.
* Degree in finance related subject preferred.