What you will do:
- Generate investor presentations that clearly communicate investment strategies, portfolio themes, performance drivers, and client-specific considerations.
- Customise presentation content and messaging for the appropriate audience, ensuring materials are tailored to client objectives, knowledge level, and engagement context.
- Work closely with internal collaborators to understand client needs, identify content gaps, and recommend relevant materials or messaging approaches.
- Operate proactively by anticipating presentation needs, driving next steps, and surfacing recommendations to improve quality, efficiency, and client impact.
- Act as a contributor and subject-matter resource, providing peer review, informal mentoring, and best-practice guidance to junior team members.
- Partner with team leadership on Seismic library management and automation initiatives.
- Support management on critical initiatives to expand the team’s operating model and improve management of custom materials.
What you bring:
- Proven track record to lead multiple concurrent projects and handle sophisticated team member groups with minimal oversight.
- Outstanding PowerPoint content creation and quality-control skills, including comfort with numerical/financial data and consistency checks across sources.
- Strong focus on detail, good judgement, and the ability to protect confidential information.
- Clear, professional communicator capable of engaging credibly with investment teams and senior partners.
- Comfort with crafting and maintaining process documentation, templates, and standard operating procedures.
- Solid knowledge of financial markets, specifically private equity, private wealth, private debt, and real assets/infrastructure.
- Familiarity with investment concepts and a high level of comfort with numbers and analysis.
- Proven business writing ability with excellent grammar, spelling, and proofreading skills.
- Ability to independently analyse information and solve problems.
- Strong proficiency in Microsoft Office (especially Word, Excel, PowerPoint) and Adobe Acrobat; experience with Seismic software, including back-end content management.
The ideal candidate is someone who is:
- A marketing professional who can independently build sophisticated, investor presentations from intake through final draft.
- Experienced in generating sales collateral for complex investment concepts into engaging content.
- Proficient in leading and guiding discussions with collaborators around messaging, marketing collateral, and investment themes.
- An effective cross-functional partner who can influence senior team members, drive timely inputs, and resolve content gaps with minimal blocking issues.
- Methodical, capable of refining presentation workflows and preserving a high-quality slide library.
- Comfortable working in a dynamic setting, leading intricate tasks while preserving excellent attention to detail.
- Experienced using Seismic to streamline access to approved materials, and support consistent execution across teams.
- Proactive in identifying and implementing automation initiatives that reduce manual effort, improve workflow efficiency, and strengthen quality control.
Pay: £85,000.00-£120,000.00 per year
Work Location: In person
