Investment Services Presentation Specialist

Main Purpose

Overall responsibility for creating Man Group portfolio manager and sales presentations for Man’s private credit investment area in a compelling and consistent manner. The role requires developing substantial technical expertise in key private credit investment funds within Man's Discretionary business area to write and produce credible and compelling investment-led presentations. These presentations will need to be prepared on a regular basis for use with Man's institutional and retail client base, in addition to industry conferences and other events.
A key element of the role will be to develop deep and credible relationships with
the relevant private credit investment and CPM teams and to become a go-to
source for Sales on the sub-set of funds covered. The successful applicant will be expected to produce high quality and professional materials quickly, efficiently and to a high standard

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

Key Skills & Requirements 

• Degree level education in a relevant discipline required. CFA, CAIA or IMC qualification is preferred although not essential

• 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