Technical Marketing Specialist
5 months ago
Opportunity to join a highly successful Asset Manager in Cape Town as a **Technical Marketing Specialist**.
**Some core responsibilities include**:
- Presentations
- Create and update presentations for new business pitches, due diligence meetings, and client meetings.
- Generate all data for individual funds (asset allocation, top 10 holdings, performance data and graphs).
- Monthly updates to all regularly used slides (AUM, performance, investment team, client logos, staff appointments).
- Liaise with presenters regarding content (depending on agenda)
- Fact sheets
- Monthly update of all fund data worksheets with top 10 holdings, asset allocation, etc.
- Generating fund performance updates monthly using Morningstar and databases.
- Monthly and quarterly update of all retail and institutional fund fact sheets and commentary
- Investor Forms
- Questionnaires
- Completion or providing information for questionnaires/tenders.
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