
Technical Marketing Specialist
3 weeks ago
Job purpose
To support the business initiatives of the company, by utilising your exceptional skills and marketing expertise, to create awareness of the brand that will aid in generating revenue/sales. Strong knowledge of Powerpoint and Excel are imperative.
Your ability to interpret data and previous experience of working in the investment field will be beneficial. This role is broadly divided into the following components:
1)Presentations
Liaise with internal and external parties to prepare and implement all slide presentations for the business while ensuring brand consistency.
Creation of new presentation and updates to existing presentations for:
- New business pitches
- Due diligence meetings
- Other client presentation
- Staff updates
**This will include the following**:
Generate presentations with all relevant slides, ensuring company and market slides are upto date.
Generation of all data for individual funds, ie asset allocation, top 10 holdings, tilt graphs,performance data and graphs.
Monthly updates to all regularly used slides, ie AUM, performance, investment team, clientlogos, etc.
Keep staff appointment/departure schedule up to date and make relevant changes to teamslides (photographs, bios, etc.)
Liaise with presenters re content (depending on agenda)
Update presentation schedule
Preparation of presentation packs (if relevant) and set-up of boardroom
2)Fact sheets
Monthly update of all fund data worksheets with top 10 holdings, asset allocation, etc.
Generating fund performance updates monthly using Morningstar and Internal database.
Update performance schedule
Formatting of quarterly portfolios and sending to relevant external parties (ie Profile Media)
Monthly and quarterly update of all retail fund fact sheets and commentary (local and global) -post to website.
Quarterly update of fact sheets for institutional clients - post to website.
Create new fact sheets when necessary.
3) Investor forms
Update forms to website
4)UP quarterly
Generate all graphs in relevant format, either from data provided or by re-creating visuals (Powerpoint/Adobe Illustrator) and submit to Agency
5)Questionnaires
Completion / providing information (AUM, fund, staff and performance data etc) for questionnaires/tenders
Update external websites at regular intervals with business related information
6)Ad-hoc requests
Assist with internal and external brand initiatives when needed
Roles identified based on outputs
Networker
Implementer
Behavioural competencies
Attention to detail
Analytical thinking
Verbal and written communication
Planning and organising
Implementing strategy
Problem solving
Building relationships
Focus
Conceptualization
Innovation
Team work
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