About the Company
A prominent international investment management institution.
About the Job
- Prepare and update standardized pitchbooks along with a variety of promotional collateral for business development efforts.
- Consolidate and format dataset inputs using customized spreadsheet templates to present product details precisely within client decks.
- Draft and complete due diligence questionnaires (DDQs) and information requests detailing the firm’s operational model and investment strategies.
- Verify that all marketing and sales assets maintain high accuracy, remain up to date, and strictly adhere to regulatory and brand guidelines.
- Collaborate with sales, investment, risk, compliance, and operations teams to enrich and manage a centralized repository of pre-sales information.
- Collate, write, and refine investment and corporate content to ensure standardized, accurate responses across all proposal materials.
- Maintain a robust knowledge base to ensure prompt fulfillment of portfolio inquiries, questionnaires, and client proposals.
- Support the integration of automated solutions and AI tools to optimize the creation and delivery of marketing assets.
Skills and Requirements
- Solid understanding of financial markets and investment concepts, preferably with a background in asset management.
- Proficiency in Microsoft Office applications, particularly spreadsheet-based data manipulation tools.
- Strong verbal and written communication skills to articulate complex business and investment capabilities clearly.
- Aptitude for process optimization, with an interest in adopting automated and AI-assisted workflows.
- Ability to engage effectively with multi-disciplinary stakeholders across investment, operations, and compliance divisions.
To apply online please use the 'apply' function.
(EA: 94C3609/ R24124496)
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