Presentation & Reporting Executive - Client Reporting Team - eFinancialCareers : Job Details

About the Role:

As part of our Client Reporting Team, you will:

• Create and Enhance Presentations: Develop high-quality investment and sales presentations tailored to institutional and wholesale clients, ensuring engaging design and targeted content.
• Collaborate with Stakeholders: Work closely with Sales and Fund Managers to refine materials, ensuring accuracy and relevance for a diverse client base.
• Streamline Processes: Support the build out and management of content libraries, slide repositories, and sales enablement tools for efficient work flow and enhanced output.
• Customise Client Updates: Prepare detailed presentations including performance metrics, attributions, positions, and other bespoke data.

About YouWe are looking for a dynamic individual with:

• Technical Expertise: Proficiency in MS Office (PowerPoint and PowerApps) and experience with content management tools.
• Creative Flair: Ability to produce compelling on-screen and printed presentations, incorporating animations and impactful design.
• Attention to Detail: A strong eye for detail and ability to peer-check for accuracy.
• Industry Knowledge: Familiarity with data, fund documentation, and regulatory environments in asset management.
• Communication Skills: Confidence to collaborate with internal teams and stakeholders.

Desirable Skills:

• Experience with slide libraries (e.g., Seismic, Upslide, or RightSlide).
• Knowledge of factsheets, client reports, and wholesale/institutional markets.
• Data manipulation skills

This is an exciting opportunity to play a key role in delivering client-focused, high-quality materials in a fast-paced, collaborative environment.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.