Graduate Product Strategy and Content Executive

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • Puma Investments
  • 07 Feb 18 2018-02-07

This is a technical role in which you will be producing the written content for all our product literature and investor reports. You should have a strong desire to produce engaging content and have the capacity to understand different nuances of our range of tax-efficient offerings, so as to create high-quality written work for our target audience.

Our Group

Puma Investments is part of the Shore Capital Group, an AIM listed, investment banking group with a 30+ year history of successfully focussing on equity capital market activities, asset management and principal finance.  We have offices in London, Edinburgh, Liverpool, Guernsey and Berlin.  We manage over £900m across a variety of funds.

Our Business

Puma Investments is a fund manager with a strong track record in:

  1. Growth Capital for UK SMEs;
  2. Property Finance;
  3. Listed Equities.

We raise our funds from a variety of sources including wealth managers and IFAs from the very large (eg SJP, Barclays Wealth, Cazenove) through regional players to the very small independents, from execution-only brokers and from HNWs.  We also work with platforms (including Standard Life, Ascentric and Transact).

In particular, historically we have focussed on tax-efficient investments including Venture Capital Trusts (“VCTs”), Enterprise Investment Scheme (“EIS”) and Business Property Relief (“BPR”) qualifying offers.  Indeed, we are proud to have been recognised and awarded for our various offers, most recently having won Tax-Efficient Group of the Year (Investment Week, 2017) and Best AIM Investment Manager for the last two consecutive years (Growth Investor Awards, 2016, 2017).  In addition, we consistently receive commendable independent reviews for our VCT, EIS and IHT offerings by leading industry commentators such as Tax Efficient Review and Allenbridge.

A business in growth mode

Puma Investments has grown significantly over the last 5 years. 

We are now c.60 people across the full suite of functions.  In addition, we benefit from being part of a larger Group able to draw on the substantial resource, brand and infrastructure of our parent, Shore Capital. 

We have invested significantly in our Business Development and Investment Teams in particular over the last 24 months with a view to increasing our geographic reach, investment capability and consequently expand our presence within the market place. 

In the last 12 months we have also established a dedicated client services team of three people to compliment a head of strategic partnerships, sales support staff and the marketing team of three.

As such, it is an exceptionally exciting time for our business: combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success.

Who we are

The team at Puma are bright, ambitious and passionate about what we do.  Our non-hierarchical and meritocratic approach results in a close-knit team with a unified goal. We believe that success is produced by and belongs to all. 

Our culture is dynamic, transparent and (….dare we say it) fun. 

In addition, while it is a given that rewards are highly competitive and based on performance, we also believe in benefits that reward you in a more rounded way; as an example, our team get their birthdays off and personal development grants (for sushi making classes, photography, golf lessons and any interests you have that make you, you).  We also take our responsibilities seriously, actively fundraising for our chosen charity of the year through a variety of activities. 

The Role

An exciting new role has arisen for a bright, hungry and committed individual to join our Puma Investments team. 

This is a technical role in which you will be producing the written content for all our product literature and investor reports. You should have a strong desire to produce engaging content and have the capacity to understand different nuances of our range of tax-efficient offerings, so as to create high-quality written work for our target audience.

Being part of the Puma Investments team, there will be an opportunity to contribute across the business by working closely with the investment and business development teams, and eventually contribute to developing sales and marketing strategies to increase brand awareness. 

The ideal candidate will have an Economics degree with a minimum of 1 years' experience who can demonstrate excellent analytical and communication skills, having produced written work that is thoroughly researched and accurate.

Key responsibilities include

  • Supervise and write the content of all marketing documentation (including new product literature, PowerPoint presentations, emails and web content)
  • Compose and update third party DDQs and information requests relating to current or new offers (TER, Allenbridge, MICAP, Hardman and the numerous RFIs sent by third party advisory firms)
  • Compose and update all internal DDQs and ‘reasons why’ documents on a quarterly basis
  • Provide the written content for all investor reports for VCT, EIS and Heritage (not AIM)
  • Write retail investor guides to VCT, EIS and BPR, with a view to promoting Puma through leadership and brand awareness
  • Develop strategies to increase adviser engagement and brand awareness for VCT, EIS and BPR investing (for example, consider a Puma inheritance tax calculator or equivalent)
  • Create product related articles and thought leadership pieces for industry press
  • Write all tax planning scenarios for VTC, EIS and BPR investing to distribute in the field (for both PowerPoint and longer form)
  • Re-write and manage the client illustrations for each offer
  • Be the internal advisor for all tax related questions, from the viewpoint of retail investors (handle ad-hoc Business Development queries received from advisers, such as scenarios relating to non-doms etc.)
  • Create a new system for regular tracking of competitor activity (including structure of new offers and analysis of commercial terms)
  • Write articles, emails and press releases related to new SME investments and property loans
  • Research the commercial and technical aspects of potential new offers or business opportunities (IF ISA or equivalent) and conduct feasibility studies

Reports to

Chief Operating Officer and dotted line to Director of HR & Brand        

Knowledge and Experience

  • Top grade academics, a minimum of a 2:1 degree or above from a Russell Group University, preferably in Economics
  • Can be at early stages of career, but has to be enthusiastic, intelligent and adaptable


  • Excellent analytical and communication skills
  • Evident high quality of written work
  • Proficient with Microsoft Word, Excel and PowerPoint

Personal Attributes

  • Pragmatic and practical
  • Fast-paced, flexible and resilient
  • Good business analysis
  • Ability to express complex issues succinctly and clearly
  • Depth of character and gravitas
  • Organised, rigorous and disciplined