Pitchbook Presentations Specialist Pitchbook Presentations Specialist …

Mayford James
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
Market Rate
Mayford James
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
Market Rate
Leading US Investment Management business based in the City are looking to recruit an individual into their Client and Investment Reporting team to be responsible for the delivering of client pitch-books for all their investment strategies.

You will work with a variety of investment data and content management systems to gather data and information for the pitch-books.  High levels of accuracy and attention to detail are essential for this role.  Main responsibilities would include:

  • Ensure pitch-books are accurately updated and delivered to the schedules for a range of investment strategies.  Collating investment data and statistics from various internal systems and teams.
  • Working with the compliance team to ensure pitch-books are compliant
  • Update customised client pitch books to meet Sales/Clients requests
  • Contribute to the project to automate the pitchbook production process by implementing Seismic.

To be considered for this role you must have experience in Investment Management either in Client Reporting, Pitchbook production or Client service focused  position.  You will have a good knowledge of Investment products and be highly numerate and analytical.  You will have experience of dealing with large data sets and investment data.  High attention to detail and accuracy is essential as is strong technical skills with experience of using powerpoint.  Degree level educated or equivalent.  This is a great opportunity to join a leading investment manager and build your knowledge of investment strategies.

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