Job Overview & Description
Key Responsibilities
Presentation Design & Delivery
- Design and production of clear, accurate, and visually engaging PowerPoint presentations to the highest standard
- Enforce visual consistency across all collateral, in line with the design guidelines
- Manage the end-to-end delivery of monthly and quarterly presentations, often to tight deadlines
Data Preparation & Integration
- Oversee the collation and integration of fund performance, AUM, and other key metrics into PowerPoint templates, designing clear data visualisations
- Take responsibility for ensuring data is accurate, current, and content aligned with compliance standards
Content Coordination
- Partner with internal teams (e.g. Events, Channel managers, Sales, Investment desks, Performance and Compliance) to scope requirements and deliver timely
- Establish and maintain a well-governed library of presentations, templates, asset, source and evidence files
Continuous Improvement
- Support team members, sharing expertise and knowledge
- Use best-practice standards for interpreting fund content into effective, compelling visual presentation
Desired Skills / Experience
- Significant experience in a presentation design role, ideally within asset management
- Strong stakeholder management and communication skills, with the confidence to advise and influence investment and sales teams
- Expert proficiency in PowerPoint, with an exceptional eye for design, layout, formatting and consistency
- Strong proficiency in Excel
- Strong working knowledge of performance metrics, attribution, AUM flows, and risk statistics
- Able to manage multiple projects and competing priorities under pressure, and to prioritise across the team
- Proficiency with additional platforms such as Figma and Seismic advantageous
- Expert proficiency in Microsoft PowerPoint
- Advanced proficiency in Microsoft Excel
- Advanced proficiency in Adobe InDesign, Illustrator and Photoshop
Additional Role Details
This role is subject to the Conduct Rules set by the FCA.