Presentations Executive Asset Management (European Language) recruitment
We have a vacancy for a Client Meeting Presentations Executive within our RFP Team. This is an entry level job into a busy team within the distribution (sales / marketing) division of a Global asset manager.
The team consists of 13 members and is organised into three functions: RFP writing, Consultant Database Management and Client Meeting Presentations. The successful candidate will be assisting in the completion of presentations for meetings with prospective and existing clients. The candidate will need strong computer skills, specifically PowerPoint and the confidence to develop relationships with a variety of internal departments and managers.
Responsibilities
- Production of client reporting material (client specific meeting Presentations, new business proposal presentations, customised investment reviews, product and client masters) to set deadlines
- The ability to develop key processes and relationships within the organisation (ie Client Directors, Client Reporting, Performance Team, Fund Managers)
- Ensuring meeting dates advised to the team are logged into the appropriate database in a timely manner and subsequently reconfirmed with the Client Relationship Managers
- Maintain and update your individual workflow database on a daily basis
- Proactively help and support other team members
- Assisting in ongoing team projects and answering ad hoc business development queries
- Develop product / firm knowledge to add value to the presentation process
System Requirements
- PowerPoint
- Excel
- Word
Core Competencies required
- A general interest in the financial industry
- Personal organisation - working to strict deadlines within known and agreed processes (time management and initiative).
- High standard of numeracy, accuracy and attention to detail.
- Able to work independently as well as within a team.
- Strong written and verbal communication skills
- Strong PC skills – Word, Excel and PowerPoint
- A good team worker
- Enthusiasm to learn and develop
A European language will be a distinct advantage. French, Italian and German particularly.