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Manage the development, production, approval and delivery of fund reporting materials and content on a monthly basis. The scope of funds is a diverse and growing range of equity investment strategies. The materials and content are primarily powerpoint presentations, powerpoint fund factsheets, investor letters, website pages and update videos.
Work effectively with senior colleagues and stakeholders on the above, in particular investment, sales, compliance and operational teams. Also with external ACDs and fund risk assessment partners
Efficiently and accurately make the relevant updates as part of the production of the above materials, using various widely used software packages such as Word, Excel, Powerpoint and Adobe Acrobat
In addition, manage production and approval processes and delivery from time to time for additional marketing (non-reporting) collateral. Scope to include presentations, brochures, fliers, articles, website pages, social media and press releases. Working as required with external marketing suppliers and internal marketing team
Assist in the approval processes and delivery of a refreshed suite of reporting and marketing materials as part of the global brand refresh exercise
Tightly manage detailed production, approval and delivery timetables for reporting and marketing materials and content
Manage and implement distribution of completed materials and content, to internal and external audiences. Includes London team, fund managers, overseas colleagues, websites (via the CMS), emails, social media and the PR agency
Assist [the Head of Marketing] in the general, longer term transition towards increased automation of fund reporting materials for external audiences, plus ongoing management and implementation
Please get in touch if you would like to learn more!!
Internal Number: 7392651
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