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Title: Investment Services Presentation Specialist
Location: Boston
Onsite Requirements: Onsite
Duration: 6+ months
Industry: Financial Services
Must be able to format excel data into presentable information for presentations
Responsibilities
* Support the creation and ongoing maintenance of client-facing and marketing materials, including pitchbooks, presentations, fact sheets, summaries, and standard reports
* Partner with marketing, sales, and client service teams to respond to client and prospect requests
* Assist with marketing programs and initiatives such as events, webinars, digital campaigns, and other promotional efforts
* Contribute to product-related marketing efforts, including updates and new offering rollouts
* Translate investment concepts, performance data, and strategy details into clear, compelling presentation materials
* Source data and content internally and perform basic analysis as needed to support materials
* Collaborate cross-functionally with investment teams, compliance, legal, and operations to ensure accuracy and alignment
* Help improve and maintain internal processes related to presentation and marketing material production
Must Haves
* Experience supporting marketing, client service, or presentation materials within asset management, hedge funds, or financial services
* Solid understanding of financial markets, investment strategies, and performance metrics
* Advanced PowerPoint skills, including formatting, layout, and data visualization
* Strong written and verbal communication skills
* Ability to quickly learn new investment products, strategies, and internal processes
* Highly organized with strong project management skills and attention to detail
* Comfortable working with multiple stakeholders across different teams
* Proficiency in Microsoft PowerPoint, Excel, and Word
