Responsibilities

• Participate in the monthly factsheet production cycle with maintenance and delivery of factsheets to investment teams and internal/external distribution.
• Accountable for the timely update of multiple marketing materials including profiles and product briefs; also assist with commentaries and presentations.
• Improve the quality and efficiency of existing data processes.
• Partner with Compliance for the approval of marketing materials for distribution.
• Automate reporting templates and improve the efficiency of monthly deliverables for the client reporting team (Excel and PowerPoint templates).
• Maintain and improve tracking mechanism for client reports and ad-hoc requests.
• Automate data aggregation & update team’s SharePoint site with historical analytics.
• Assist in vendor and IT related projects (Morningstar, Aladdin, Bloomberg, Investment Monthly Report and data warehouse).
• Respond to RFP data and ad-hoc requests as needed.

Requirements

• 2:1 or above university degree ideally from finance, economics, mathematics, or computer science degrees.
• High level of accuracy and attention to detail.
• Strong interpersonal skills and ability to collaborate with a diverse group of professionals.
• Excellent time-management, planning, and organisational skills.
• Deadline-driven, collaborative, and able to multi-task.
• Solutions-oriented and proactive with the ability to improve processes.
• Experience working with Microsoft Excel, PowerPoint and Word is essential.
• An interest in using A.I. to improve and automate processes.
• Experience in a Marketing or Client Reporting role at an asset management firm preferred.
• Basic understanding of financial markets and interest in investment management.

Preferred

• An interest in using A.I. to improve and automate processes.
• Experience in a Marketing or Client Reporting role at an asset management firm preferred.
• Morningstar Publishing System, Seismic and Monday.com software knowledge useful but not essential.
• An interest in developing Excel, VBA, and Python knowledge.