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- Tasks: Create and manage presentations and marketing materials for clients and prospects.
- Company: Join a leading investment manager known for its inclusive culture and commitment to employees.
- Benefits: Enjoy a full-time role with opportunities for growth and development in a supportive environment.
- Why this job: Perfect for ambitious graduates eager to learn and make an impact in investment management.
- Qualifications: Degree educated with strong communication skills and proficiency in Excel and PowerPoint.
- Other info: This entry-level position offers a chance to collaborate with diverse teams and improve processes.
The predicted salary is between 28800 - 48000 £ per year.
We are currently looking for ambitious graduates to join a leading investment manager in their London office. As a Graduate Investment Presentation Analyst, you will be key in developing presentations and marketing materials across all investment activities for client and prospective purposes. You will be working closely with a wide variety of teams to deliver an exceptional outcome. This is a great opportunity for ambitious juniors looking to join a company that truly cares about their people and a modern inclusive culture.
The Role:
- Delivery of reporting materials including client letters, factsheets, marketing and review materials, valuations and investment commentaries
- Taking ownership of the workflow for client presentations and reporting materials
- Create and take ownership of layouts for all client, consultant and prospect presentations
- Liaise with the investment teams, client services and business development to ensure materials produced are suitable for their requirements
- Build an understanding of data flow from core data systems through to reporting systems
- Contribute to the ongoing development of automated client presentation solutions
- Support for continuous process improvement
Requirements:
- Degree Educated
- Driven to build a career in investment management
- Passionate about learning
- Excellent communications skills
- Keen attention to detail
- Good Excel and PowerPoint skills
Seniority level: Entry level
Employment type: Full-time
Job function: Analyst
Industries: Investment Management
Graduate Investment Presentation Analyst employer: Citygrad
Contact Detail:
Citygrad Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Investment Presentation Analyst
✨Tip Number 1
Familiarise yourself with the investment management industry. Understanding key concepts, trends, and terminologies will help you engage in meaningful conversations during interviews and demonstrate your passion for the field.
✨Tip Number 2
Develop your presentation skills. Since the role involves creating marketing materials and client presentations, practice designing clear and engaging slides using PowerPoint. Consider taking an online course to enhance your skills further.
✨Tip Number 3
Network with professionals in the investment management sector. Attend industry events or connect with alumni from your university who work in this field. Building relationships can lead to valuable insights and potential referrals.
✨Tip Number 4
Showcase your attention to detail. In your interactions, whether through networking or interviews, highlight examples where your meticulousness has led to successful outcomes. This quality is crucial for the role and will set you apart from other candidates.
We think you need these skills to ace Graduate Investment Presentation Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Graduate Investment Presentation Analyst. Emphasise your communication skills, attention to detail, and any experience with Excel and PowerPoint.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your eagerness to learn. Mention specific reasons why you want to work for this investment manager and how you can contribute to their team.
Showcase Relevant Projects: If you have completed any projects or coursework related to presentations, marketing materials, or data analysis, be sure to include these in your application. This will demonstrate your practical experience and understanding of the role.
Proofread Your Application: Before submitting your application, carefully proofread all documents to eliminate any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Citygrad
✨Showcase Your Communication Skills
As a Graduate Investment Presentation Analyst, strong communication skills are essential. Be prepared to discuss how you've effectively communicated complex information in the past, whether through presentations or written materials.
✨Demonstrate Attention to Detail
Attention to detail is crucial for this role. During the interview, highlight examples where your meticulous nature has led to successful outcomes, especially in creating reports or presentations.
✨Familiarise Yourself with Investment Concepts
Even though you're applying for an entry-level position, having a basic understanding of investment management will set you apart. Brush up on key concepts and be ready to discuss them during your interview.
✨Prepare Questions for Your Interviewers
Show your enthusiasm for the role by preparing thoughtful questions about the company culture, team dynamics, and opportunities for growth. This demonstrates your genuine interest in the position and the organisation.
