Graduate Investment Presentation Analyst

Graduate Investment Presentation Analyst

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Create impactful presentations and marketing materials for clients and prospects.
  • Company: Leading investment manager with a modern, inclusive culture.
  • Benefits: Career growth opportunities, supportive environment, and a focus on employee well-being.
  • Other info: Perfect for ambitious graduates eager to learn and grow in finance.
  • Why this job: Join a dynamic team and make a real difference in investment management.
  • Qualifications: Degree educated, strong communication skills, and proficiency in Excel and PowerPoint.

The predicted salary is between 30000 - 40000 Β£ 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 details
  • Good Excel and PowerPoint skills

Graduate Investment Presentation Analyst employer: Citygrad

Join a leading Political & Credit Risk Insurance firm that values ambition and motivation, offering a dynamic work culture where your contributions directly impact global financial markets. With over 30 years of expertise, we provide exceptional growth opportunities through continuous learning and development, ensuring you thrive in a supportive environment. Located in a vibrant city, our company fosters collaboration and innovation, making it an ideal place for graduates eager to make a meaningful difference in the world of data management.

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Contact Details:

Citygrad Recruitment Team

We think you need these skills to ace Graduate Investment Presentation Analyst

Presentation Development
Marketing Material Creation
Client Communication
Workflow Management
Data Analysis
Excel Skills
PowerPoint Skills