Investment Positioning Specialist at PPS

Ideal experience:

• 2 - 3 years of experience in the investment industry with a basic understanding of the LISP, DFM and Asset Management environments.
•  Data analytics experience would be advantageous.

Ideal qualifications:

• Bachelor’s degree with a focus in investment management, economics and/ or finance.

Sales enablement

• Assist with due diligence process when loading new Management companies or unit trusts and collating due diligence requirements for external management companies
• Provide reporting and other ad hoc requests from Management companies and brokerages.
• Assist distribution with requests regarding positioning material.
• Provide support to internal departments on fund and positioning requests.

Data Gathering and Presentation Assistance

• Assist the team in creating and updating PowerPoint presentations for various audiences, including clients, new business pitches, and internal staff updates.
• Perform monthly updates for all regularly used marketing and presentation materials to ensure data is current.

Gather and format data for individual funds, including:

• Asset allocation
• Top 10 holdings
• Performance data and graphs
• Ensure all materials are correctly branded and consistent with company standards.
• Work closely with the marketing and communication team to plan deliverables and distribute relevant content to specific audiences.

Research and Content Support

• Together with the positioning team, assist with research on the asset management landscape including competitor analysis and industry trends.
• Work with the marketing team to enable the agreed activity for distribution. This includes assisting with the drafting and or editing of copy for social media posts, emails, and newsletters.