Technical Marketing Specialist at PPS

Purpose of the job:

• Support the development and delivery of PPS Investments’ investment positioning and adviser enablement strategy by translating investment capability, product features and performance outcomes into clear, accurate and compelling technical content.
• The role plays a key executional and analytical function within Technical Marketing, supporting advisers, distribution and internal stakeholders through high-quality insights, positioning and technical marketing collateral across the PPS Investments platform, solutions and asset management businesses.

Minimum Requirements    
Ideal experience:

• Minimum 3 - 5 years’ experience in the investments industry
• Exposure to LISP, DFM, asset management or platform environments
• Experience in investment analysis, reporting or positioning

Ideal qualifications:

• Bachelor’s degree in commerce, Finance, Investments or related field
• Honours degree advantageous

Competencies and ideal personality attributes:

• Strong attention to detail
• Ability to interpret and translate data into meaningful insights
• Excellent communication and presentation skills
• Strong time management and ability to meet deadlines
• Proactive, self-driven and solutions-oriented mindset
• Ability to work both independently and collaboratively
• Strong interest and passion for financial markets and investments

Systems knowledge:

• Microsoft Office (Excel and PowerPoint)
• Morningstar, Refinitiv or similar advantageous
• Power BI or data visualisation tools advantageous

Key success measurement:

• Accurate high-quality technical content
• Clear translation of technical investment concepts
• Strong collaboration across teams
• Contribution to adviser enablement and engagement

Duties and Responsibilities    
Investment platform & product support

• Support the positioning of PPS Investments products, platform capabilities and solutions in alignment with business strategy.
• Translate investment performance, data and platform features into clear, adviser-facing insights.
• Compile and maintain due diligence documentation across the business and managers to support consistent positioning.
• Provide technical support to distribution, product and internal stakeholders on positioning-related queries
• Support positioning and communication of solution packaging aligned to adviser segments
• Support the integration of PPS Investments’ value proposition, including mutuality, into product and platform positioning

Investment Positioning & technical content

• Be involved in all aspects of collateral development from idea generation to implementation. Liaise with internal and external parties to prepare and implement presentations while ensuring brand consistency.
• Create and update presentations for new business pitches, client presentations, staff updates, investment committee and event-driven presentations
• Develop and maintain adviser-facing sales aids, collateral and technical marketing material (brochures, pitch decks and guides)
• Ensure positioning content and market data remain accurate and up to date.
• Produce fund-level data, asset allocation, holdings and performance analytics.
• Maintain core presentation packs and positioning content on a regular basis.
• Liaise with stakeholders to ensure relevance, accuracy and impact of content.
• Translate complex investment concepts into clear, compelling narratives for adviser and client engagement.
• Support the development of repeatable positioning frameworks across funds, solutions and platform capabilities.

Research, insights & market analysis

• Analyse the external asset management landscape, including competitor positioning, industry trends and market data.
• Prepare insights to support business decision-making and positioning.
• Translate research into actionable insights for internal stakeholders and adviser communication.
• Identify opportunities and gaps using internal and external data.

Marketing, campaigns & content

• Support the development of marketing campaigns and adviser engagement initiatives (e.g. webinars) aligned to business objectives.
• Assist in drafting and editing collateral across channels including social media, emails, invitations, newsletters and client communication.
• Contribute to thought leadership, editorial content and investment insights.

Adviser enablement and sales support

• Support adviser engagement initiatives through technical and educational content, presentations and insight-driven material.
• Assist in preparing content for adviser education initiatives, including webinars, training sessions and masterclasses.
• Partner with Investments, Product, Distribution and Marketing teams to support projects, campaigns and solution launches.
• Act as a link between technical investment teams and distribution to ensure consistent positioning.

Value Proposition Alignment

• Support initiatives that reinforce PPS Investments’ core value proposition, including mutuality and long-term member outcomes.

Deadline:22nd May,2026