Sr. Specialist Design, Global Client & Investment Reporting
Core
Production and data visualization specialist for Fixed Income investment teams, creating tailored presentation materials, pitchbooks, and reports for clients and prospects.
Role type
Senior Specialist Design (Data Visualization & Reporting)
Builds
High-quality investment meeting materials, pitchbooks, and reports for clients and prospects.
Domain
Asset Management / Fixed Income
Required skills
End-to-end project management, data sourcing and validation, style guideline application, process improvement, stakeholder collaboration, investment product knowledge
Preferred skills
Bespoke PowerPoint creation, data set compilation and infographics, reporting systems proficiency, Adobe Creative Suite
Technologies
PowerPoint, Adobe Creative Suite, Internal Reporting Systems
Responsibilities
Manage end-to-end production process for assigned projects; Collaborate with internal teams to execute assignments; Source and update data accurately; Apply style guidelines and brand standards; Champion process improvements and resolve issues.
Seniority
Senior, hands-on IC