Investment Services Presentation Specialist
Listed on 2025-12-02
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Finance & Banking
Financial Consultant, Wealth Management
Investment Services Presentation Specialist
New York
About Man GroupMan Group is a global alternative investment management firm focused on pursuing out performance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
MainPurpose
Overall responsibility for creating Group portfolio manager and sales presentations for Man’s private credit investment area in a compelling and consistent manner. The role requires developing substantial technical expertise in key private credit investment funds within Man's Discretionary business area to write and produce credible and compelling investment‑led presentations. These presentations will need to be prepared on a regular basis for use with Man's institutional and retail client base, in addition to industry conferences and other events.
A key element of the role will be to develop deep and credible relationships with the relevant private credit investment and CPM teams and to become a go‑to source for Sales on the sub‑set of funds covered. The successful applicant will be expected to produce high quality and professional materials quickly, efficiently and to a high standard.
Responsibilities- Write, develop and deliver the full range of presentation collateral, making use of close proximity to the CPM, portfolio management and sales teams
- Ensure all presentations are of the highest quality and that the latest industry research, regulatory requirements, analysis and messaging is incorporated
- Partner with the private credit portfolio management team, CPM, and other key stakeholders across the business to ensure content is impactful and of the highest quality
- Work alongside the Discretionary Investment Services team and senior team members to create compelling "off the shelf" marketing collateral to support fund launches and sales activity
- Demonstrate strong technical competence with Excel and the ability to create compelling charts using complex data sets
- Translate complex investment ideas into a logical and visually engaging format
- Manage the process of updating product materials on a monthly/quarterly basis
- Act as an ambassador for IS internally and be a positive role model to junior members of the team
- Degree level education in a relevant discipline required; CFA, CAIA or IMC preferred but not essential.
- Approx. 3‑4 years’ Client Service or Content Creation experience within the industry and a solid understanding of the financial landscape investment management / hedge fund space.
- Strong PowerPoint and Excel skills; experience with complex data sets and strong analytical ability.
- Excellent communication skills, both written and verbal.
- Ability to construct top quality presentation collateral with clear and consistent messaging.
- Proactive, able to identify opportunities and initiate projects where Investment Marketing can add value.
- Good organisational and time management skills; ability to prioritise work effectively.
- Team orientation and ability to work independently to meet demanding deadlines.
US Pay Range: $80,000 - $85,000 USD.
BenefitsOur comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long‑term disability coverage, group sick pay, enhanced parental leave and long‑service leave. Additional benefits may be available based on location, such as private medical coverage, discounted gym membership options and pet insurance.
Equal Employment Opportunity StatementMan Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
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