Job Description

• Support the coordination and organization of project work under the direction of project leads
• Assist in the creation of slide decks and deliverables using master templates
• Take and collate meeting notes, ensuring smooth project progression
• Interpret project timelines, plans, and scope to determine necessary tasks and deadlines
• Track and manage project deliverables, maintaining key reports such as project plans, status updates, and hours logs
• Manage personal workload effectively, taking initiative to drive tasks forward while communicating progress to relevant stakeholders

• Conduct independent research to gain a deeper understanding of investment distribution landscapes, including asset managers, wealth managers, and platforms
• Develop expertise in asset classes, funds, and investor types
• Stay updated on the full marketing mix, toolkit, and specialisms
• Understand and articulate recent marketing and industry trends and their impact on clients' businesses

• Communicate professionally with clients via meetings, emails, and other channels, ensuring clarity and accuracy
• Present sections of deliverables and project work in various meetings, demonstrating thorough preparation
• Adapt communication styles to align with stakeholder preferences and needs

• Exhibit a team-oriented mindset, a can-do attitude, and the ambition to succeed collectively
• Respect differences in communication and work styles, adapting as needed to achieve goals
• Escalate issues appropriately to ensure timely involvement from senior team members

• Actively seek feedback, reflect on it, and implement improvements
• Allocate dedicated research time to deepen knowledge of industry channels, asset classes, and marketing strategies
• Identify learning and development opportunities and present them with a business case to management

• Ensure accurate and timely billing by submitting personal timesheets as required
• Support internal business functions, including project management and company initiatives
• Participate in company events and contribute to an inclusive and positive work environment
• Provide timely, clear, and constructive feedback to peers and senior colleagues

• Assist in onboarding documentation, presentation decks, calendaring, and other administrative tasks
• Manage project timelines to ensure deliverables meet deadlines

• Come prepared for mentorship and grand-mentor meetings, actively engaging in growth conversations
• Identify business opportunities within projects or based on industry insights
• Escalate business development opportunities with appropriate background information.

• Strong analytical and research skills with a keen interest in marketing and investment landscapes
• Excellent organizational abilities, with a proactive approach to managing tasks and meeting deadlines
• Effective communication and presentation skills, with attention to detail and professionalism
• Ability to work independently while contributing to a collaborative team environment
• Adaptability to different work styles and stakeholder preferences