Investment Services Presentation Designer

Title: Investment Services Presentation Specialist
Location: Boston
Onsite Requirements: Onsite
Duration: 6 months
Industry: Financial Services

Must be able to format excel data into presentable information for presentations

Responsibilities
* Support the creation and ongoing maintenance of client-facing and marketing materials, including pitchbooks, presentations, fact sheets, summaries, and standard reports
* Partner with marketing, sales, and client service teams to respond to client and prospect requests
* Assist with marketing programs and initiatives such as events, webinars, digital campaigns, and other promotional efforts
* Contribute to product-related marketing efforts, including updates and new offering rollouts
* Translate investment concepts, performance data, and strategy details into clear, compelling presentation materials
* Source data and content internally and perform basic analysis as needed to support materials
* Collaborate cross-functionally with investment teams, compliance, legal, and operations to ensure accuracy and alignment
* Help improve and maintain internal processes related to presentation and marketing material production

Must Haves

* Experience supporting marketing, client service, or presentation materials within asset management, hedge funds, or financial services
* Solid understanding of financial markets, investment strategies, and performance metrics
* Advanced PowerPoint skills, including formatting, layout, and data visualization
* Strong written and verbal communication skills
* Ability to quickly learn new investment products, strategies, and internal processes
* Highly organized with strong project management skills and attention to detail
* Comfortable working with multiple stakeholders across different teams
* Proficiency in Microsoft PowerPoint, Excel, and Word

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.

Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future™