Finance/Investment Team Support (heavy PowerPoint)

  • Location: New York, NY
  • Type: Perm (Contingency)
  • Job #31073
  • Salary: $125,000.00

Compensation: $125,000 to $150,000+ bonus

Location: New York, NY

Credit Management firm is seeking a Finance/Client Services/Investor Relations hire. This role works integrally with Marketing/IR and the Investment Team (Research Analysts) as well as the Chief Investment Officer.

Highlights About the Company & Position:

  • Research, gather and prepare data in MS Excel to help support the creation of presentation materials in MS PowerPoint.
  • Assist with the construction of new slides on an ad hoc basis.
  • Use third-party research platforms to obtain and consolidate backup data in response to information requests.
  • Support the coordination of content, including following up with various team members for required information.
  • Work with senior management and marketing team to develop and update both internal and external presentation materials; liaise internally for completion of relevant slides; collect feedback on slides and implement relevant changes.
  • Track all materials produced and update all appropriate with the latest changes.
  • Track and manage the depository of existing and newly created materials and analyses including presentation materials, updating library content, archiving outdated materials, and data automation.


  • 3-6 years of experience in a Financial Services firm, Fund, or Third Party provider.
  • Experience with Credit or CLOs is highly desired.
  • Strong PowerPoint experience is a must.
  • Ideally good financial background.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 31073