Investment Services Presentation Designer Job at Beacon Hill (Boston)

Investment Services Presentation Specialist

Job Summary: Title: Investment Services Presentation Specialist. Location: Bosto...

Location

United States , Boston

Salary:

40.00 - 45.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

Fulltime

ETF Wholesaler Senior

The ETF Wholesaler Senior is responsible to drive sales and market penetration f...

Location

United States , Minneapolis

Salary:

81000.00 - 90000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

8-10 years of experience required
Sales experience in asset management and ETFs
Proven sales ability and results
Excellent presentation and public speaking skills
Four-year degree required or equivalent work experience
Series 7 license
Ability to manage extensive travel (up to 65% of time will be traveling within the territory)
Evening and weekend business functions
Comfortable with talking on the phone and presenting on video calls in person
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc)

Job Responsibility

Develop, retain and grow long term relationships with financial advisors
Execute on sales targets by growing advisor base and market share in the assigned territory, through face to face, phone and virtual wholesaling
Educate advisors with varying degrees of ETF knowledge on investment strategies, product positioning, and portfolio implementation strategies
Conduct compelling group and individual presentations designed to articulate and differentiate the AllianzIM Buffered Outcome ETFs
Respond to advisor inquiries regarding ETF features and performance
Segment the advisors in the territory utilizing multiple data sources, create the territories zones and rotations, and implement the processes for efficient and targeted activity including all administrative responsibilities
Continued learning of our product, competitive landscape, portfolio construction and product positioning through leveraging internal resources and earning industry designations
Participate in onboarding of new employees, proactively acting as a coach and mentor for their first 6 months

What we offer

Choice of comprehensive medical and dental plan options
Generous time off plan
Outstanding 401(k) company match
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups

Fulltime

Senior Manager, Robot Diagnostics Engineering

You’ll lead the Diagnostics Engineering organization responsible for diagnosing ...

Location

United States , San Carlos

Salary:

Not provided

1X Technologies

Expiration Date

Until further notice

Requirements

Degree in engineering or related field, or equivalent practical experience
Strong systems-level expertise across mechanical, electrical, embedded, and software domains
Demonstrated experience owning diagnostics, reliability, or service tooling for complex electromechanical systems
Proven experience leading multi-disciplinary engineering teams and managers
Strong data fluency, including defining metrics, analyzing trends, and driving decisions from data
Experience influencing product design and engineering priorities through service and field feedback
Excellent written and verbal communication skills, with experience presenting to senior technical and executive audiences

Job Responsibility

Lead and scale the Diagnostics Engineering organization, setting strategy, priorities, and execution standards across teams
Own the diagnostics vision and multi-quarter roadmap, including tooling, workflows, data infrastructure, and documentation
Establish clear expectations for diagnostic quality, safety handling, and escalation across service and engineering teams
Drive automation and process improvements that materially reduce time to diagnosis and improve first-pass accuracy at scale
Own diagnostics, repair, and escalation metrics
ensure they are trusted, visible, and used to guide leadership decisions
Analyze fleet-wide failure patterns to identify systemic issues and prioritize engineering and design investments
Represent diagnostics and service at a senior level in design reviews, architecture discussions, and cross-functional planning forums
Partner with hardware, electrical, controls, software, manufacturing, and service leadership to ensure recurring issues result in tracked design or process changes
Ensure diagnostic guidance, known-issue interpretations, and recommended procedures are documented, versioned, and consistently applied

What we offer

Health, dental, and vision insurance
401(k) with company match
Paid time off and holidays

Relationship Manager

Robert Half is looking for an experienced and dedicated Relationship Manager to ...

Location

United States , Bloomington

Salary:

95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 to 5 years of experience in financial services or financial planning
Comprehensive understanding of personal financial planning areas such as investing, executive benefits, estate planning, retirement planning, and individual income tax
Excellent written and interpersonal communication skills and strong problem-solving abilities
Ability to work as a team player with integrity, a strong work ethic, and high moral character
Comfortable working independently and presenting to small groups

Job Responsibility

Establish and maintain strong, trusting relationships with high net worth and corporate clients
Understand, articulate, and work towards client goals and objectives
Collaborate with the team to design effective financial and investment options to meet client goals
Maintain high levels of confidentiality and sensitivity in managing client information

What we offer

bonuses
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Non Trading Market Risk Management - Vice President

The BSM NTMR Snr Ld analyst will drive the production needs and lead various wor...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years experience in Financial Services, Treasury, and bank global liquidity investment portfolio
Excellent Excel and PowerPoint skills for report building and presentations
Intermediate knowledge in debt investment securities and non-trading market risk such as FXRBB, commodity risk, private equity risk and CSRBB, QMMF and CCAR for Pensions, ATM/AFS portfolios, etc.
Intermediate understanding of regulatory, compliance, risk management and financial management, and data governance concerns
Intermediate understanding of Bank ALM, Capital, and Liquidity considerations
Intermediate experience in debt investment securities analytics, measurement, metrics and methodologies
Demonstrated ability to collaboratively solution complex and dynamic processes
Proven ability to work under pressure in ambiguous environments
Excellent oral and written communications skills
Previous experience interacting and working with Executive Leaders

Job Responsibility

Drive the production needs and lead various workstreams to develop, enhance, measure, and monitor 1st line Non-Trading Market Risk framework including Governance and Oversight, Metrics, Methodology, Measurement, Data and Infrastructure, Process and Controls, and Management for Commodity/Equity/CSRBB Framework, FXRBB, stress testing analytics relating to CCAR and QMMF for Citi's global Pensions, and AFS/HTM securities, and asset allocation design
Be a lead analyst to support the implementation of and contribute to BSM's process by providing key analytical insights across BSM functions with a primary focus on asset allocation, FXRBB, OCI stress testing analytics for (CCAR) and QMMF for pensions and AFS /HTM securities, Commodity/Equity/CSRBB risk
Provide leadership, market experience, and subject matter expertise for enhancing BSM's analytics and methodologies and establishing Citi's first-line NTMR management framework
Use subject matter expertise to aid senior leaders in aligning governance and management framework, procedures and controls for all legal entities that have OCI Risk, FX risk, commodity risk, credit spread risk in the Banking Book
Liaise with businesses, legal entity treasury, CTI and Markets Treasury, and Controllers teams to ensure both an understanding and the ability to manage other non-trading market risks
Support the team and assist Manager with remediation gap efforts in other non-trading market risk as required by Tier 1 regulations and help to remediate regulatory/audit self-identified issues concerning other non-trading market risks in the banking book and achieve target state framework
Interact with 2nd line FinCRO function, regulators, senior management and Non-Traded Market Risk governance committees
Provides advice and counsel related to the technology or operations of the business

Fulltime

Senior Director of Portfolio Management

The Senior Director of Portfolio Management leads the strategic direction, gover...

Location

United States , Chicago

Salary:

200000.00 - 220000.00 USD / Year

Trace3

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, product management, technology, or related field required
Advanced degree (MBA or equivalent) preferred
10+ years of experience in portfolio management, product management, services strategy, or offering management
Experience working in technology services, consulting, or systems integrator environment
Proven ability to lead, manage, and develop high-performing portfolio managers, analysts, or enablement teams
Strong familiarity with service catalog design, pricing models, financial analysis, and offering lifecycle governance
Strong financial and business acumen with a deep understanding of services profitability, margin models, and portfolio KPIs
Proficiency with enterprise business systems (CRM, ERP, PSA, pricing/scoping tools) and data analysis/reporting tools
Demonstrated success leading cross-functional initiatives across Sales, Delivery, Finance, and Marketing
Ability to build alignment across organizational levels and influence stakeholders without direct authority

Job Responsibility

Own the services portfolio end-to-end, including administration, governance, lifecycle management, enablement, and continuous evolution
Partner with Business Unit, Services, Sales, Finance, Marketing, and Delivery leadership to define portfolio strategy, long-term vision, priorities, and success metrics
Establish and maintain a portfolio governance model to ensure alignment, accountability, and consistent decision-making across all services
Guide portfolio direction using client demand, competitive insights, financial objectives, and delivery capability
Lead and develop a high-performing portfolio management and enablement team
Align team structure and capabilities with the future needs of the services portfolio
Foster a culture of ownership, collaboration, continuous improvement, and innovation
Lead the full lifecycle of service offerings from concept and launch through performance management, enhancement, and retirement
Prioritize the offering roadmap based on market opportunity, scalability, profitability, and strategic alignment
Drive portfolio standardization and strategic cohesion across all service areas (Cloud, Security, Data & Analytics, AI, Contact Center & Collaboration, Managed Services, and Consulting)

What we offer

Comprehensive medical, dental and vision plans for you and your dependents
401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
Competitive Compensation
Training and development programs
Major offices stocked with snacks and beverages
Collaborative and cool culture
Work-life balance and generous paid time off

Fulltime

Portfolio Manager

Our Portfolio Managers and Associates are responsible for assisting with managem...

Location

Cayman Islands , Grand Cayman

Salary:

Not provided

LOM Financial Group - Wealth Management

Expiration Date

Until further notice

Requirements

Must have at least five years of portfolio, asset or fund management experience
CFA level 3+ qualified
Experience within wealth management structuring, performance measurement, financial planning, long-term relationship management and dealing with an international clientele
Knowledge of all investment products in all asset classes

Job Responsibility

Management of internal portfolios with a focus on fixed income, investment grade and some non-investment grade credit, sovereign bonds (both nominal and index-linked), agency and covered bonds, their analysis, trade implementation and adherence to investment guidelines
Assist local financial advisors with developing new business
Attend meetings with Financial Advisors, present information to prospective clients, attend regular investment policy committee (IPC) meetings and otherwise support our team in providing our services
Assist in the construction of investment mandates and help to ensure we operate within the constraints of the underlying account documents across multiple client accounts
Help develop strategies in the areas of thematic positioning, sector weightings, regional exposures, bond duration targeting, and tactical credit exposures designed to achieve specific investment goals
Quantitative and qualitative analysis of macroeconomic environment with the aim of generating a top-down view of markets to combine with bottom-up analysis of individual financial entities
Implement trades and generate orders as required by the business across various asset classes, not solely limited to fixed income, including derivatives, futures, and FX
As required, write and edit external economic and investment newsletters and other materials distributed through the company web-site, marketing programs and directly to clients
Help manage individual discretionary accounts alongside other members of the LOMAM team
Prepare presentations and present to internal and external stakeholders in relation to market outlooks, product overviews or investment reports

Fulltime

Technical Cloud Consultant

Drive end-to-end cloud transformation for enterprise clients—from initial applic...

Location

India , Bangalore

Salary:

Not provided

Rackspace

Expiration Date

Until further notice

Requirements

Conduct technical discovery and application assessments to determine cloud readiness, dependencies, and migration complexity
Design and architect migration pathways for workloads moving from on-premises data centers to cloud—covering lift-and-shift, re-platforming, and re-architecture patterns
Lead cloud assessment engagements using native discovery tools and build business cases with TCO analysis and migration roadmaps
Hands-on migration execution using platform-native migration services and third-party tools for servers, databases, and storage
Work with customers on hybrid connectivity design—dedicated interconnects, site-to-site VPN, and transit architectures for on-prem integration
Build cloud landing zones with proper governance, security baselines, identity management, and network segmentation across multi-account/subscription environments
Collaborate with application teams to refactor legacy workloads for cloud-native architectures (containers, serverless, managed services)
Document migration runbooks, cutover plans, and rollback procedures for production transitions
Provide post-migration support—cost optimization, performance tuning, and operational handoff to customer teams

Job Responsibility

Assessment & Discovery: Conduct technical discovery workshops with client teams to understand current infrastructure, applications, and dependencies
Perform application portfolio assessments to evaluate cloud readiness, migration complexity, and modernization opportunities
Deploy and configure discovery tools to map application dependencies, performance baselines, and resource utilization
Analyze assessment data to categorize workloads using migration strategies (rehost, re-platform, refactor, retire, retain)
Build TCO models and business cases to justify cloud migration investments
Migration Planning & Design: Design target cloud architectures based on client requirements, compliance needs, and performance objectives
Develop migration roadmaps with phased approaches, timelines, and resource estimates
Create landing zone designs with multi-account/subscription structures, network topology, and security baselines
Design hybrid connectivity solutions for on-premises integration during and post-migration
Document migration patterns, cutover plans, and rollback procedures for each workload wave

Fulltime

Investment Services Presentation Designer

Beacon Hill

Location:
United States , Boston

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Investment Services Presentation Designer