Presentations & Production Lead
Bruin Financial
Ref: 44193
We are working with a highly regarded global asset management firm to appoint a Presentation & Production Lead within its international product marketing function. This is a pivotal role responsible for managing 3 direct reports in the UK and US, as well as overseeing the planning, production, and delivery of high-quality presentations and fund factsheets across multiple regions.
Operating in a player-coach capacity, this individual will both lead and execute. The role requires hands-on ownership of complex, data-intensive materials while managing workflows, stakeholder expectations, and continuous process improvement initiatives across EMEA, the US, and Asia. This position would suit a senior marketing operations or product marketing professional with deep experience in asset management and strong technical fluency in investment reporting.
The successful candidate will be involved in:
- Acting as the primary point of contact for global investment and sales teams on presentation and factsheet deliverables
- Translating stakeholder requirements into structured, actionable production plans
- Managing intake, prioritisation, and tracking of high-volume requests across regions
- Overseeing — and when required directly producing or editing — fund presentations, pitchbooks, and periodic factsheets across multiple vehicle types
- Validating performance, attribution, and benchmark data in partnership with data and product teams
- Ensuring all materials are accurate, compliant, on-brand, and delivered within agreed timelines
- Communicating trade-offs clearly where competing priorities or data constraints arise
- Identifying data discrepancies or production risks and driving timely resolution
- Partnering with marketing operations to enhance workflows and improve efficiency
- Supporting automation and platform optimisation initiatives (e.g., Seismic or similar systems)
- Collaborating across time zones to ensure global consistency of materials
- Mentoring junior colleagues and fostering a disciplined, delivery-focused team culture
The ideal candidate should have:
- Extensive experience in marketing operations, collateral production, or product marketing within asset management
- Strong understanding of investment performance data, attribution, and benchmark reporting
- Proven ability to manage complex deliverables under tight and shifting deadlines
- Experience balancing hands-on execution with stakeholder leadership
- Familiarity with wholesale and institutional investment markets
- Advanced proficiency in PowerPoint and Excel; experience with Seismic or comparable content platforms
- Strong communication skills and confidence engaging senior investment and sales stakeholders
- A structured, solutions-oriented mindset with high attention to detail
For more information, please apply here or email Chris at Christopher.rolfe@bruinfinancial.com
Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.
