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Strong marketing content management and production skills with experience of presentation delivery skills and fund marketing updates
Honor Cole
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
Over 20 years experience in asset management marketing content production, coordination, management including presentations, factsheets and data delivery.
Over five years experience in content management systems (Heartbeat, RightSlide and Seismic).
Over five years experience in content management systems (Heartbeat, RightSlide and Seismic).
Markets
United Kingdom
Language
English
Fluently
Ready for
Ongoing relation / part-time
Full time contractor
Available
My experience
2020 - 2020
job
Investment Communications Executive
White Marble Marketing.
Temporary Contract
• Responsible for template migration, delivery and coordination of sales, investment and marketing presentations for a client-led project
• Data collection in preparation for the uploading of presentation materials to the Seismic content management system
• Responsible for template migration, delivery and coordination of sales, investment and marketing presentations for a client-led project
• Data collection in preparation for the uploading of presentation materials to the Seismic content management system
Marketing, Content Management, Management, Sales, Content, Data collection, LED
2018 - 2019
job
Marketing Presentations Executive
BMO Global Asset Management.
• Responsible for creation, delivery and scheduling of all sales, investment and marketing presentations
• Understanding, enhancing and innovating the content where appropriate
• Assisting in the development and maintenance of a global presentation library, its core slides and graphics using PowerPoint, Excel, Adobe Illustrator and InDesign
• Ensuring content is accurate, compliant and on brand
• Data gathering from a variety of sources and quality control of all material for clients
• Understanding, enhancing and innovating the content where appropriate
• Assisting in the development and maintenance of a global presentation library, its core slides and graphics using PowerPoint, Excel, Adobe Illustrator and InDesign
• Ensuring content is accurate, compliant and on brand
• Data gathering from a variety of sources and quality control of all material for clients
Marketing, Adobe Illustrator, Excel, Powerpoint, Illustrator, Indesign, Sales, Content, Adobe, Development
2017 - 2017
temp
Temporary contract
T. ROWE PRICE.
Senior Presentation Specialist
• Responsible for the ownership, oversight, production, quality control and timely delivery of sales, client, and consultant pitchbooks and overviews for internationally managed strategies and product lines
• Production of materials utilizing InDesign, PowerPoint and content management systems, pulling data manually from a variety of sources
• Working within workflow and file retention processes to ensure accurate recordkeeping of document change process and archiving of electronic files in accordance with department and market regulations.
• Participating in projects/team initiative tasks as required
• Responsible for the ownership, oversight, production, quality control and timely delivery of sales, client, and consultant pitchbooks and overviews for internationally managed strategies and product lines
• Production of materials utilizing InDesign, PowerPoint and content management systems, pulling data manually from a variety of sources
• Working within workflow and file retention processes to ensure accurate recordkeeping of document change process and archiving of electronic files in accordance with department and market regulations.
• Participating in projects/team initiative tasks as required
Powerpoint, Indesign, Content Management, Management, Sales, Content, Workflow, Retention, Production, Processes
2013 - 2013
temp
Temporary contract
PA CONSULTING.
Client Relationship Management
• Responsible for completing CRM administration for major event plans within the marketing and communications department.
• Maintaining the CRM system and working with various teams within the firm on various stages of client communications.
• Responsible for completing CRM administration for major event plans within the marketing and communications department.
• Maintaining the CRM system and working with various teams within the firm on various stages of client communications.
Marketing, Administration, CRM, Event, Management
2013 - 2013
temp
Temporary contract
GUY CARPENTER.
Marketing & Communications
Provided support to the head of UK marketing and communications.
Event management and planning
• Synchronised budgets and resources
• Planned schedules, agendas and briefings - internal communications duties
• Maintained regular business contact with photographers and other external service providers
• Arranged site visits and was responsible for travel coordination and logistics
• Cooperated with publications and industry press in connection with industry awards ceremonies and round table meetings
• Provided and distributed materials to support events including seminar presentations, menus, delegate packs and agendas
Provided support to the head of UK marketing and communications.
Event management and planning
• Synchronised budgets and resources
• Planned schedules, agendas and briefings - internal communications duties
• Maintained regular business contact with photographers and other external service providers
• Arranged site visits and was responsible for travel coordination and logistics
• Cooperated with publications and industry press in connection with industry awards ceremonies and round table meetings
• Provided and distributed materials to support events including seminar presentations, menus, delegate packs and agendas
Marketing, Event, Management, Service, Support
2010 - 2012
job
Marketing Executive
RATHBONE BROTHERS PLC.
Reported to the head of communications. Provided support to the marketing function to deliver campaigns, marketing collateral, PR and event management. Also responsible for financial promotions monitoring and general marketing support to the investment managers and board members.
Generating, maintaining and providing support for the production of marketing literature and general collateral
• Created materials for various audiences, including private clients, financial advisers and charities
• Generated presentations, brochures, flyers, due diligence questionnaires (DDQs) and requests for proposals (RFPs)
• Produced content for economic and investment outlook bulletins and strategic asset allocation reviews, articles, features, newsletters, flyers, adverts and event invitations
• Conducted the management of print production to produce materials, including working with external designers and printers along with operations personnel
• Provided materials for other business areas including the research and performance teams (research documents, factsheets and workshop presentations)
• Attended meetings with investment managers and other stakeholders to establish delivery requirements, process and deadlines
• Responsible for proof-reading copy and obtaining all required approvals and supporting data to ensure compliance sign off of marketing materials
• Worked alongside compliance personnel to ensure contents of all marketing materials and advertising were correct, current and met all required regulations
• Responsible for the maintenance of stock levels as required, including removal of discontinued material and order renewals
Understanding the needs of existing clients and identify those with potential future growth: maximise client presence
• Involved in the brand strategy initiative, including brand awareness, improvements and client review programs
• Organised and attended workshops to review and revise core messages to existing clients and target markets
Content management
• Regularly utilised Microsoft Excel to maintain databases, spreadsheets of marketing plans and for analysis requirements
• Prepared material for the corporate website including news updates, biographies, literature library content and press releases
• Updated and edited intranet content, ensuring internal access to all relevant marketing materials and information
• Gathered research and other source materials to reflect any changes in corporate information and performance data
• Ensured the marketing department's database of promotional presentations and bank of due diligence answers contain current and correct content
Other responsibilities
• Provided support to the head of communications in website development plans, PR schedules, awards submissions and key media strategies
• Managed press calls and enquiries, arranged meetings with PR agencies
• Involved in the delivery event management plans, creating literature to support events such as symposiums, conferences and seminars for clients, professionals, and others in conjunction with partnerships, professional societies and sponsorships
• Collaborated with investor relations personnel, board members and investment teams to fulfil interview and article requests within tight deadlines and organise press briefings.
• Reported new business figures to the marketing director based on data gathered from proposals and pitches
• Undertook compliance monitoring of all financial promotions generated within the marketing department
• Worked alongside personnel to provide presentations and materials for educational and training plans and staff workshops
• Sustained external business communication with service providers and suppliers including photographers, designers, printers, venue event managers, catering firms, agencies and publications
Attended regular briefings and meetings with groups and committees covering:
• Marketing plans and projects
• PR, current media, advertising and new business opportunities
• Industry news, regulatory updates and the development of new services
Generating, maintaining and providing support for the production of marketing literature and general collateral
• Created materials for various audiences, including private clients, financial advisers and charities
• Generated presentations, brochures, flyers, due diligence questionnaires (DDQs) and requests for proposals (RFPs)
• Produced content for economic and investment outlook bulletins and strategic asset allocation reviews, articles, features, newsletters, flyers, adverts and event invitations
• Conducted the management of print production to produce materials, including working with external designers and printers along with operations personnel
• Provided materials for other business areas including the research and performance teams (research documents, factsheets and workshop presentations)
• Attended meetings with investment managers and other stakeholders to establish delivery requirements, process and deadlines
• Responsible for proof-reading copy and obtaining all required approvals and supporting data to ensure compliance sign off of marketing materials
• Worked alongside compliance personnel to ensure contents of all marketing materials and advertising were correct, current and met all required regulations
• Responsible for the maintenance of stock levels as required, including removal of discontinued material and order renewals
Understanding the needs of existing clients and identify those with potential future growth: maximise client presence
• Involved in the brand strategy initiative, including brand awareness, improvements and client review programs
• Organised and attended workshops to review and revise core messages to existing clients and target markets
Content management
• Regularly utilised Microsoft Excel to maintain databases, spreadsheets of marketing plans and for analysis requirements
• Prepared material for the corporate website including news updates, biographies, literature library content and press releases
• Updated and edited intranet content, ensuring internal access to all relevant marketing materials and information
• Gathered research and other source materials to reflect any changes in corporate information and performance data
• Ensured the marketing department's database of promotional presentations and bank of due diligence answers contain current and correct content
Other responsibilities
• Provided support to the head of communications in website development plans, PR schedules, awards submissions and key media strategies
• Managed press calls and enquiries, arranged meetings with PR agencies
• Involved in the delivery event management plans, creating literature to support events such as symposiums, conferences and seminars for clients, professionals, and others in conjunction with partnerships, professional societies and sponsorships
• Collaborated with investor relations personnel, board members and investment teams to fulfil interview and article requests within tight deadlines and organise press briefings.
• Reported new business figures to the marketing director based on data gathered from proposals and pitches
• Undertook compliance monitoring of all financial promotions generated within the marketing department
• Worked alongside personnel to provide presentations and materials for educational and training plans and staff workshops
• Sustained external business communication with service providers and suppliers including photographers, designers, printers, venue event managers, catering firms, agencies and publications
Attended regular briefings and meetings with groups and committees covering:
• Marketing plans and projects
• PR, current media, advertising and new business opportunities
• Industry news, regulatory updates and the development of new services
Service, Brand identity, Workshop, Production, Regulatory, Development, Monitoring, Support, Investor relations, Growth, Workshops, Compliance, Website, Content, Marketing, Due Diligence, Management, Pr, Event, Interview, Print, Database, Content Management, Training, Research, Operations, Advertising, Excel
2009 - 2009
temp
Temporary contract
THREADNEEDLE ASSET MANAGEMENT.
Presentation Writer
Reported to the head of investment communications within the marketing department
• Produced presentations for the distribution function and various areas within the company, maintained and developed the content of the presentations library and library system
• Created slides to outline current strategy and positions, based on an understanding of key portfolio themes and asset classes
• Provided guidance on presentation content, drawing upon market knowledge and familiarity with the slide library
• Completed monthly and quarterly updates of key slides reflecting fund performance and features
• Kept stakeholders informed of developments from the investment floor which have impacted content of the slide library
• Developed relationships with various departments within the company through which data can be sourced
• Provided input into the development of the corporate branding and style
Reported to the head of investment communications within the marketing department
• Produced presentations for the distribution function and various areas within the company, maintained and developed the content of the presentations library and library system
• Created slides to outline current strategy and positions, based on an understanding of key portfolio themes and asset classes
• Provided guidance on presentation content, drawing upon market knowledge and familiarity with the slide library
• Completed monthly and quarterly updates of key slides reflecting fund performance and features
• Kept stakeholders informed of developments from the investment floor which have impacted content of the slide library
• Developed relationships with various departments within the company through which data can be sourced
• Provided input into the development of the corporate branding and style
Marketing, Branding, Content, Development
1998 - 2001
job
Presentation Secretary
DRESDNER KLEINWORT.
1997 - 1998
job
DTP Operator
ING BARINGS.
Dtp
1996 - 1997
job
Business Development Secretary
WILLIS CORROON.
Business development, Development
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