Presentation Team Member Responsibilities and Duties

Update and deliver presentations monthly and quarterly.

Understand financial data, statistics and financial terminologies.

Communicate with Investor Relationship Managers, Investment Analysis, Compliance and financial specialists.

Deliver material exhibiting high attention to detail.

Manage and improve productive client working relationships.

Deliver and evaluate own work.

Manage clear request and archive records.

Assist team to achieve outputs.

Maintain own excellence standards.

Contribute to system, product and service improvement.

Disseminate high quality presentations to assist business areas across Standard Life Investments.

Reply to queries and requests for information effectively.

Assist project work to enhance presentation team’s standards and efficiency.

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