Manager of the TCW, MetWest, and TCW Alternative Fund Families

Presentation Coordinator, Fixed Income

  • Competitive
  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • 05 Jun 18

The Presentation Coordinator works closely with the Senior Presentation Coordinator as well as portfolio managers in the Fixed Income Group to oversee the production of all customized presentation materials for the group. This position sits on the trading floor and plays a key role in liaising between senior investment personnel, communications coordinators, data providers, and marketing/client relationship managers for the production of these materials.

Overview

The Presentation Coordinator works closely with the Senior Presentation Coordinator as well as portfolio managers in the Fixed Income Group to oversee the production of all customized presentation materials for the group.  This position sits on the trading floor and plays a key role in liaising between senior investment personnel, communications coordinators, data providers, and marketing/client relationship managers for the production of these materials.

The ideal candidate will be a team player, someone who can take directions, but is also proactive in seeking out solutions for potential problems and will, if necessary, insert themselves into any administrative responsibilities that come up. The position requires interface with internal staff at all levels and external parties with a high level of professionalism and adherence to confidentiality.  A basic understanding of the investment management industry is desirable.

Responsibilities

  • Assist with the production of high-volume, customized presentation materials for all U.S. Fixed Income Group portfolio managers
  • Liaise between senior investment personnel, communications coordinators, data providers and marketing/client relationship managers to coordinate appropriate materials
  • Acts as a control point to vet marketing/sales requests for Portfolio Management meetings/calls with clients and prospects
  • Manage Fixed Income SharePoint calendar for Generalist/Specialist Portfolio Management team
  • Manage workflow process in line with business priorities to meet production/distribution deadlines
  • Implement processes as necessary for smooth execution of client/prospect events
  • Coordinate with communications and marketing/sales teams on various roadshows and special venue events
  • Provide guidance on content for finals presentations and customized materials for portfolio management teams
  • Consult/review for communications team on various international materials for sub-advised Fixed Income products
  • Coordinate due diligence meetings for USFI Investment teams
  • Oversee quarterly and other periodic data updates and content management of marketing materials for all U.S. Fixed Income products
  • Complete final review and signoff for presentation materials including proofing draft presentations and reviews with Portfolio Management
  • Provide backup coverage for other administrative assistants in the group as well as the Trade Room Assistant during breaks and vacations. (This will require flexibility to begin work at 5:30am a few weeks a year.)  Duties include but are not limited to: answering broker direct telephones and coordinating and disseminating online Morning reports and handling travel requests and expense reports

Minimum Qualifications

  • Bachelor’s Degree from an accredited college or university
  • 1-2 years of experience working in financial services, preferably in fixed income asset management
  • High attention to detail and excellent organizational skills
  • Excellent verbal and written communications skills
  • Ability to work with senior management as well as all levels of staff
  • Ability to prioritize multiple critical tasks that are deadline-driven and highly sensitive
  • Demonstrated creative problem-solving skills
  • Highly collaborative, flexible, and open to receiving feedback

About TCW

TCW was named Best Places to Work by Pension & Investments for the third year in a row.

TCW is a leading global asset management firm with more than four decades of investment experience and a broad range of products across fixed income, equities, emerging markets and alternative investments. Through the MetWest and TCW Fund Families, TCW manages one of the largest mutual fund complexes in the U.S. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. As of June 30, 2017, TCW had total assets under management of $196.9 billion. TCW is headquartered in
Los Angeles, and has offices in New York, Boston, Chicago, London, Hong Kong, and Tokyo.

TCW is an Equal Opportunity Employer. Please visit www.tcw.com for more information.

Los Angeles, CA, USA Los Angeles CA US