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Presentation / Production Specialist

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Our large financial services client located in the Back Bay is looking for a Presentations / Production Specialist for a contract position starting at the end of May and lasting through the end of the year. As a key member of the production team, the Specialist participates in creating and updating presentation materials for a broad range of sales, consultant, and relationship management clients' on a global basis.


1. Work with Global Investment team members to update, revise, reformat, and proofread quarterly reports, presentations, fact sheets, sales brochures and other client and marketing deliverables. May be produced in multiple syntax and currencies for global distribution. Deliver and upload PDF’s, and manage electronic and hardcopy files.

2. Performs copy/document edits using Quark and/or Deltagraph on a Macintosh platform.

3. Interact with a variety of groups across the company, including Marketing Communications, Relationship Management, Sales, and Product Management.

4. Ensures materials are timely, available and deadlines are met.

5. Prioritizes multiple projects/deliverables with competing deadlines on a daily basis.

6. Deliverables include: presentations, fact sheets, sales brochures, etc.


1. Proficient on Macintosh OS and Quark software and financial services experience a MUST. Familiarity using Deltagraph or other charting tools preferred.

2. Strong attention to detail and ability to self proof.

3. Some PC experience/familiarity is required (Word, Excel, Adobe Acrobat, Outlook).

4. Familiarity with databases and associated workflows a plus.

5. Willingness to learn, attention to detail, and the ability to stay organized in a fast-paced, deadline driven environment preferred.

6. Strong communication and interpersonal skills.

7. Able to work collaboratively and independently.

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