Career Story: Graphic Designer For An Investment Firm

Graphic Designer For An Investment Firm

Job Title: Graphic Designer

Type of Company: My company sells mutual funds.

Education: BS, Industrial Design

Previous Experience: I worked as junior designer at a graphic design firm.

Job Tasks: I produce marketing materials for sales people to use in meetings where they sell mutual funds to new clients. I also produce materials that relationship managers use to review portfolios of existing clients. These materials can be fact sheets, hard copy presentations (25-75 page booklets), or on-screen presentations (using PowerPoint). There is a steady stream of presentations and fact sheets to be produced; numbers in the reports need to be updated on a quarterly basis (four times a year) and clients can request meetings on a regular basis.

I use a variety of computer programs, the majority are on a Macintosh computer, including Quark Xpress, Adobe InDesign, Adobe Acrobat, Photoshop, Illustrator, Microsoft Word, Excel, and PowerPoint. I work closely with the sales people and relationship managers to customize each presentation to their needs. It could be as simple as updating number on a chart or graph - to creating new pages to describe how the client's money is invested in different companies.

Best and Worst Parts of the Job: The best part of the job is working with a variety of people and having a new project to work on each day. It can be fast-paced and hectic at times, but it can also be creative and it's extremely rewarding, for example, to design a new exhibit to explain a concept to a prospect or client. Fact sheets can be repetitive work, but the work on them is offset by longer and more involved presentations.

Job Tips:
1. Be familiar with a variety of computer programs, both on the Macintosh and PC. I use a page layout program (Quark Xpress) on a Macintosh computer 80% of my day. But other companies may use PCs.

2. You must be detail-oriented, making sure that numbers are aligned, layouts are consistent from page to page, and words spelled correctly.

3. Staying organized is key to juggling multiple projects.

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