eFinancialCareers
Job Location :
London, UK
Posted on :
11/11/2024 - Valid Till :
04/01/2025
Job Description :
Responsibilities:
- Gaining a deep understanding of the firm’s investment strategies, portfolios, and processes in order to optimise the client experience whilst also promoting the businesses vision for long-term sustainable capitalism.
- Opportunity to attend and host client meetings and observe internal research discussions.
- Developing a thorough understanding of each investor type and their needs, in order to optimise effective client engagement and interaction.
- Participating in the production of RFP’s/DDQ’s, content management, updating marketing materials on a regular basis as well as the preparation of bespoke presentations.
- Manage communication distributions via Salesforce and managing databases linked to the Client Team.
- Over time, providing nuanced responses to client-specific due diligence, performance and attribution data requests as well as hoc client requests, prospect research and in-depth due diligence requests.
Requirements:
- Appropriate qualification and/or proven professional experience in investment management, consulting services, or private wealth management ideally within a client service or control/operational function.
- Advanced MS office skills and experience of a CRM system such as Salesforce would be beneficial.
- Knowledge of financial markets, particularly public equity and private equity.
- Have a passion for sustainability, particularly as it relates to investment management and the capital markets.
- Strong reading and writing skills, being able to craft bespoke responses to questions regarding all of the firm’s business areas.
- Process orientated with a problem-solving attitude and eye for process improvements.
- Manage workload effectively to balance proactive and reactive requests.
Salary :
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