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Puma Investments is part of the Shore Capital Group, an AIM listed, investment banking group with a 30+ year history of successfully focussing on equity capital market activities, asset management and principal finance. We have offices in London, Edinburgh, Liverpool, Guernsey and Berlin. We manage over £900m across a variety of funds.
Puma Investments is a fund manager with a strong track record in:
Growth Capital for UK SMEs;
We raise our funds from a variety of sources including wealth managers and IFAs from the very large (eg SJP, Barclays Wealth, Cazenove) through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with platforms (including Standard Life, Ascentric and Transact).
In particular, historically we have focussed on tax-efficient investments including Venture Capital Trusts ("VCTs"), Enterprise Investment Scheme ("EIS") and Business Property Relief ("BPR") qualifying offers. Indeed, we are proud to have been recognised and awarded for our various offers, most recently having won Tax-Efficient Group of the Year(Investment Week, 2017) and Best AIM Investment Manager for the last two consecutive years (Growth Investor Awards, 2016, 2017). In addition, we consistently receive commendable independent reviews for our VCT, EIS and IHT offerings by leading industry commentators such as Tax Efficient Review and Allenbridge.
Our Business Development team's approach is to assist advisers in helping their clients. We therefore take seriously the importance of understanding our markets and our products.
A business in growth mode
Puma Investments has grown significantly over the last 5 years.
We are now c.60 people across the full suite of functions. In addition, we benefit from being part of a larger Group able to draw on the substantial resource, brand and infrastructure of our parent, Shore Capital.
We have invested significantly in our Business Development Team in particular over the last 24 months with a view to increasing our geographic reach and consequently expand our presence within the market place.
We now employ eight field-based Business Development Managers ("BDMs") and an internal sales team of three office-based people ("BDAs") led by an experienced Head of Internal Sales. This expanded network of BDMs leverages our UK offices in London, Liverpool and Edinburgh to provide national coverage.
In the last 12 months we have also established a dedicated client services team of three people to compliment a head of strategic partnerships, sales support staff and the marketing team of three.
As such, it is an exceptionally exciting time for our business: combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success.
Who we are
The team at Puma are bright, ambitious and passionate about what we do. Our non-hierarchical and meritocratic approach results in a close-knit team with a unified goal. We believe that success is produced by and belongs to all.
Our culture is dynamic, transparent and (....dare we say it) fun.
In addition, while it is a given that rewards are highly competitive and based on performance, we also believe in benefits that reward you in a more rounded way; as an example, our team get their birthdays off and personal development grants (for sushi making classes, photography, golf lessons and any interests you have that make you, you). We also take our responsibilities seriously, actively fundraising for our chosen charity of the year through a variety of activities.
An exciting role has arisen for a bright, hungry and committed individual to join as a Business Development Associate within the Business Development Team.
This is a key role in which you will work in tandem with outbound sales managers with the remit of maintaining excellent client services for our intermediary and direct investor community as well as maximising revenues for defined regions within the UK. You will act as a first line internal liaison person for our day-to-day advisor relationships as well as dealing with queries that arise.
The role will report into the Head of Internal Sales and will support a small number of Business Development Managers (BDM) who are involved in ongoing fundraising for our offerings.
This is an exciting time to join Puma Investments as we enter the next phase of our growth. The Business Development Associate role is an important one for the business, offering the potential to make a name for yourself and forge out a promising career at this fast-growing boutique asset manager.
The role will require excellent client relationship management skills, attention to detail and a meticulous approach to work. Responsibilities include:
Working closely with the BDMs, offering ongoing support and management to our clients (current and prospective)
Liaising with internal and external parties to ensure effective communication relating to inbound contact, requests for literature and investor information as well as any other communications including: processing investor application forms; mailouts and certificates etc.
Handling telephone queries from financial intermediaries and investors and actioning as appropriate
Responsibility for helping to increase fundraising through proactive measures such as cold calling to arrange meetings and any initiatives agreed with the Business Development Director
Attending roadshows and events alongside the BDM and acting as an ambassador for the Puma Investments business
Working closely with the nascent Client Services function and Marketing team to effectively support the BDM's
Supporting the Business Development team with any client relations tasks as appropriate
Being part of the Puma Investments team, there will be an opportunity to contribute to the wider business development process as well as to the activities of the team.
Good academic record
1-3 years prior experience with exceptional interpersonal skills
The drive and attitude to excel in a sales based environment whilst maintaining the high levels of client services and integrity that are present within the business
Previous experience of a relevant CRM system as well as good organisational skills
Sound commercial common sense
Inquisitive, keen to understand 'why?'
Adaptable and willing to get stuck in to whatever needs doing