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To provide a full support service for Client Services.
To actively participate in the completion of client and marketing communications, consultant databases, RFPs and presentations.
To work closely with the Head of Institutional Clients, coordinate meetings and follow-ups, conduct market analysis, create management information and prepare portfolio information for use in client update meetings.
To provide ad hoc support to the Marketing Manager and wider team.
Role and Responsibilities
Sales: be a primary point of contact, provide full administrative support including researching prospects and timely responses to ad hoc client queries.
Fund Platforms and Data Providers: assist in developing a close working relationship with the platforms and providers, and gain a clear understanding of their requirements.
Consultant databases: systematically update all consultant databases with the necessary compliant, accurate and timely information.
RFPs: ensure the accurate and timely completion of RFPs. Identify and manage requirements within the RFP that involve other parts of the business. Where required, source new information and ensure the bank of RFP responses is updated.
External communications: help in the production of compliant client communications, fund factsheets and the distribution of fund data to meet deadlines.
Salesforce: take responsibility for the timely update and ongoing maintenance of Salesforce, our CRM system. Promote its use within the team.
Meetings: proactively monitor the upcoming meeting schedule, coordinate preparatory work and follow-ups, and support opportunity specific requirements.
Marketing Analysis: conduct detailed competitor, prospect and marketing analysis, including monitoring client / prospect activity in our target markets and the performance of our key competitors.
Management information: provide quarterly and annual reviews of client and marketing activity, including number of meetings, PM time spent on marketing, success rate in pitches etc.
Portfolio information: collate portfolio and market information to support the Head of Institutional Clients in communicating with investors.
Contribute to and suggest initiatives to improve the sales, client service and marketing processes.
Ad hoc projects: support the team with ad hoc client and marketing projects.
Skills and Experience
Working knowledge of MS Excel, Word and PowerPoint
Experience of Salesforce would be an advantage but is not a requirement
Understanding of equity markets and strategies
High level of attention to detail
High level of literacy
Good communicator face-to-face and on the telephone
Able to prioritise and manage multiple deadlines
Able to get on with others and be a team player
1+ years of relevant industry experience
Preferably degree level educated
IMC or CFA Level 1
Organised, calm under pressure, thick skinned
Internal Number: 4435242
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