In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Developing direct relationships with investment consultants to further the strategic objectives of the team and business.
Contributing to sales activity by co-ordinating meetings, and preparing meeting packs for consultant operational, firm-wide or product-specific meetings and new business pitches, ensuring excellent meeting hygiene including prep and follow ups completed.
Regular co-ordination and completion of consultant data requests as a primary objective of the role – this will include operational due diligence questionnaires, and completion and maintenance of consultant and industry databases.
Developing and maintaining knowledge of the current investment market, economic issues and business views, enabling you to discuss solutions with clients and consultants.
Client Service or Sales Support experience within the investment management industry.
Knowledge and experience in building relationships with institutional clients such as Pension Funds and Insurers.
Demonstrate a knowledge and passion for investments. Including but not limited to Fixed Income dervatives and Multi Asset.