Client Relationship Specialist- FSG

4 weeks ago

London, United Kingdom ROBERT W. BAIRD & CO. INCORPORATED Full time

Position: Client Relationship Specialist
Division: Global Investment Banking
Location: London
Reports to: Head of European Investment Banking, Investment Banker – Managing Director, Senior Client Relationship Specialist (Europe)

Key Tasks:

Business Development Tasks:

  • Acting in a business development capacity to facilitate relationships with private equity clients including attending meetings, following up on communications around acquisition targets, equity research pieces and Baird conferences

  • Idea generation – to continuously review and improve how GIB can add value for our sponsor clients through our BD and marketing practices

  • Maintenance and development of pipeline documents cross sector and geography

  • Proactively develop and prepare in-depth, analytical marketing materials, with minimal supervision, including research reports and tailored pipeline documents for origination purposes when meeting with PE firms

  • In conjunction with the M&A Research effort, supporting the creation of PE focused thought leadership content and reports including half yearly activity reports and the marketing of that content

  • Support new business generation by reviewing sponsor coverage to identify transaction opportunities e.g. lower tier sponsors who we could be spending more time with and creating thematic pieces to get in front of client clusters

  • Active research on client portfolios, movements of assets between portfolios and senior stakeholders within private equity firms (using Pitchbook, MM, unquote etc.)

CRS Tasks

  • Maintenance of sponsor related databases, including Salesforce

  • Preparation of information packages to be utilised during client meetings

  • Support the investment banking teams throughout the marketing and pitch process by providing information to support the initial drafts of pitch and marketing materials, in particular sponsor profiles, for the FSG banker and industry teams to review

  • Maintenance and tracking / following up on targets, internally and externally

  • Marketing / conference reach out on behalf of the FSG MDs.

Key competencies and skills:

Business Competencies

  • Pursuit of excellence

  • Customer awareness

  • Contribution to corporate success

  • Supports compliance culture

Personal Skills

  • Excellent verbal and written communication skills

  • Strong client service skills

  • Strong attention to detail

  • Excellent organisational skills

  • Ability to thrive within a dynamic and challenging environment

  • Effective time management skills

IT Skills

  • Advance MS Office

Qualifications/Experience

  • Educated to degree level

  • Some previous experience in a financial services or professional services organisation

  • Good knowledge of financial accounting and databases, preferably Salesforce

During your employment, you must comply with the FCA rules and guidance including but not limited to the FCA’s Conduct Rules.

#DI

#LI-TA1

#J-18808-Ljbffr

  • Client Relationship Specialist- FSG

    1 month ago

    London, United Kingdom Baird Full time

    Position: Client Relationship Specialist Division: Global Investment Banking Location: London Reports to: Head of European Investment Banking, Investment Banker – Managing Director, Senior Client Relationship Specialist (Europe) Key Tasks: Business Development Tasks: Acting in a business development capacity to facilitate relationships with...

  • Fsg- Client Relationship Data Specialist

    2 days ago

    London, United Kingdom Robert W. Baird Full time

    Position: Client Relationship Data Specialist - Division: Global Investment Banking - Location: London - Reports to: Head of European Investment Banking, Investment Banker - Managing Director, Senior Client Relationship Specialist (Europe) - Key tasks: - Support the Senior Client Relationship Specialist by undertaking the following tasks and...

  • FSG- Client Relationship Data Specialist

    3 weeks ago

    London, United Kingdom Baird Full time

    Position: Client Relationship Data Specialist Division: Global Investment Banking Location: London Reports to: Head of European Investment Banking, Investment Banker – Managing Director, Senior Client Relationship Specialist (Europe) Key tasks: Support the Senior Client Relationship Specialist by undertaking the following tasks and responsibilities: -...

  • Client Relationship Specialist – Investment Banking

    3 weeks ago

    London, United Kingdom Baird Full time

    Client Relationship Specialist – Investment Banking (FSG Business Development) We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and deal support between Global Investment Banking’s industry and product...

  • Head of Clients Fsg

    2 months ago

    London, United Kingdom Aon Full time

    **Job Description**: **Head Of Clients FSG**: **We’re hiring!** - Aon are currently recruiting a Head of FSG to join our team in London/ Hybrid. The Head of FSG will be primarily responsible for to lead and run change across FSG, increasing engagement and driving a culture of continuous improvement and to ensure that the business operates in such a way as...

  • Head of Fsg

    1 week ago

    London, United Kingdom Aon Corporation Full time

    Posting Description: **Head of FSG**: **We’re hiring!** Aon are currently recruiting a Head of FSG to join our team in London/ Hybrid. The Head of FSG will be primarily responsible for to lead and run change across FSG, increasing engagement and driving a culture of continuous improvement and to ensure that the business operates in such a way as to align...

  • Head of Fsg

    1 week ago

    London, United Kingdom Aon Full time

    We’re hiring! Aon are currently recruiting a Head of FSG to join our team in London/ Hybrid. The Head of FSG will be primarily responsible for to lead and run change across FSG, increasing engagement and driving a culture of continuous improvement and to ensure that the business operates in such a way as to align with Aon UK Ltd. policies and to follow...

  • Client Relationship Data Specialist

    3 weeks ago

    London, United Kingdom Robert W. Baird Full time

    Position: Client Relationship Data Specialist Division: Global Investment Banking Location: London Reports to: Head of European Investment Banking, Investment Banker - Managing Director, Senior Client Relationship Specialist (Europe) **Key Tasks**: Business Development Tasks: - Acting in a business development capacity to facilitate relationships with...

  • FSG Data Specialist, Multinational Investment Bank, London, UK | London, UK

    3 weeks ago

    London, United Kingdom PER, Private Equity Recruitment Full time

    FSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...

  • FSG Data Specialist, Multinational Investment Bank, London, UK | London, UK

    2 weeks ago

    London, United Kingdom PER, Private Equity Recruitment Full time

    FSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...

  • FSG Data Specialist, Multinational Investment Bank, London, UK | London, UK

    2 weeks ago

    London, United Kingdom PER, Private Equity Recruitment Full time

    FSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...

  • FSG Data Specialist, Multinational Investment Bank, London, UK | London, UK

    2 weeks ago

    London, United Kingdom PER, Private Equity Recruitment Full time

    FSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...

  • FSG Data Specialist, Multinational Investment Bank, London, UK | London, UK

    3 days ago

    London, United Kingdom PER, Private Equity Recruitment Full time

    FSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...

  • FSG Data Specialist, Multinational Investment Bank, London, UK

    3 weeks ago

    London, UK, United Kingdom PER, Private Equity Recruitment Full time

    About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role will work across private equity data processing and data migrations as well as performance statistics and working closely with...

  • FSG Data Specialist, Multinational Investment Bank, London, UK

    3 weeks ago

    London, United Kingdom PER, Private Equity Recruitment Full time

    About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role will work across private equity data processing and data migrations as well as performance statistics and working closely with...

  • FSG Data Specialist, Multinational Investment Bank, London, UK

    3 weeks ago

    London, United Kingdom PER, Private Equity Recruitment Full time

    About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role will work across private equity data processing and data migrations as well as performance statistics and working closely with...

  • FSG Data Specialist, Multinational Investment Bank, London, UK

    4 days ago

    London, United Kingdom PER, Private Equity Recruitment Full time

    About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role will work across private equity data processing and data migrations as well as performance statistics and working closely with...

  • Associate / Director, FSG - FX Sales

    1 week ago

    London, United Kingdom Canadian Imperial Bank of Commerce Full time

    Associate / Director, FSG – FX Sales page is loaded Associate / Director, FSG – FX Sales Apply locations Hong Kong, HKG time type Full time posted on Posted 16 Days Ago job requisition id 2411797 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for...

  • Associate / Director, FSG - FX Sales

    1 week ago

    London, United Kingdom Canadian Imperial Bank of Commerce Full time

    Associate / Director, FSG – FX Sales page is loaded Associate / Director, FSG – FX Sales Apply locations Hong Kong, HKG time type Full time posted on Posted 16 Days Ago job requisition id 2411797 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for...

  • Associate / Director, FSG - FX Sales

    7 days ago

    London, United Kingdom Canadian Imperial Bank of Commerce Full time

    Associate / Director, FSG – FX Sales page is loaded Associate / Director, FSG – FX Sales Apply locations Hong Kong, HKG time type Full time posted on Posted 16 Days Ago job requisition id 2411797 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right...