Client Executive, Investments

2 weeks ago


London, United Kingdom Link Group Full time

**Overview**
As a **Client Executive **with the Credit & Investment Team, you will join a team providing proactive investment advice to clients, including conducting research on new products that come to market with themes such as the Environment and Social and Governance (ESG). In addition, we provide an Agency Treasury Service (ATS), which allows clients to place various deposits through us with our range of panel banks.

You will join as a junior member of the team, working to provide a range of reports, economic commentaries and presentations, as well as historic and live market data to the wider team and our clients.

This is a great role, enabling you to learn, grow and develop personally within a supportive team who are willing to teach you on the job, enabling you to expand your knowledge within financial markets in a progressive, market leading company that prides itself on offering investment in personal development.

This role will be a blend of both working from home and from our London based office, so **you do need to be within commuting distance of Gresham Street.**

**What you’ll be doing**:

- Updating the weekly ATS rate sheet, inputting the rates received by our panel banks for distribution to clients
- Composing daily and weekly commentaries, which review major economic events and market activity, for distribution to clients
- Producing monthly fund monitoring reports for distribution to the wider Treasury team whilst liaising with Client Relationship Mangers and Client Executives to ensure reports remain relevant and informative
- Checking ATS deals placed to ensure processes have been followed correctly, the correct information has been saved for auditing purposes and all figures reconcile
- Producing client deal confirmations for both daily deals placed and monthly accrued interest statements
- Attending seminars, which include sessions from market-leading experts such as Capital Economics to gain a greater understanding of current market conditions and forecasts

**What we’re looking for**:

- An **enthusiastic go-getter **with an **interest in Financial Markets **looking to start their career within a supportive investment team
- A realist with an understanding that there are repetitive tasks within a role, but with the enthusiasm to undertake anything that is assigned to them
- An enquiring individual, with an **inquisitive mind **who can question processes and ask how we can make things more streamlined
- The energy, passion and **eagerness to succeed**:

- A **team player **who can work under direction or motivate themselves to work on their own
- Excellent **attention to detail **, with great planning and organisational skills
- Great listening skills, with the ability to **take on board feedback and training from a well established team**

**About Link Group / Corporate Markets / The Team**:
As part of Link Group, our Link Treasury Services Team are the leading treasury management adviser to the public sector. We are retained by over 350 public service organisations to give advice on the proactive management of their debt and investment portfolios. We also offer a range of technical financial and accounting advice, together with financial and general consultancy, and asset financing advice.

Link Group works in partnership internationally with almost 7,000 clients including asset managers and investors, business managers, asset owners, trustees, issuers and borrowers. We provide the infrastructure through which assets are secured or deployed in both regulated and unregulated markets.

We offer industry-leading shareholder services through Link Market Services to a wide range of corporates, issuers and business managers. We are the largest UK share registrar providing services to more than 1,300 companies large and small across the UK.

We administer share plans for over 200 clients and have worked on more than 50% of UK IPOs since 2005. Our unique place in the market, combined with our partnership and relationship management approach, enables us to play a vital role in connecting issuers with 5 million shareholders around the world.

**What’s in it for you?**
- A very competitive basic salary plus benefits.
- 23 days’ holiday to start, (rising to 25) plus Bank Holidays, with the opportunity to buy extra leave.
- Company matched pension scheme, life assurance, a cycle2work scheme, fully paid maternity, adoption and shared parental leave, paternity pay of two weeks and plenty more.
- Voluntary benefits designed to suit your lifestyle - from discounts on retail and socialising, to health & wellbeing, travel and technology.
- The possibility of working from home, flexible working or working part-time options are available.
- You’ll get the chance to follow your chosen career path anywhere in Link Group. You’ll be joining a network of 7,000 experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn ne



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