Investor Relations Apprentice
2 weeks ago
Fulcrum Asset Management are looking for a highly capable and energetic person to join the Investor Relations Team. You will be involved in supporting the team who produce, coordinate and distribute reports that are shared internally and externally.
**A typical day**
- Producing/ Updating monthly & quarterly funds’ marketing collateral (presentations and factsheets)
- Fund specific reporting including board reports on an annual and quarterly basis
- Supporting the team coordinate responses to firm specific fund due diligence questionnaires for prospective and current investors
- Coordination of responses in compiling Audit reports
- Maintenance of Operational Due Diligence documents
- Maintenance of their internal marketing document for the Sales team
- You will also be responsible for updating data on various sites:
- Documents/information on Fulcrum Website
- Monthly updates on external Websites
- Monthly fund updates onto Consultant databases
- Arrange for listing of new funds /share classes on Bloomberg and other data providers
- As you build your understanding in the role you will have oversight and management of the client service inbox and Involvement in & maintenance of information on third party software.
**You must have**
- GCSE English & Maths 4-9 (C-A*) or equivalent
**Skills needed**
Communication
Initiative
Organisation
- You will be able to demonstrate good capability and confidence in numerical skills
- You have an Interest in data
- You will be a self-starter and show initiative
- You are able to organise yourself well, and be adaptable when needed
- You will have experience in using Excel and PowerPoint
- You like working within a team environment
- You have a strong attention to detail
**Perks and benefits**
Amazing location
Bike to work scheme
Bonus
Health cover
Multiverse Community Hub
Multiverse community
Pension
Showers on-site
Social events
Volunteering
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