Client Relationship Data Specialist

4 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 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 mínimal 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
- Client awareness
- Contribution to corporate success
- Supports compliance culture

Personal Skills- Strong client service skills
- Capable of producing accurate work
- Excellent organisation and administrative skills
- Excellent telephone manner
- Committed team member, reliable and trust worthy
- Confident self-starter
- Ability to thrive within a dynamic and changing environment
- Effective time management skills

IT Skills- Good working knowledge of MS Office and various search engines

During your employment, you must comply with the FCA rules and guidance including but not limited to the FCA’s Conduct Rules.
- Professional Experience: Some administrative experience, preferably within Investment Banking or a similar fast moving/ deadline driven environment.#LI-TA1

**Commitment to Inclusion & Diversity**

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

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