Client Executive, Investments

3 weeks ago


City of London, United Kingdom LINK MARKET SERVICES LIMITED 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 Socialand 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 itselfon 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 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 investmentportfolios. 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 inboth 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 issuerswith 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 dedicatedindividuals across multiple teams and countries. There are countless opportunities to learn new skills and...



  • London, United Kingdom PSP Investments Full time

    EXPERIENCE THE EDGEAt PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work...


  • London, United Kingdom PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business...


  • London, United Kingdom Fisher Investments Full time €10,000

    Job Description The Opportunity: As a Danish Client Service Investment Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest...


  • London, United Kingdom Fisher Investments Full time €10,000

    Job Description The Opportunity: As a Danish Client Service Investment Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest...


  • London, United Kingdom Fisher Investments Full time

    Overview The Opportunity: As a Norwegian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee...


  • London, United Kingdom Fisher Investments Full time

    Overview The Opportunity: As a Danish Client Service Investment Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in...


  • City of London, Greater London, United Kingdom Delta Executive Search Full time

    Our client, a London based Family Office, is looking to onboard a Director of InvestmentThe successful candidate will develop and refine investment strategies as well as conduct comprehensive market research and analysisAdditionally, they will oversee the construction and management of investment portfolios, in which they will monitor portfolio performance,...


  • City of London, Greater London, United Kingdom Delta Executive Search Full time

    Our client, a London based Family Office, is looking to onboard a Director of InvestmentThe successful candidate will develop and refine investment strategies as well as conduct comprehensive market research and analysisAdditionally, they will oversee the construction and management of investment portfolios, in which they will monitor portfolio performance,...


  • London, United Kingdom Fisher Investments Full time

    Overview The Opportunity: As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee...


  • London, United Kingdom Fisher Investments Full time

    Overview The Opportunity: As a Spanish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee...


  • London, United Kingdom Fisher Investments Full time

    Overview The Opportunity: As a Dutch Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee...


  • City of London, United Kingdom Page Executive Full time

    About Our Client Our client is a prestigious international investment management firm with a long track record in London Job Description We seek an experienced and dynamic ESG Aware Fund of Alternative Funds Portfolio Manager (Director) to join our client's prestigious international investment management firm based in London.This role presents a unique...


  • City of London, United Kingdom Page Executive Full time

    About Our Client Our client is a prestigious international investment management firm with a long track record in London Job Description We seek an experienced and dynamic ESG Aware Fund of Alternative Funds Portfolio Manager (Director) to join our client's prestigious international investment management firm based in London.This role presents a unique...

  • Account Executive

    8 hours ago


    London, United Kingdom Fisher Investments Full time

    The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage...


  • City of London, Greater London, United Kingdom Page Executive Full time

    A small Investment Bank with aggressive growth plans, specialising in Emerging Markets. Lead the regulatory compliance program within the Investment Banking department. Fulfil the role of MLRO (SMF 17), ensuring regulatory requirements are adhered to. Implement and manage regulatory risk assessments and audits. Engage with regulators and internal...


  • City of London, Greater London, United Kingdom Page Executive Full time

    A small Investment Bank with aggressive growth plans, specialising in Emerging Markets. Lead the regulatory compliance program within the Investment Banking department. Fulfil the role of MLRO (SMF 17), ensuring regulatory requirements are adhered to. Implement and manage regulatory risk assessments and audits. Engage with regulators and internal...

  • Java Developer

    3 days ago


    City of London, United Kingdom Client Server Ltd. Full time

    **Java Developer / Software Engineer London / WFH to £110k+** Are you a skilled Java Developer with strong backend development experience? You could be progressing your career in a hands-on role at a global Investment Bank. As a Java Developer you will join the FX Options team responsible for the pricing and trading platforms. You'll be working with...

  • Account Executive

    2 days ago


    London, United Kingdom Fisher Investments Full time

    Overview The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You...


  • City of London, United Kingdom Page Executive Full time

    About Our Client A small Investment Bank with aggressive growth plans, specialising in Emerging Markets. Job DescriptionLead the regulatory compliance program within the Investment Banking department.Fulfil the role of MLRO (SMF 17), ensuring regulatory requirements are adhered to.Implement and manage regulatory risk assessments and audits.Be hands on and a...


  • London, United Kingdom Growth Investments Full time

    **Are you a skilled negotiator with a passion for finance and a knack for building successful business relationships? We seek a talented and driven individual to join our team as a Junior Broker. As a Broker, you will play a crucial role in connecting buyers and sellers, facilitating transactions, and providing insightful financial guidance to our clients....