Institutional Client Services Technical Analyst

3 weeks ago


London, Greater London, United Kingdom Bruin Full time
Position Overview

Bruin is a distinguished investment management firm seeking to expand its relationship management division. We are currently in search of a Institutional Client Services Technical Analyst to enhance our team.

In this role, you will report to a dedicated group of relationship managers and collaborate closely with the broader investment management team. Your responsibilities will include:

  • Addressing clients' daily inquiries and providing thorough investigations and responses to both internal and external questions regarding portfolio or fund-specific details, as well as compliance matters.
  • Facilitating essential client communications concerning portfolio attributes, associated risks, returns, and market insights.
  • Supporting the development of presentations, reports, and marketing collateral for current clients, potential clients, and consultants for internal use.
  • Coordinating with both internal and external parties during the onboarding of new accounts, managing transitions, and restructuring accounts.
  • Engaging in client meetings and conference discussions.
  • Contributing to sales initiatives and business development activities.

The ideal candidate for the Institutional Client Services Technical Analyst position will possess the following qualifications:

  • 1-3 years of relevant experience or a recent graduate.
  • A minimum of a 2:1 degree (or equivalent) is required.
  • A CFA designation or a commitment to pursue the CFA is essential.
  • Proficiency in prioritizing tasks, managing deadlines, and delivering exceptional service under pressure.
  • Familiarity with the investment market is advantageous, along with a background in operations and technology.
  • Excellent verbal and written communication skills, as well as proficiency in Excel. Knowledge of SQL or Visual Basic is a plus.

This role presents a remarkable opportunity for a Institutional Client Services Technical Analyst seeking to advance their career within a leading Global Investment Management Firm.



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