Investor Relations

2 months ago


London, UK, United Kingdom Leverton Search Full time


Key responsibilities and duties include:

  • Design and production of key sales material
  • Investment writing in regards to RFPs and other ad hoc queries
  • Support business development throughout the sales process e.g. planning and organization of meeting materials and subsequent follow up as needed
  • Oversight and maintenance of CRM systems
  • Consolidate prospect and client feedback
  • Help coordinate institutional marketing meetings, including briefing information, presentation materials etc
  • Assisting in the production and oversight of client pitches, fund newsletters, factsheets and other client communication
  • Coordination and facilitation of various client communication channels
  • Preparation and sign off of supporting materials for relationship managers and fund managers


Necessary qualifications and competencies:

  • Minimum one year of experience in asset management. Ideally within a client service or investor relations type role.
  • RFP experience advantageous
  • Experience of using Salesforce (CRM)
  • Enthusiasm, positive work ethic, dynamic and an entrepreneurial attitude would fit in well
  • Ideally immediately available or a short notice period as it is a long-term FTC.

At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.

Unfortunately, due to the large number of applications for this role, we may not be able to contact you if you don’t fit the role.



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