Client Operations Associate
3 days ago
We are seeking a highly skilled and detail-oriented Client Team Associate to join a dynamic, sustainability focused team in London. This role offers an exciting opportunity to lead the RFP process and work with a leading investment management firm, supporting client service and fundraising efforts with a focus on client operations.
Key Responsibilities:
- Lead and structure RFP and DDQ processes using Qvidian database system
- Spearhead standardisation of RFPs/DDQs and manage AI integration project
- Prepare nuanced responses to client and consultant queries, including due diligence, performance, and attribution data requests
- Assist with ad hoc client-related projects, including in-depth due diligence, legal and compliance requirements, and operational changes
- Update standard marketing materials and coordinate with colleagues as needed
- Support team's use of Salesforce and projects to maximise platform usage
- Manage mailout processes via Salesforce
What We're Looking For:
- Strong analytical and writing skills with attention to detail
- Prior RFP Experience is essential
- Experience in investment management, client services, or related field
- Proficiency in database systems, particularly Qvidian and Salesforce
- Ability to work effectively in a cross-functional, international team
- Knowledge of investment strategies and processes (public and private markets)
- Excellent time management and prioritisation skills
- Collaborative team player with a passion for sustainability in investment management
If you're passionate about sustainable Investment Management, have a keen eye for detail, and thrive in a fast-paced environment, we want to hear from you.
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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