FSG- Client Relationship Data Specialist
4 weeks ago
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:
Support the Senior Client Relationship Specialist by undertaking the following tasks and responsibilities:
- Daily private equity data processing within internal databases/CRM from information available from Global Investment Banking reports, resources or outside data platforms e.g. Cap IQ, private equity websites etc.
- Updating databases based on senior banker(s) information gathered from the Financial Sponsor Group weekly conference call, senior bankers’ meeting notes, and communication summary reports from the internal contact management system
- Making general updates to the sponsor database and CRM including:
o Adding sponsor investment and sector/subsector criteria
o Updating sponsor contact information, such as inputting correct contact type classifications and detailed information about relationships e.g. updating board memberships
o Updating sponsor portfolio company information such as financial performance details, business description and priority status
- Updating FSG Buyer Strips Database with sponsor commentary used in pitches in MS Excel and PowerPoint
- Assisting with the update and clean-up of FSG banker-specific reports, including call activity reports, coverage reports, opportunity tracking and other report revisions
- Assisting with the regular/mass data clean-up of sponsor investment criteria and contact information
- Assisting with the migration of data from excel/word databases and reports into Salesforce
- Coordinating with senior bankers to provide information or facilitate requests regarding sponsors
- Regularly communicating with others in the Global Investment Banking team to request/confirm information for databases, reports or CRMs
- Assisting with the research of private equity firms or space, and entry of information into internal databases/CRM
- Assisting with regular requests from project deal teams on sponsor buyer behavior, including supplying or updating, when needed, sponsor sell-side activity statistics
- Preparing FS marketing materials.
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.
#DI
#LI-TA1
-
Fsg- Client Relationship Data Specialist
2 weeks ago
London, United Kingdom Robert W. Baird Full timePosition: 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: - Support the Senior Client Relationship Specialist by undertaking the following tasks and...
-
Client Relationship Specialist- FSG
1 month ago
London, United Kingdom ROBERT W. BAIRD & CO. INCORPORATED Full timePosition: Client Relationship 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...
-
Client Relationship Specialist- FSG
2 months ago
London, United Kingdom Baird Full timePosition: Client Relationship 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...
-
Client Relationship Specialist- FSG
4 weeks ago
London, United Kingdom ROBERT W. BAIRD & CO. INCORPORATED Full timePosition: Client Relationship 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...
-
London, United Kingdom Baird Full timeClient Relationship Specialist – Investment Banking (FSG Business Development) We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and deal support between Global Investment Banking’s industry and product...
-
London, United Kingdom Baird Full timeClient Relationship Specialist – Investment Banking (FSG Business Development) We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and deal support between Global Investment Banking’s industry and product...
-
Head of Clients Fsg
2 months ago
London, United Kingdom Aon Full time**Job Description**: **Head Of Clients FSG**: **We’re hiring!** - Aon are currently recruiting a Head of FSG to join our team in London/ Hybrid. The Head of FSG will be primarily responsible for to lead and run change across FSG, increasing engagement and driving a culture of continuous improvement and to ensure that the business operates in such a way as...
-
Client Relationship Data Specialist
4 weeks ago
London, United Kingdom Robert W. Baird Full timePosition: 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...
-
London, Greater London, United Kingdom Baird Full timeClient Relationship Specialist – Investment Banking (FSG Business Development) We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and deal support between Global Investment Banking's industry and product teams...
-
Head of Fsg
3 weeks ago
London, United Kingdom Aon Corporation Full timePosting Description: **Head of FSG**: **We’re hiring!** Aon are currently recruiting a Head of FSG to join our team in London/ Hybrid. The Head of FSG will be primarily responsible for to lead and run change across FSG, increasing engagement and driving a culture of continuous improvement and to ensure that the business operates in such a way as to align...
-
Head of Fsg
3 weeks ago
London, United Kingdom Aon Full timeWe’re hiring! Aon are currently recruiting a Head of FSG to join our team in London/ Hybrid. The Head of FSG will be primarily responsible for to lead and run change across FSG, increasing engagement and driving a culture of continuous improvement and to ensure that the business operates in such a way as to align with Aon UK Ltd. policies and to follow...
-
Head of Fsg
4 days ago
London, Greater London, United Kingdom Aon Full timeWe're hiringAon are currently recruiting a Head of FSG to join our team in London/ Hybrid. The Head of FSG will be primarily responsible for to lead and run change across FSG, increasing engagement and driving a culture of continuous improvement and to ensure that the business operates in such a way as to align with Aon UK Ltd. policies and to follow...
-
London, United Kingdom PER, Private Equity Recruitment Full timeFSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...
-
London, United Kingdom PER, Private Equity Recruitment Full timeFSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...
-
London, United Kingdom PER, Private Equity Recruitment Full timeFSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...
-
London, United Kingdom PER, Private Equity Recruitment Full timeFSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...
-
London, United Kingdom PER, Private Equity Recruitment Full timeFSG Data Specialist, Multinational Investment Bank, London, UK FSG Data Specialist, Multinational Investment Bank, London, UK About our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role...
-
Global Lead FSG Coverage
4 days ago
London, Greater London, United Kingdom ING Full timeDepartment Overview: The Financial Sponsors Group ('FSG') is a global team covering ING's largest financial sponsor (private capital) relationships by income and exposure. Our primary responsibility is to manage these relationships, coordinating across products and geographies to explore and maximise cross-buy opportunities. This involves regular...
-
London, UK, United Kingdom PER, Private Equity Recruitment Full timeAbout our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role will work across private equity data processing and data migrations as well as performance statistics and working closely with...
-
London, United Kingdom PER, Private Equity Recruitment Full timeAbout our client We are working with a leading Multinational Investment Bank which is looking to hire an FSG Data Specialist into their London office. Working closely alongside senior specialists within the function, this role will work across private equity data processing and data migrations as well as performance statistics and working closely with...
