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Graduate Client Service Associate

1 month ago

London Area, United Kingdom CityGrad Full time

We are looking for recent graduates/ juniors to join a leading investment manager in their London office. They are value investors across the globe in both equity and fixed income asset classes. This is a great opportunity for ambitious juniors looking to join a company that truly cares about their people, supporting them in a truly modern and inclusive culture. Currently circa £50bn in AUM. No experience is needed, the most important quality we are looking for is the ambitious and drive to want to build a careers in Investment Management.


The role sits within the client services team and will also provide some support to the institutional business development team. You will develop in-depth knowledge of investment management, asset classes, portfolio structures and the importance of high quality relationships with clients.


Client Services Support Function

  • Work closely with the Client Services team in helping to service institutional client relationships;
  • Handle a variety of regular client reporting requirements;
  • Co-ordinate and respond to ad hoc client and consultant requests;
  • Help to arrange meetings and regular service calls with clients and consultants;
  • Respond to questionnaires and data requests from clients, consultants and other parties as required
  • Assist in maintaining various databases for the firms UCITS funds.


Salesforce Function

  • Use output to assist in preparing for client/prospect meetings and to provide analysis for team members.
  • Ensure database of contacts is kept up to date;
  • Maintain and ensure accuracy of key data points;


Presentation Book Management

  • Request and review presentation materials as needed.


Business Development Support Function

  • Provide support to the business development team where needed;


Requirements:

  • Degree educated
  • Driven to build a career in Investment Management
  • Keen to study towards the IMC and CFA qualification