1 день назад
Client Associate
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Associate (Asset Management and Financial Services): Supporting Nordic client coverage through sales activity, relationship management, market research, and client deliverables with an accent on investment strategies across equities, fixed income, and alternatives. Focus on organizing client meetings and presentations, maintaining CRM pipelines, servicing financial intermediary relationships, and coordinating with portfolio management, marketing, client service, and compliance teams.
Location: London, United Kingdom
Company
is a private, independent, employee-owned investment manager offering equity, fixed income, private equity, and hedge fund strategies to institutional, advisory, and individual clients worldwide.
What you will do
- Support the Nordic Client Coverage team with daily client activity and strategic initiatives.
- Manage inbound and outbound sales activity, follow up with prospects, organize client meetings, and lead presentations.
- Service existing financial intermediary relationships and respond to client needs in partnership with Client Services.
- Coordinate client deliverables with Portfolio Management, Client Service, Marketing, and Compliance teams.
- Conduct market research, client analysis, CRM maintenance, pipeline reporting, and meeting-note management.
- Support client events, marketing collateral, and communications about investment philosophies and processes.
Requirements
- Self-starter with precise, timely execution and the ability to take ownership of initiatives.
- Strong interpersonal, written, verbal communication, and presentation skills.
- Strong numeracy and working knowledge of Excel and PowerPoint.
- Strong interest in asset management, financial services, and financial markets.
- Availability to travel most days of the week to present investment strategies to different investor groups.
- Must already have the right to work in the United Kingdom without current or future visa sponsorship.
Nice to have
- Swedish, Danish, Finnish, Norwegian, or Icelandic language skills.
Culture & Benefits
- Independent, employee-owned structure aligned with long-term client interests.
- Culture centered on fundamental research, investment insight, continuous innovation, and open exchange of ideas.
- Opportunity to collaborate across global and regional client coverage teams.
- Exposure to a broad investment product suite spanning liquid and illiquid strategies.
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