Client Associate Client Associate …

Logan Sinclair
in London, United Kingdom
Permanent, Full time
Last application, 07 May 21
Competitive
Logan Sinclair
in London, United Kingdom
Permanent, Full time
Last application, 07 May 21
Competitive
A leading asset manager with a focus on alternatives is looking for a Client Associate to join their London office, responsible for supporting the day-to-day management of institutional and intermediary clients in EMEA. Sales Support, Investor Relations, Relationship Management, Client Services, Account Management, CRM, Excel, Institutional, Intermediary, Intermediaries

Responsibilities

Assisting with the day-to-day management of EMEA clients, supporting account managers focusing on institutional and intermediary clients

Working closely with internal teams including investment, compliance and marketing/distribution in response to client queries

Coordinating client review meetings, creating relevant client collateral for meetings and defining key deliverables, ensure compliance with regulatory requirements at all times

Contribute to business development initiatives through identifying prospective clients in the market

Supporting the wider client team through acting as owner of client database, eg. ensuring database remains up to date, advising on business development strategy

Contributing to ad hoc project work when required

 

Requirements

Educated to university degree or equivalent

IMC, CFA or CAIA qualified or enrolled

Prior experience in asset management, ideally in a client services/distribution focused role

Strong knowledge of MS Office, particularly Excel

Strong organisational and communication skills (both verbal and written)

 

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