REVIEW MY CV: I work in asset management sales and my business is being sold

I'm currently working for an asset management business which has been put up for sale. I am exploring some internal opportunities, but would ideally like to stay within institutional asset management in a sales and relationship management role, which would mean an external move. I have 8 years experience', primarily within fixed income. I'd like to join an organisation that would allow me to develop a broader set of product skills, but not at the expense of going into a role that would be too junior.

PROFESSIONAL EXPERIENCE

Major international bank, 2004 - Present

Vice President, Institutional Asset Management Sales

· Key member of an international sales team responsible for distributing investment management products to institutional clients in EMEA and Asia. Specific focus on fixed income and money market investments.

· Assist clients and prospects with investment strategy and provide updates on latest market developments, portfolio performance and investment ideas. Current pipeline of $1bn in new AUM to be closed.

· Directly responsible for executing a broad range of business initiatives supporting the business development effort internationally including all marketing, legal, compliance and new product development projects for the international sales team.

· Act as a key intermediary to avail the full range of resources and investment solutions of the firm to clients and business partners within the in both EMEA and Asia.

· Responsible for the overall operations of the London office, manager for two client service professionals and act as a mentor to junior members of the team.

Assistant Vice President, Senior Sales Support

· Provided support for all sales related activities in the region, principally the distribution of short-term fixed income products.

· Client service responsibilities for a large number of institutional investors.

· Acquired a broad understanding of investment products and services and the ability to integrate this into short term investment recommendations to corporate clients.

· Proactively developed and enhanced relationships with clients and business partners to generate new business in EMEA and meet AUM sales goals.

· Prepared pitch books and marketing materials for new business opportunities.

· Engaged appropriate associates and third party providers to address client issues in timely and accurate manner.

· Prepared management reporting updates and extensive briefing materials on existing book of business and pipeline opportunities.

Additional Responsibilities

Assistant Portfolio Trader

· Executed short-term fixed income security purchases for a Dublin domiciled Fund.

Significant Achievements

· Received accolades from both clients and senior management for communicating effectively and professionally in challenging market conditions. Acquired exceptional relationship management skills and provided timely responses to client requests as a result of the increasing need for transparency in fund management.

Asset Management firm 2001 - 2004 Client Service Analyst

· Supported a Relationship Manager with over 50 clients and AUM of US$850 million invested in an offshore fund family.

· Primary contact for the fund custodians and third party administrators.

· Assisted existing clients and prospects with account opening and KYC review.

· Prepared monthly and quarterly reporting for clients via email and dedicated private websites.

· Extensive work with other groups in the firm on various projects including; Business Development, Consultant Relations, Global Relationship Management, and Legal Services.

Assistant to Relationship Manager Sub-Advisory Team

· Assisted Analysts with client reporting (weekly/month-end/quarter-end).

· Contact point for client quarter-end reporting.

· Assisted Hedge Fund team with Anti-money laundering audit.

International bank 2000 - 2001 Desk Assistant

· Wholly responsible for infrastructure in the office including negotiating new contracts with suppliers.

· Assisted Head of Legal with research and documentation for new ISDA contracts.

· Organised corporate and client events/entertainment as well as office events.

EDUCATION

1995-1998 UK University (Russell Group) Law LLB (Hons)

1988-1995 4 A-Levels

GCSEs: 10 including English (language and literature) and Maths

LANGUAGES & TECHNICAL SKILLS

· Conversational French

· Advanced knowledge of Microsoft Office including Excel & PowerPoint

· Technical administrator for client relationship management database used to track all activities, pipeline and compliance and management reporting

· Member of the CFA Society of the UK: IMC - FSA Full