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Graduate Client Service Associate

Citygrad
Posted 22 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking recent graduates or juniors to join a leading investment manager in their London office.
  • The role requires no previous experience, but candidates must be ambitious and driven to build a career in Investment Management.
  • The position offers a salary of circa £50,000 and is ideal for those looking to develop knowledge in investment management and client relationships.
  • The successful candidate will work closely with the Client Services team and provide support to the institutional business development team.
  • A degree is required, and candidates should be eager to pursue the IMC and CFA qualifications.

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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.