Investment Associate

We are looking for motivated individuals to join our growing Delegated Investment Services (DIS) team within the client relationship team. The role will involve working with a variety of UK Defined Benefit pension schemes covering a range of asset sizes, sectors and industries (including many household names) where we have a fiduciary management / delegated relationship. The successful candidate will manage and support client relationships day-to-day and ensure high quality delivery of service to a portfolio of 8-10 clients. Over time, this role will encourage you to build your responsibility within the team and develop your client-facing relationship skills. You will work with a broad range of sophisticated clients that use our solutions, investing across many asset classes and opportunities. You will develop your knowledge of markets, investment managers, and broader industry matters. On-the-job training, coaching and support will be provided to help you develop into a client lead of the future.The role opportunity allows for flexibility in your working arrangements and we would be happy to discuss this with you further.Client Assisting client leads in our commitment to providing a ‘best in class’ investment service to clients Take responsibility for producing or delivering client reports covering investment performance, investment strategy and ad hoc topics as required, communicating complex ideas in an easy-to-understand mannerSupport client leads with client delivery and internal project management Help deliver high quality work within timescales and in line with expectationsBecome the day-to-day contact for clients and develop and maintain strong relationships with client contactsEngage with clients proactively to address client queries or concerns in a timely fashionUnderstand our client relationships, including understanding their business environmentsDevelop a deep understanding of our solutions and the role they play in client portfolios People Support a collaborative and inclusive working environmentBuild strong relationships across your working network and collaborate effectively across all specialist internal teams (e.g. research, reporting, portfolio management, risk and analytic and implementation)Help to develop more junior colleaguesWork effectively with all parties to deliver in an efficient and timely manner Excellence Learn to understand and implement our ‘Professional Excellence’ principles and risk management techniques Engage in necessary training and professional development to enhance technical investment knowledge We will support you in studying towards a professional qualification We would expect individuals at this level to have some relevant industry experience. Experience from an Asset Management or Consulting environment would be beneficial.Completion of or studying towards a professional qualification, eg CFA Curiosity for Investment and ambition to learn more about our business, clients and solutionsDesire and ability to develop relationships in order to build excellent client management skillsCommitment to providing a ‘best in class’ service to clients Ability to build strong networks internally in the Investment business and to collaborate effectively on cross-functional teams

Compartir:
Compartir:
Otros trabajos que te pueden interesar
Ver más
Customer Service Representatives Empleado - Profesional de herrería en Reigate
Customer Service Representatives

Having a purpose in your role is considered an important aspect for any employee.We have placed a huge amount of emphasis on ensuring you understand the reason for the job you do.As a Customer Service Representative you will approach customers in a respectful and ethical manner.T...