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- Tasks: Be the go-to person for clients, handling inquiries and processing requests efficiently.
- Company: Join a boutique asset management firm focused on responsible long-term value investing.
- Benefits: Enjoy a competitive salary, hybrid work, life insurance, and professional development opportunities.
- Why this job: Gain valuable experience in a supportive environment while making a meaningful impact in finance.
- Qualifications: Administrative experience preferred; strong communication skills and attention to detail are essential.
- Other info: This role offers a chance to learn about asset management and grow your career.
The predicted salary is between 28000 - 42000 £ per year.
C&C Search is currently recruiting an Investor Relations Assistant for a prestigious London-based asset management firm focusing on responsible long-term value investing. This exceptional opportunity offers a competitive salary, comprehensive benefits package, hybrid working arrangements and the chance to be the first point of contact for valued clients in a collaborative and supportive environment.
Position: Investor Relations Assistant
Salary: £35,000 per annum + discretionary bonus
Hybrid set up: 4 days in-office, 1 day remote
Benefits: Comprehensive benefits package including life insurance, critical illness cover, income protection, and professional development opportunities
What they do: London-based asset management focused on responsible long-term value investing.
Company culture: A collaborative and supportive work environment where individuals are empowered to grow and contribute to success. The firm values integrity, intellectual curiosity, and a dedication to excellence, making it an ideal place for those looking to learn about the asset management industry while making a meaningful contribution.
Key responsibilities for this Investor Relations Assistant position:
- Serve as the primary point of contact for clients, responding promptly to enquiries via phone, email, and in person
- Process client requests for account statements, documentation, and other information with accuracy and efficiency using different systems
- Maintain accurate and up-to-date client records within the CRM system
- Act as a point of contact for public relation enquiries
- Coordinate the onboarding process for new investors, ensuring compliance with KYC/AML regulations
- Liaise with the fund administrator to facilitate account setup and documentation
- Prepare monthly and annual investor reports
- Schedule and coordinate investor meetings and events, managing all logistics
- Create and distribute marketing materials, including pitch decks, fact sheets, quarterly letters, and presentations
- Maintain and update the company website and social media channels, ensuring consistent brand messaging and regulatory compliance
What background and experience are the company looking for?
- Proven administrative experience in a professional services environment (financial services experience preferred)
- Graduate or graduate calibre
- Client-facing experience in any industry is a plus
- Proven administrative and organisational skills
- Excellent written and verbal communication skills
- Strong attention to detail and ability to maintain confidentiality
- Proficiency in Microsoft Office Suite
- Experience with CRM systems is preferred
- A desire to learn about the asset management industry
- Ability to work independently without supervision and as part of a team
- Responsibility, integrity, and professionalism
Please apply online asap for this Investor Relations Assistant position, if your experience aligns and sounds like you!
Investor Relations Assistant employer: C&C Search Ltd
Contact Detail:
C&C Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Assistant
✨Tip Number 1
Familiarise yourself with the asset management industry, especially focusing on responsible long-term value investing. Understanding the firm's values and investment strategies will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those involved in investor relations. Attend industry events or webinars to make connections that could provide insights or referrals for your application.
✨Tip Number 3
Prepare to discuss your administrative experience in detail, highlighting any client-facing roles you've had. Be ready to share specific examples of how you've maintained confidentiality and managed client relationships effectively.
✨Tip Number 4
Showcase your proficiency in Microsoft Office Suite and any CRM systems you've used. Being able to demonstrate your technical skills will set you apart, especially since these are crucial for the role.
We think you need these skills to ace Investor Relations Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience, particularly in professional services or financial environments. Emphasise any client-facing roles and showcase your organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the asset management industry. Mention specific reasons why you want to work for this firm and how your values align with their focus on responsible long-term value investing.
Highlight Communication Skills: Since excellent written and verbal communication skills are crucial for this role, provide examples in your application of how you've successfully communicated with clients or stakeholders in previous positions.
Showcase Attention to Detail: In your application, include instances where your attention to detail has made a difference in your work. This could be through maintaining accurate records or ensuring compliance with regulations.
How to prepare for a job interview at C&C Search Ltd
✨Research the Company
Before your interview, take some time to research the asset management firm. Understand their values, focus on responsible investing, and recent news or achievements. This will help you demonstrate your genuine interest in the company and align your answers with their mission.
✨Prepare for Client Interaction Scenarios
As the Investor Relations Assistant, you'll be the first point of contact for clients. Prepare for potential scenarios where you might need to handle client enquiries or requests. Practising how to respond to common questions can showcase your readiness for the role.
✨Highlight Your Organisational Skills
Given the administrative nature of the role, be ready to discuss your organisational skills. Share specific examples of how you've managed multiple tasks or projects efficiently in the past, especially in a professional services environment.
✨Showcase Your Communication Skills
Excellent written and verbal communication skills are crucial for this position. Be prepared to provide examples of how you've effectively communicated with clients or colleagues in previous roles. This will help illustrate your ability to maintain professionalism and clarity in all interactions.
