At a Glance
- Tasks: Support investor relations by managing queries, preparing materials, and coordinating meetings.
- Company: Join a global leader in asset management with a focus on diversity and inclusion.
- Benefits: Gain valuable experience in finance, flexible working hours, and a collaborative team environment.
- Other info: Opportunity for career growth and exposure to innovative market trends.
- Why this job: Dive into the world of investing and make a real impact on investor relationships.
- Qualifications: Bachelor’s degree and 1-2 years in finance or related fields required.
The predicted salary is between 30000 - 40000 ÂŁ per year.
We are currently seeking an Investor Relations Analyst to join our global team in London on a fixed‑term, full‑time basis. In this role, you will be an integral member of the Sales, Distribution and Investor Relations function, working cross‑functionally across all products. You will gain exposure to the full investor lifecycle, including product development, investor prospecting, onboarding, and ongoing relationship management with leading institutional and corporate investors. This end‑to‑end exposure provides valuable insight into market trends across real assets and impact investing, and helps inform the development of new investable products. You will also collaborate on capital‑raising initiatives, contributing creatively to the preparation of materials for a diverse investor audience and helping tailor investment opportunities to specific investor needs. Working with CRM systems and investor portals provides hands‑on experience in the data‑driven side of investor relations, while coordinating cross‑functional initiatives further develops project management skills within a globally connected team. Flexibility to work outside standard office hours is occasionally required due to the multiple time zones in which we operate.
Key Responsibilities
- Support responses to investor queries in a timely and professional manner, and coordinate the preparation and distribution of recurring investor materials (quarterly reports, investor calls, recordings). Requires close collaboration across multiple internal teams and strong organizational and interpersonal skills.
- Assist in creating, reviewing and refining investor and client marketing materials (primarily PowerPoint and Word), including pitch decks. Responsibilities include managing internal sign‑offs, compliance reviews, and ensuring accurate filing across data rooms, internal systems and CRM.
- Help organise roadshows and investor meetings, maintain accurate records in the CRM system (Dynamics), and support responses to RFPs, DDQs and reporting requests using existing documentation. Curiosity about use of AI for responding DDQs is welcome.
- Assist clients with investor portals, legal documentation and onboarding‑related requests.
Essential Skills
- Bachelor’s degree in Finance, Business, Communications, or a related field
- 1–2 years’ experience in investor relations, asset management or banking
- Strong organizational and time‑management skills, with the ability to manage multiple workstreams simultaneously
- High level of organization critical to success in this role
- Proficiency in Microsoft Office, particularly PowerPoint and Word
- Excellent written and verbal communication skills, with an interest in working cross‑functionally
- Ability to work independently while thriving in a small team environment
- Meticulous attention to detail and a strong commitment to accuracy
Preferred Skills
- Prior experience in Business Development or Investor Relations
EEO Statement
Climate Asset Management is an equal opportunity employer committed to providing a working environment that embraces and values diversity and inclusion. We encourage people of all backgrounds to apply. If you have any support or access requirements, we encourage you to advise us at the time of application. We will then work with you to identify the best way to assist you through the recruitment process.
Investor Relations Analyst (FTC) employer: Climate Asset Management
Contact Detail:
Climate Asset Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Analyst (FTC)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its investors. Understand their products and market trends so you can speak confidently about how you can contribute to their goals.
✨Tip Number 3
Showcase your skills in investor relations by creating a portfolio of relevant work. Include examples of presentations, reports, or marketing materials you've worked on to demonstrate your expertise.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investor Relations Analyst (FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investor Relations Analyst role. Highlight any relevant experience in investor relations, asset management, or banking to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investor relations and how your background makes you a great fit for our team. Be sure to mention any specific projects or experiences that relate to the job.
Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your written application is clear and professional. Pay attention to detail and proofread for any typos or errors – we love meticulous candidates!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Climate Asset Management
✨Know Your Investor Relations Basics
Before the interview, brush up on key concepts in investor relations and asset management. Understand the investor lifecycle and be ready to discuss how your skills can contribute to product development and relationship management.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight your attention to detail and how it has positively impacted your work.
✨Familiarise Yourself with CRM Systems
Get comfortable with CRM systems, especially Dynamics, as they are crucial for this role. If you have experience with similar tools, be sure to mention it. If not, do a bit of research to show your willingness to learn.
✨Prepare for Cross-Functional Collaboration
This position involves working with various teams, so think of examples that demonstrate your ability to collaborate effectively. Be ready to discuss how you’ve worked with others to achieve common goals, especially in a fast-paced environment.