Job Description
Responsibilities:
- Lead strategic analysis and execution of corporate actions and initiatives
- Prepare comprehensive board papers and present to independent directors
- Coordinate investor engagement programmes including meetings, calls, and digital presentations
- Manage relationships with wealth managers, private banks, and institutional clients
- Support business development activities and new launch initiatives
- Handle day-to-day operational queries from boards, investors, and internal teams
- Work closely with fund managers on portfolio positioning and investor communications
Requirements:
- 5+ years' financial services experience with significant investment trust exposure
- Previous roles in fund management, investment banking, corporate broking, or similar
- Strong understanding of closed-end fund structures and corporate finance principles
- CFA, ACA, ACCA or equivalent qualifications
- Comprehensive knowledge of UK regulatory framework (FCA/PRU)
- Strong written and verbal communication skills for board and client interaction
Contact Detail:
eFinancialCareers Recruiting Team