At a Glance
- Tasks: Engage with buy-side clients and manage impactful financial surveys.
- Company: Join Extel, a leader in investment community insights and analytics.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Exciting role with potential for career advancement in a fast-paced environment.
- Why this job: Make a real impact in the financial industry while developing valuable relationships.
- Qualifications: 2+ years in client service, strong organisational skills, and interest in financial markets.
Reporting to: Director of Buy-side Relations
Location: New York or London
Extel is the leading provider of unattributed, qualitative feedback, for all three sides of the investment community (Buy-side, Sell-side and Corporates). Extel data is internationally recognized as the measure by which many investment professionals in the financial industry benchmark performance.
Extel has evolved from a Research & Rankings business to offer detailed data and advisory output that delivers actionable intelligence to the investment community. Over the course of the last three years, we have evolved a suite of new products that have generated a significant revenue stream, providing enhanced analytics and transparency to the existing dataset.
The Trading & Execution product was re-launched in 2023 and a new incentive exercise, the Global Rates Study, was initiated to encourage buy-side participation. The Associate will work closely with the Director of Buy-side Relations to develop relationships globally, with a specific focus on Trading & Execution desks and broker liaison officers. The Associate will also be responsible for voter outreach and data collection for the Global Equity Rates Study and Trading & Execution Survey.
Buy-side Engagement
- Develop buy-side relationships across Research and Trading & Execution
- Manage and develop coordinated voting firm relationships
- Buy Side Proposition development
- Voter outreach
- Voting enablement
- Marketing campaigns
Global Equity Rates Study
- Voter outreach
- Voting enablement
- User access management
- Submission review
- Marketing campaigns
- Operational processing
Trading & Execution Survey
- Voter outreach
- Voting enablement
- Marketing campaigns
- Phoner scripts
Skills & Experience:
- 2+ years of client service experience
- A good understanding and interest in financial markets and Trading & Execution functions
- Evidence of project management skills that include the ability to hit deadlines
- Experience multi-tasking in a complex environment and deliver high-quality work
- Exceptional organizational skills and attention to detail
- Creative and critical thinking skills to analyze data and uncover insights
- IT Literate; good knowledge of Microsoft Office (including strong Excel skills)
- Some client service experience would be beneficial
- Familiarity with a Bloomberg Terminal would be beneficial
Responsibilities:
- Your role will require you to undertake the following responsibilities:
- Interaction with external contacts to explain voting process, methodology, and strategic changes being made by Extel, as well as encouraging participation in the surveys.
- Management of Global Equity Rates Study; the Associate will take responsibility for preparing the attributes, targeting respondents, and ensuring active engagement with the survey. Liaise with Director of Buy-side Engagement to maximise participation.
- Overseeing the evolution of Trading & Execution related product suite; survey questions and portal, data outputs and Trading & Execution Dashboards for Buy and Sell side. Initiating appropriate give back strategies and products to encourage a robust data set.
- Assist with the implementation of new tools & systems, which include Hubspot and Qlik, to understand the operational processes, data flow between systems, and ensure that data sources are updated.
- Data cleansing to ensure accurate demographic information, eligibility of participants and quality of voting for research projects, working with project managers and outsourced database team. Maintain accurate contact data in CRM; search for any inconsistencies or duplicates.
- Assist with preparation of Global Equity Rates Study and Trading & Execution survey results publication. Review results for processing errors, year-on-year trends, and missing information.
Buy-side Engagement Associate in London employer: Extel
Extel is an exceptional employer, offering a dynamic work environment in the heart of New York or London, where innovation meets collaboration. With a strong focus on employee growth, we provide opportunities for professional development and engagement with leading financial professionals, all while fostering a culture that values creativity and critical thinking. Join us to be part of a forward-thinking team that is shaping the future of investment intelligence.
StudySmarter Expert Advice🤫
We think this is how you could land Buy-side Engagement Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Extel. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Buy-side Engagement Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Extel.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Extel's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Extel
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Extel.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Extel will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Extel employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
