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- Tasks: Support Investor Relations and Business Development teams with data management and client communication.
- Company: Fulcrum, a forward-thinking firm prioritising diversity and inclusion.
- Benefits: Flexible working, subsidised lunches, healthcare, and professional development opportunities.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: 1-2 years in financial services, strong attention to detail, and proficiency in Microsoft applications.
- Other info: Embrace a culture of belonging and growth at Fulcrum.
The predicted salary is between 28800 - 48000 £ per year.
The successful candidate will support Fulcrum’s Investor Relations and Business Development teams to provide a high-quality service and communication between the firm and its clients and prospects. The Global Client Group collaborates closely with other internal teams within the business to source and provide information in an accurate and timely manner.
Responsibilities
- Assisting the team with ongoing updates of firmwide data and fund collateral to specific deadlines
- Liaising between the GCG team and other teams within the business, such as operations, compliance, risk and investment
- Coordinating completion of investor and prospect firmwide & product specific questionnaires
- Responsibility for organisation and hygiene of RFP database
- Supporting the team in responding to internal and external data requests from clients, prospects, data providers and auditors
- Ongoing maintenance of the firm’s CRM system to ensure records are clean and accurate
- Supporting the Business Development team with meeting preparation, logging client meeting notes and any relevant follow up required
- Assisting the team with intra-month, month-end and quarterly generic and bespoke reporting
- Ensuring accuracy and consistency of data across reporting platforms and databases
- Ability to identify and improve workflows and inefficiencies
- Ensuring adherence to internal policies and external regulatory requirements
Key qualities of our ideal candidate
- 1-2 years’ experience in financial services
- Strong attention to detail and accuracy with numbers
- Strong organisational skills and ability to manage multiple priorities at once
- A self-starter who can show initiative and be confident in asking questions and seeking solutions
- Proficiency in Microsoft applications, especially Excel and PowerPoint – experience with CRM and other reporting systems a plus
What we offer you
We care about your financial, physical and emotional well-being, and have created a generous and comprehensive, yet flexible benefits offering for all employees. This includes subsidised lunches, a competitive pension plan, hybrid and flexible working practices, private GP and healthcare, professional development options, clubs and wellness activities during working hours, and accommodating support for working parents. We strive to ensure that opportunities to work and develop at Fulcrum are open to all. We believe in the potential of everyone, regardless of age, disability, gender identity, race, ethnicity, religion, sexual orientation, socio-economic background, or any other specific characteristic. We are committed to conscious inclusion that facilitates a culture of belonging. We believe the more diverse and inclusive we are, the better we become.
About Fulcrum
If you are interested in receiving regular updates on our funds specifically, please visit our Fund Centre to sign up directly.
Investor Relations Analyst employer: Fulcrum Asset Management LLP.
Contact Detail:
Fulcrum Asset Management LLP. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. The more you engage with others, the better your chances of landing that Investor Relations Analyst role.
✨Tip Number 2
Prepare for interviews by researching Fulcrum and understanding their values. Be ready to discuss how your skills align with their needs, especially around data accuracy and client communication.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed multiple priorities or improved workflows in past roles. This will demonstrate your fit for the fast-paced environment at Fulcrum.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Fulcrum.
We think you need these skills to ace Investor Relations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investor Relations Analyst role. Highlight relevant experience in financial services and showcase your attention to detail and organisational skills. We want to see how you can bring value to our team!
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 skills align with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft applications, especially Excel and PowerPoint. If you have experience with CRM systems or reporting tools, let us know! We’re looking for someone who can hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Fulcrum Asset Management LLP.
✨Know Your Numbers
As an Investor Relations Analyst, you'll be dealing with a lot of data. Brush up on your financial knowledge and be ready to discuss key metrics relevant to the firm. Familiarise yourself with the latest trends in the financial services sector to show you’re not just knowledgeable but also engaged.
✨Master the CRM
Since maintaining the firm's CRM system is part of the role, make sure you understand how CRM systems work. If you have experience with any specific platforms, be prepared to talk about it. Highlighting your organisational skills and attention to detail will go a long way!
✨Prepare for Team Collaboration
This role involves liaising with various teams, so be ready to discuss your experience working collaboratively. Think of examples where you’ve successfully communicated across departments or managed multiple priorities. This shows you can thrive in a team-oriented environment.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to investor relations and how they measure success. This not only demonstrates your interest but also gives you a chance to assess if the company aligns with your career goals.
