At a Glance
- Tasks: Manage client investment strategies and oversee junior team members in a dynamic environment.
- Company: Leading Outsourced Investment Office based in London with a collaborative culture.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Join a supportive team where you can thrive and develop your career.
- Why this job: Be a key player in the investment life cycle and make a real impact on client portfolios.
- Qualifications: Experience in client services, strong attention to detail, and excellent communication skills.
The predicted salary is between 60000 - 80000 € per year.
Our client, a leading Outsourced Investment Office is looking for an experienced and highly motivated individual to join their London based Client Services team as a Senior Associate. The core role will include the management of the full investment life cycle, from trade planning through to the point of investment execution for each client portfolio. The role will be a key operational resource for the investment team and provide additional support as needed including client relationship management activities. Broad product knowledge is essential (e.g., FX, mutual funds, hedge funds, private equity & other illiquid strategies).
Role & Responsibilities
- The successful candidate will work alongside the Investment team predominantly managing the implementation of client investment strategies, as well as overseeing more junior members of the London based Client Services team.
- Serve as a key operational resource for the investment team and provide additional support as needed including client relationship management activities.
- Serve as a main point of contact for clients and other external stakeholders on all operational matters. This includes reviewing execution instructions (private placement subscription documents, hedge fund dealing documents), as well as assessing and determining weekly priorities across the team.
- Implement trade plans including a variety of investment strategies and products e.g., FX forward transactions, ETFs, mutual funds, futures, hedge funds, private equity & other illiquid strategies.
- Own a small portfolio of complex clients and managing the trade execution and client servicing requirements of these clients.
- The successful candidate will be an integral part of the team and a "go-to" person for other team members; they will be prepared to “roll their sleeves up” and take on a breadth of responsibilities.
Background & Experience
- Prior experience in supporting a Client Service Team, ensuring client investments are implemented in a timely and accurate manner across all asset classes.
- Comfortable interacting with clients, strong attention to detail, prioritisation and communication skills.
- Candidates should have a good grasp of operational risk and should quickly be able to build up a detailed understanding of the products their clients invest in.
- Ability to prioritise daily workloads whilst working efficiently and accurately under pressure.
- Articulate self-starter with strong analytical and organisational skills.
- Have a high degree of integrity and professionalism and be a collaborative "team player".
- You will have an undergraduate degree and be numerically minded.
- Proficiency using Microsoft Office, particularly Excel/PowerPoint/Outlook.
Senior Client Service Associate - Hedge Funds / Private Markets - Meredith Brown Associates employer: Jobs via eFinancialCareers
Meredith Brown Associates is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from comprehensive professional development opportunities, a supportive team culture, and the chance to engage with a diverse range of investment products, ensuring a fulfilling career path in the financial services sector. With a focus on integrity and teamwork, this role not only allows for personal growth but also positions you as a key player in managing complex client portfolios.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Service Associate - Hedge Funds / Private Markets - Meredith Brown Associates
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work with hedge funds or private markets. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your product knowledge. Make sure you can confidently discuss FX, mutual funds, and other investment strategies. We want you to shine when they ask about your experience with complex client portfolios!
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple priorities under pressure. This will demonstrate that you're ready to take on the responsibilities of a Senior Client Service Associate.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Client Service Associate - Hedge Funds / Private Markets - Meredith Brown Associates
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Senior Client Service Associate. Highlight your experience with investment strategies and client relationship management, as these are key for us.
Showcase Relevant Experience:In your cover letter, emphasise your background in supporting a Client Service Team and managing complex client portfolios. We want to see how your skills align with our needs!
Be Detail-Oriented:Since attention to detail is crucial in this role, make sure your application is free from typos and errors. A polished application reflects your professionalism and integrity, which we value highly.
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 promptly!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Investment Products
Make sure you brush up on your knowledge of various investment products like FX, mutual funds, hedge funds, and private equity. Being able to discuss these confidently will show that you're not just familiar with the terms but can also apply them in real-world scenarios.
✨Demonstrate Client Relationship Skills
Prepare examples from your past experiences where you've successfully managed client relationships. Highlight how you handled challenges and maintained professionalism, as this role requires strong interpersonal skills and the ability to communicate effectively with clients.
✨Showcase Your Analytical Skills
Be ready to discuss how you approach problem-solving and analysis. You might be asked to explain how you would assess operational risks or prioritise tasks under pressure, so think of specific instances where your analytical skills made a difference.
✨Emphasise Team Collaboration
This role is all about being a team player, so come prepared to talk about how you've worked collaboratively in the past. Share stories that illustrate your ability to support colleagues and take on responsibilities, showing that you're ready to roll your sleeves up and contribute to the team's success.
