At a Glance
- Tasks: Explore and develop innovative fund strategies while collaborating with industry leaders.
- Company: Join LaSalle, a global leader in real estate and investment management.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Exciting opportunities for growth and mentorship in a collaborative team.
- Why this job: Make an impact in the finance sector and shape future investment strategies.
- Qualifications: Strong analytical skills and a passion for finance and consulting.
The predicted salary is between 51750 - 63250 £ per year.
Consultant role - scope of services.
Stage 1: Explore
- Review funds/strategies (UK/Europe/Global - direct/indirect/debt/hybrid)
- Review capabilities and potential for new funds/strategies that can be developed with a focus on UK direct.
- Look at trading/valuation/structuring/servicing processes.
- Confirm current distribution and global/UK consultant models.
- Build output to confirm how the business is currently set-up for UK DC.
- Conclusion on above (OUTPUT).
- Review DC client universe and advise on target master trusts/consultants and potential opportunities in each case. (OUTPUT)
Stage 2: Test
- Build a deck for testing UK appetite.
- Use survey results (NG) (OUTPUT).
- Alongside LaSalle, meet with CIOs and consultants (master trusts, consultants, other actors) focusing on key targets, to confirm addressable market, given product/strategy set (with a focus on UK Direct).
- Determine attractiveness of various strategies/approaches based on feedback from targets.
- Requirements such as SDR. Preferred structures. (OUTPUT)
- Frank assessment of LaSalle capabilities and resource requirements with recommendations (OUTPUT).
- Build deck for socialising internally (Go, No Go). Covering strategy(ies), opportunity/scale, delivery method, fees/profitability.
Stage 3: Execute
- Exact scope to be agreed following completion of Stage 2.
- Agree products/strategies to present externally.
- Agree strategy for approaching the market (OUTPUT).
- Work on thought leadership plans and launch.
- Build marketing, back-office, and distribution models.
- Recruit DC role(s) and mentor.
- Conclusion on above (OUTPUT).
- Set up meetings/open doors to present to target clients.
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.
Location: On-site – London, GBR.
Consultant in London employer: La Salle University
At LaSalle, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. Located in the heart of London, our team enjoys access to unparalleled professional growth opportunities, mentorship programs, and a commitment to diversity and inclusion. With a focus on harnessing cutting-edge technology and a supportive environment, we empower our consultants to make meaningful contributions while advancing their careers.
