A highly regarded investment boutique with a focus on public equities, is looking to hire a Client Associate to join its growing client team.
This is an excellent opportunity for someone with around 5–7 years' experience who is looking to broaden their exposure beyond traditional client service. Working closely with senior stakeholders, you'll gain experience across institutional business development, consultant relations, client servicing and marketing, with a clear pathway towards a client-facing career.
Responsibilities
- Support institutional client relationships and business development activities.
- Prepare client and consultant meeting materials and research.
- Assist with RFPs, DDQs and marketing presentations.
- Conduct market and prospect research.
- Coordinate client follow-up and CRM management.
- Attend client meetings and industry events.
- Work closely with the investment team to build product knowledge.
About You
You’ll likely have:
- Around 5–7 years' experience within investment management.
- A background in client service, sales support, consultant relations or institutional distribution.
- Experience preparing RFPs, DDQs and client materials.
- Strong organisational and communication skills.
- A genuine interest in investment markets and a desire to build a long-term client-facing career.
In return, you’ll join a collaborative, entrepreneurial boutique where you’ll gain broad exposure, work closely with senior leaders and have genuine opportunities to develop your career.
Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria.
At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Client Associate employer: Leverton Search
Join a highly respected global investment boutique that champions sustainable investing and offers a collaborative, entrepreneurial work culture. As a Managing Director in the Client Group, you will have the opportunity to significantly influence the firm's growth while benefiting from a clear pathway to Partnership. With a commitment to employee development and a focus on equity and fairness, this role provides a unique chance to thrive alongside some of the industry's most esteemed professionals.
