At a Glance
- Tasks: Support institutional client relationships and assist with business development activities.
- Company: A highly regarded investment boutique focused on public equities.
- Benefits: Collaborative environment with opportunities for career development and exposure to senior leaders.
- Other info: Equity-focused recruitment process ensuring fairness and equal opportunities for all applicants.
- Why this job: Gain valuable experience in client servicing and marketing while building a long-term career.
- Qualifications: 5–7 years' experience in investment management and strong communication skills.
The predicted salary is between 60000 - 75000 £ per year.
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.
#J-18808-Ljbffr
Institutional Sales & Relationship Associate - Equities 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.
StudySmarter Expert Advice🤫
We think this is how you could land Institutional Sales & Relationship Associate - Equities
✨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 Leverton Search. 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 Institutional Sales & Relationship Associate - Equities
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 Leverton Search.
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 Leverton Search'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 Leverton Search
✨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 Leverton Search.
✨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 Leverton Search 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 Leverton Search 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.
