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- Tasks: Support Business Development with CRM, manage investor content, and prepare presentations.
- Company: Join a firm focused on sustainability in investment management and capital markets.
- Benefits: Gain experience in a dynamic environment with a focus on equity and collaboration.
- Why this job: Make an impact in sustainability while developing your skills in a supportive team.
- Qualifications: 2 years in client service or sales support; CRM experience preferred.
- Other info: This is a one-year fixed-term contract; no sponsorship available.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
Responsibilities:
- Support the Business Development team with any sort of assistance they might require.
- Assist with sales force and CRM.
- Manage investor content, update marketing materials regularly and prepare bespoke presentations.
- Provide nuanced responses to client-specific due diligence, performance, attribution data requests, as well as ad hoc client requests, prospect research, and in-depth due diligence requests.
- Excellent reading comprehension and writing abilities, with the capacity to create tailored responses to inquiries about various aspects of the firm’s business.
- Balance proactive and reactive requests effectively.
- Coordinate complex tasks across teams and time zones while maintaining ownership and leadership over projects.
Requirements:
- 2 years’ experience similar role at an investment management firm (Client Service, Sales Support, Investor Relations).
- Private markets exposure is desired but not essential.
- Prior use of CRM tools, such as Salesforce are desired.
- Strong attention to detail, excellent written communication, and the ability to make sound judgements.
- A passion for sustainability, particularly in relation to investment management and the broader capital markets.
- Self-sufficient, professional, and enthusiastic, with a collaborative attitude and a positive outlook.
Please note:
- One year fixed term contract.
- Candidates who are immediately available will be prioritised.
- Our client is unfortunately not able to provide sponsorship for this role.
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.
At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.
Sustainability Associate employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sustainability Associate
✨Tip Number 1
Familiarize yourself with Salesforce and other CRM tools. Since prior use of these systems is desired, demonstrating your proficiency can set you apart from other candidates.
✨Tip Number 2
Showcase your passion for sustainability in your conversations. Be prepared to discuss how your values align with the company's mission and how you can contribute to their goals in investment management.
✨Tip Number 3
Prepare to discuss your experience with client service and sales support. Highlight specific examples where you've successfully managed complex tasks or coordinated across teams, as this is crucial for the role.
✨Tip Number 4
Research the company’s recent projects and initiatives related to sustainability. Being knowledgeable about their work will help you provide nuanced responses during interviews and show your genuine interest.
We think you need these skills to ace Sustainability Associate
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the Sustainability Associate position. Tailor your application to highlight relevant experiences, especially in client service, sales support, or investor relations.
Highlight Relevant Experience: Emphasize your 2 years of experience in similar roles. If you have worked with CRM tools like Salesforce, mention specific projects where you utilized these skills effectively.
Showcase Your Passion for Sustainability: In your cover letter or personal statement, express your passion for sustainability and how it relates to investment management. Provide examples of how you've engaged with sustainability initiatives in your previous roles.
Proofread Your Application: Given the emphasis on excellent written communication, ensure your application is free from errors. Have someone else review your documents to catch any mistakes and provide feedback on clarity and tone.
How to prepare for a job interview at Leverton Search
✨Show Your Passion for Sustainability
Make sure to express your enthusiasm for sustainability and how it relates to investment management. Share any relevant experiences or projects that highlight your commitment to this field.
✨Demonstrate Your CRM Skills
Be prepared to discuss your experience with CRM tools like Salesforce. Highlight specific instances where you effectively used these tools to manage client relationships or streamline processes.
✨Prepare for Client-Specific Scenarios
Anticipate questions related to client-specific due diligence and performance data requests. Practice crafting tailored responses that showcase your reading comprehension and writing abilities.
✨Highlight Your Project Management Skills
Discuss your ability to coordinate complex tasks across teams and time zones. Provide examples of how you've taken ownership of projects and led them to successful completion.
