At a Glance
- Tasks: Support the Distribution team with client liaison, reporting, and event coordination.
- Company: Dynamic investment management house in the heart of London.
- Benefits: Competitive salary, hands-on experience, and networking opportunities.
- Other info: Fast-paced environment with potential for growth and learning.
- Why this job: Kickstart your career in finance while making valuable connections.
- Qualifications: Recent graduate with a background in client service or business development.
The predicted salary is between 34875 - 42625 £ per year.
Our client, an investment management house, based in the City of London, is seeking a highly organised, proactive and customer-focused Business Development Trainee to join a busy Distribution team. This is a varied role providing administrative and operational support across the team, with responsibility for client liaison, reporting, events, meeting coordination and general team support.
You will work with a range of internal and external stakeholders, ensuring requests are handled accurately, professionally and within agreed deadlines.
- Provide day-to-day administrative support to the Distribution team.
- Maintain and update the Salesforce CRM system, ensuring information is accurate and procedures are followed.
- Coordinate client, product and fund information requests and maintain appropriate records for audit purposes.
- Produce reports and analysis, including performance, risk and competitor information.
- Manage multiple email inboxes, prioritising and responding to requests in line with internal processes and deadlines.
- Support team members with ad hoc client requests and data requirements using systems including Salesforce, Power BI, Financial Clarity and FE Analytics.
- Coordinate meetings, including liaising with internal and external stakeholders, taking minutes and maintaining action logs.
- Prepare and distribute presentations and marketing materials.
- Arrange travel and accommodation and assist with expenses.
- Support the end-to-end delivery of events, including venue liaison, invitations, delegate management, documentation, itineraries and post-event administration.
- Ensure event documentation is accurate, compliant and appropriately maintained for audit purposes.
- Provide general support to the wider Client Services and Facilities teams as required.
Experience & Qualifications: This role will suit a recent graduate with a client service or business development internship in the finance industry, preferably in Fund Management or Wealth Management. Team player with a positive, results orientated approach.
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.
Business Development Trainee employer: Meredith Brown Associates Ltd
As a leading outsourced investment office based in London, our client offers an exceptional work environment that fosters professional growth and development. Employees benefit from a collaborative culture that values detail-oriented individuals, providing opportunities to mentor junior team members while engaging in meaningful projects that enhance operational efficiency. With a focus on compliance and risk management, this role not only supports the financial sector but also allows for impactful contributions to a diverse portfolio of clients.
Contact Details:
Meredith Brown Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Trainee
✨Leverage Your Uni's Career Services
If you're looking for a trainee role in business intelligence, don't overlook your university's career services. They often have exclusive internship opportunities and connections with companies like Meredith Brown Associates Ltd that are hunting for fresh talent. Swing by, chat with a career advisor, and keep an eye on any events they host!
✨Join Business Intelligence Meetups
Get involved in local business intelligence meetups or online communities! Places like Meetup.com and LinkedIn groups can introduce you to industry professionals who can share insights or even lead you to trainee roles like the one at Meredith Brown Associates Ltd. Getting your face out there can make a huge difference.
✨Keep Your Analytics Skills Sharp
Before interviews, brush up on analytics tools and relevant programming languages, like SQL or Python. Being able to talk knowledgeably about these can really set you apart! Maybe even build a small project or two to showcase your skills when you chat with hiring managers.
✨Apply Through Our Website
Finally, don’t forget to apply through our website! It’s a direct line to Meredith Brown Associates Ltd and helps make sure your application stands out. Plus, keep an eye on the deadlines, as trainee positions often close quickly!
We think you need these skills to ace Business Development Trainee
Some tips for your application 🫡
Show Off Your Analytical Skills:In the world of business intelligence, your analytical skills are your golden ticket. Whether it's through coursework, projects, or relevant software you’ve used, make sure to highlight your experience with data analysis tools like Excel, Tableau, or Power BI. We want to see how you've tackled real problems using data!
Craft a Compelling Cover Letter:As a trainee, your cover letter is your chance to shine! Focus on your motivation for joining Meredith Brown Associates Ltd and how this opportunity will help you grow. Share specific examples of your interest in business intelligence and any projects or experiences that showcase your eagerness to learn. We love to see that passion!
Tailor Your CV for BI:When listing your skills on your CV, emphasise anything related to data interpretation or project management. Include any relevant coursework or certifications in analytics or business intelligence if you've got them. If you’ve tackled group projects or case studies, mention them – it's all about showing how you can apply theory to real-world scenarios.
Don’t Forget Soft Skills:While technical skills are essential, don’t downplay your soft skills! Highlight your communication abilities and teamwork experiences, as these are crucial for a role in business intelligence. Given that you'll be working with other teams, show us how you've successfully collaborated in the past – it’s all part of the package!
How to prepare for a job interview at Meredith Brown Associates Ltd
✨Brush Up on Your Data Skills
As we're diving into business intelligence, make sure you're comfortable with data analysis tools like Excel, Power BI, or Tableau. Prepare to showcase any relevant coursework or projects where you’ve utilised these tools, as interviewers at Meredith Brown Associates Ltd might be keen to see how you handle real data scenarios.
✨Know Your Metrics and KPIs
Familiarise yourself with common business intelligence metrics and key performance indicators. Being able to discuss these concepts in the context of real-world business problems will show your understanding and readiness for the role. It’ll also help us impress those at Meredith Brown Associates Ltd.
✨Demonstrate Your Learning Mindset
As a trainee, it's crucial to exhibit your motivation and potential to learn. Be prepared to discuss how you've tackled challenges in your studies or any relevant experiences. Talk about how you’ve gathered insights from failures and what learning methods you find most effective—this aligns perfectly with what traineeship roles are all about.
✨Prepare for a Case Study Challenge
It's quite common in business intelligence interviews to have a case study segment where they'll throw a hypothetical business problem at you. Get ready to analyse data sets and make recommendations based on your findings. Practising this with peers or using mock case studies will give you an edge during your interview with Meredith Brown Associates Ltd.
