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- Tasks: Support the sales team with client servicing and reporting tasks.
- Company: Join Natixis, a leading global asset manager focused on sustainable finance.
- Benefits: Enjoy a competitive salary, 26 days holiday, and a day off for your birthday.
- Why this job: Kickstart your career in finance while working in a diverse and inclusive environment.
- Qualifications: Degree educated; experience with Salesforce and strong Excel skills preferred.
- Other info: Start in July 2025 for an 18-20 month graduate programme.
The predicted salary is between 28000 - 42000 £ per year.
About Natixis Investment Managers. Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers, we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients, and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals.
At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We are committed to finding reasonable adjustments for candidates during our recruitment process. Please let us know if there are any changes we could make to the application process to make it easier and more comfortable for you.
What are we looking for?
We are seeking a motivated and passionate individual who is looking to launch their career within financial services. You'll develop a range of core skills and acquire fundamental knowledge in the Asset Management industry. If you have a positive attitude and a willingness to learn, this is the role for you.
Who will I be working with?
Providing Sales Support to the London Wholesale & GFI team, working predominantly with the Head of London Wholesale Sales, you will be covering all aspects of sales and client servicing activities across this client set. You will have the opportunity to work closely with all the team members and gain insights on the wider core functions of our firm.
What will I be doing?
- Help to enhance and develop all aspects of the teams operating model, leveraging the resources available (technology, Natixis internal partners and appropriate 3rd party services) to help the London Wholesale Sales Team achieve their key objectives and KPIs.
- CRM Champion and expert; Create sales reports & dashboards in CRM to monitor sales per account v target, maintain sales activity and contact data on CRM.
- Assist the Sales team in building and maintaining relationships with clients, sales colleagues globally and Natixis IM affiliates.
- Assist with co-ordination of client communication strategy including; reporting and commentary requirements and updates to send to existing clients and prospects.
- Assist with salesperson meeting preparation.
- Provide client service support by distributing factsheets, presentations, Requests for Information etc. to clients.
- Work with internal teams to organize roadshows, conference calls and the provision of appropriate support materials.
- Leading on the organisation of bespoke client events alongside the London Wholesale Team.
Client Servicing / Operations
- Manage the monthly, quarterly, and ad-hoc reporting requirements for certain clients, including bespoke reports and updates of operational fund template data.
- Liaise with internal support teams on queries (Finance, Legal, Compliance, Marketing, Product, and the respective Reporting teams) and co-ordinate responses to clients.
- Work closely with the GlobalConnect team in Paris to keep up-to-date with latest Salesforce developments and tools.
What skills and qualifications are required for the role?
- Degree educated or equivalent combination of education and experience.
- Professional qualifications (IMC or similar preferable but not essential).
- Numerate and analytical with strong attention to detail.
- Experience with Salesforce/ Client Relationship Management systems.
- Strong skills in both Excel and PowerPoint.
- Ability to work independently and demonstrate ownership of tasks.
- Strong written and communication skills.
This role is for you if you are a proactive, driven individual with a strong work ethic and a desire to make a positive impact. We invite you to apply for this Graduate opportunity to gain hands-on experience and contribute to our firm’s success.
Other Information
- Start-Date: July 2025
- 18-20 months
- £35,000 per annum
- 26 days of holiday entitlement (plus a day off on your birthday, plus Bank Holidays)
Sales Support, Graduate employer: Natixis Investment Managers
Contact Detail:
Natixis Investment Managers Recruiting Team
HRUK@natixis.com
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support, Graduate
✨Tip Number 1
Familiarise yourself with the asset management industry and Natixis Investment Managers' approach. Understanding their multi-affiliate model and commitment to sustainable finance will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Brush up on your Salesforce and CRM skills, as these are crucial for the role. Consider taking online courses or tutorials to enhance your proficiency, which will demonstrate your initiative and readiness to contribute from day one.
✨Tip Number 3
Network with professionals in the financial services sector, especially those working in sales support roles. Attend industry events or join relevant online forums to gain insights and potentially make connections that could refer you to opportunities at Natixis.
✨Tip Number 4
Prepare to discuss your analytical skills and attention to detail, as these are key attributes for the role. Think of specific examples from your academic or work experience where you've successfully demonstrated these skills.
We think you need these skills to ace Sales Support, Graduate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the Sales Support role at Natixis Investment Managers. Familiarise yourself with the responsibilities and required skills mentioned in the job description to tailor your application accordingly.
Craft a Tailored CV: Highlight relevant experiences and skills that align with the job requirements. Emphasise your analytical abilities, attention to detail, and any experience with CRM systems like Salesforce. Make sure your CV is clear, concise, and free of errors.
Write a Compelling Cover Letter: Use your cover letter to express your passion for financial services and your motivation to work at Natixis. Mention specific aspects of the company’s commitment to diversity and sustainable finance that resonate with you, and explain how you can contribute to their goals.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Look for grammatical errors, typos, and ensure that all information is accurate. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Natixis Investment Managers
✨Research the Company
Before your interview, take some time to understand Natixis Investment Managers' values, mission, and recent developments in the asset management industry. This will help you demonstrate your genuine interest in the company and its commitment to sustainable finance.
✨Showcase Your Analytical Skills
As the role requires numerate and analytical skills, be prepared to discuss any relevant experiences where you've used these abilities. Bring examples of how you've worked with data or reports, especially if you've used tools like Excel or Salesforce.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your enthusiasm for the role and helps you assess if the company is the right fit for you. Consider asking about the team dynamics, opportunities for professional development, or how they support diversity and inclusion.
✨Demonstrate Your Communication Skills
Strong written and verbal communication skills are essential for this position. During the interview, practice clear and concise communication. You might also want to prepare a brief summary of your background and how it aligns with the role to showcase your ability to convey information effectively.
