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- Tasks: Support the sales team with client servicing and reporting tasks.
- Company: Join Natixis Investment Managers, 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 date is July 2025; this role offers hands-on experience in asset management.
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 at HRUK@natixis.com.
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)
Contact Detail:
Natixis Investment Managers Recruiting Team
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 who work in sales support roles. Attend industry events or connect on platforms like LinkedIn to gain insights and potentially get referrals.
✨Tip Number 4
Prepare to discuss how you can leverage technology and internal resources to support the sales team effectively. Think of examples where you've used tech tools to improve processes or outcomes in previous experiences.
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.
Tailor Your CV: Customise your CV to 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.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your motivation to work in sales support. Mention specific examples of how your background and skills make you a great fit for the team at Natixis.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Natixis Investment Managers
✨Research the Company
Before your interview, take some time to learn about Natixis Investment Managers. Understand their multi-affiliate approach, their commitment to sustainable finance, and their focus on diversity and inclusion. This knowledge will help you demonstrate your genuine interest in the company.
✨Showcase Your Analytical Skills
As the role requires numerate and analytical skills, be prepared to discuss any relevant experiences where you've demonstrated these abilities. Use specific examples from your education or previous roles to illustrate how you can contribute to the Sales Support team.
✨Familiarise Yourself with CRM Tools
Since the position involves working with Salesforce and CRM systems, it’s beneficial to have a basic understanding of these tools. If you have experience using them, be ready to share how you’ve used these systems to enhance sales or client relationships.
✨Prepare Questions for Your Interviewers
Having thoughtful questions prepared 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 success is measured in the Sales Support role.
