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- Tasks: Support the sales team with client relations 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 with hands-on experience and a supportive team culture.
- 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 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 will 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 vs 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
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 specifically. Understanding their multi-affiliate approach and commitment to sustainable finance will help you demonstrate your genuine interest during any discussions.
✨Tip Number 2
Brush up on your Salesforce and CRM skills, as these are crucial for the role. Consider taking a short online course or tutorial to enhance your proficiency, which will show your initiative and readiness to contribute from day one.
✨Tip Number 3
Network with current employees or alumni who work in similar roles. They can provide valuable insights into the company culture and expectations, and may even offer tips on how to stand out in the application process.
✨Tip Number 4
Prepare to discuss your analytical skills and attention to detail. Think of specific examples from your studies or previous experiences where you've successfully used these skills, as they are key attributes for the Sales Support role.
We think you need these skills to ace Sales Support, Graduate
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and skills required for the Sales Support position. Tailor your application to highlight how your background aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your education, relevant experience, and skills. Emphasise any experience with CRM systems, Excel, and PowerPoint, as well as your analytical abilities.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Natixis Investment Managers that resonate with you, such as their commitment to sustainable finance and diversity.
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, which is 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, commitment to sustainable finance, and the specific role of the Sales Support team. This knowledge will help you demonstrate your genuine interest in the company and its values.
✨Showcase Your Analytical Skills
As the role requires numerate and analytical skills, be prepared to discuss any relevant experience you have with data analysis or reporting. Bring examples of how you've used Excel or CRM systems in the past, and be ready to explain how you can apply these skills to support the sales team effectively.
✨Prepare Questions
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. Inquire about the team dynamics, the tools they use for client management, or how they measure success in the Sales Support role. This shows your enthusiasm and helps you assess if the company is the right fit for you.
✨Demonstrate Your Communication Skills
Strong written and verbal communication skills are essential for this role. During the interview, articulate your thoughts clearly and confidently. You might also want to prepare a brief presentation or summary of your experiences that highlight your ability to communicate effectively, especially in a client-facing context.
