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- Tasks: Engage with clients, prepare reports, and manage due diligence requests.
- Company: Join a leading global hedge fund known for its collaborative culture.
- Benefits: Enjoy a competitive salary, strong bonuses, and potential for growth.
- Why this job: Be part of a dynamic team impacting financial data interpretation and client relations.
- Qualifications: 1-5 years experience with CRM systems and strong analytical skills required.
- Other info: This is an urgent hire, so apply today!
The predicted salary is between 42000 - 63000 £ per year.
We are working with our client, an industry-leading hedge fund, to hire for a newly created Client Services role based in London. This highly collaborative position will involve working closely with clients by preparing reports, managing due diligence requests (DDQ/RFPs), and coordinating investor updates and materials.
The ideal candidate will have at least 1-5 years of experience and will have worked with CRM systems and investor relations platforms, possess strong analytical skills, with the ability to interpret and present financial data effectively.
In this role, you’ll liaise with internal teams to collect and process data for client updates, manage due diligence processes, coordinate and host ODD Meetings, and oversee key tasks such as transaction management, client onboarding, and maintaining client-related materials -preparing investor breakdown & regulatory reports which involve investor data.
The hiring hedge fund is offering a competitive base salary of £70-90k, plus a strong bonus package (40%+). This is an urgent hire, so please apply today if interested!
Client Services role with Global Hedge Fund employer: OCR Alpha
Contact Detail:
OCR Alpha Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services role with Global Hedge Fund
✨Tip Number 1
Familiarize yourself with the hedge fund industry and current market trends. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the sector.
✨Tip Number 2
Network with professionals in the hedge fund space, especially those in client services or investor relations. Attend industry events or webinars to make connections that could lead to referrals.
✨Tip Number 3
Brush up on your analytical skills and be prepared to discuss how you've used data to drive decisions in previous roles. Consider preparing examples that showcase your ability to interpret and present financial data.
✨Tip Number 4
Research the specific CRM systems and investor relations platforms mentioned in the job description. Being knowledgeable about these tools can give you an edge and show your readiness for the role.
We think you need these skills to ace Client Services role with Global Hedge Fund
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services, particularly in the hedge fund or financial sector. Emphasize your familiarity with CRM systems and investor relations platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical skills and ability to interpret financial data. Mention specific examples of how you've successfully managed client relationships or due diligence processes in the past.
Highlight Collaboration Skills: Since this role is highly collaborative, emphasize your teamwork experience. Provide examples of how you've worked with internal teams to achieve common goals, especially in preparing reports or managing client updates.
Showcase Attention to Detail: In your application, demonstrate your attention to detail by mentioning your experience with transaction management and preparing regulatory reports. This will show that you can handle the key tasks required for the role.
How to prepare for a job interview at OCR Alpha
✨Know Your Financial Data
Make sure you are comfortable interpreting and presenting financial data. Brush up on key metrics and reports that are relevant to hedge funds, as you may be asked to discuss these during the interview.
✨Familiarize Yourself with CRM Systems
Since the role involves working with CRM systems, it’s essential to demonstrate your experience with these platforms. Be prepared to discuss specific systems you've used and how they helped you manage client relationships effectively.
✨Prepare for Due Diligence Questions
Given the focus on managing due diligence requests, anticipate questions related to this process. Think of examples from your past experience where you successfully handled DDQs or RFPs and be ready to share those stories.
✨Showcase Your Collaborative Skills
This position is highly collaborative, so be prepared to discuss how you work with internal teams. Share examples of successful teamwork and how you’ve coordinated efforts to achieve common goals in previous roles.
