At a Glance
- Tasks: Support relationship managers and engage with clients to enhance investment capabilities.
- Company: Global investment management firm with a collaborative Investor Relations team.
- Benefits: Professional development, exposure to high-level decisions, and a dynamic work environment.
- Other info: Ideal for those passionate about finance and eager to build strong client relationships.
- Why this job: Join a team at the heart of investment decision-making and grow your financial expertise.
- Qualifications: Undergraduate degree and 2-5 years in corporate strategy or business development.
The predicted salary is between 51750 - 63250 £ per year.
Referment is working with a global investment management firm to hire a Sales and Relationship Management Associate for its London Investor Relations team.
The firm manages multi-strategy investment portfolios for institutional and individual clients worldwide.
You'll join a collegial Investor Relations team that sits at the commercial heart of the business, working directly with relationship managers who own the firm's client and prospect relationships.
This role blends day-to-day relationship support with longer-term project work, and offers meaningful exposure to high-level commercial decision-making as well as genuine professional development.
The Role
- Work alongside relationship managers to develop and maintain relationships with clients and prospects, promoting the firm's full range of investment capabilities.
- Provide timely, accurate responses to inbound investor requests.
- Keep investors informed about firm and strategy developments.
- Maintain the data and operational infrastructure behind investor-relationship efforts.
- Manage longer-term projects, including designing and maintaining robust product development and prospecting processes, coordinating with Investor Relations colleagues and other groups across the firm.
What We're Looking For
- An undergraduate degree and a strong record of academic and professional achievement.
- Two to five years of experience in a related field; backgrounds in corporate strategy, business development, or management consulting are welcomed.
- Curiosity about financial markets and a willingness to build fluency in financial concepts, capital markets, and the firm's investment capabilities.
- Demonstrated written and verbal communication skills and keen attention to detail.
- A process-oriented mindset: able to execute short-term tasks while managing long-term projects, and keen to work as part of a team.
- The ability to work effectively with colleagues of varying seniorities, both inside and outside your own team, in a rigorous, collaborative environment.
This could suit a consultant, strategist, or business development professional with a genuine interest in financial markets who wants to move closer to investors and investment decision-making.
Sales and Relationship Management Associate (London) (2B375BA) employer: Referment
Referment is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Finance Director, you will not only lead the finance function but also play a pivotal role in shaping the company's growth trajectory, with ample opportunities for professional development and advancement. Located in a vibrant B2B technology hub, the company provides a supportive environment where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Sales and Relationship Management Associate (London) (2B375BA)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Referment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales and Relationship Management Associate (London) (2B375BA)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Referment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Referment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Referment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Referment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Referment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Referment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
