At a Glance
- Tasks: Support relationship managers in building client connections and managing investment projects.
- Company: Join a global investment management firm with a collaborative Investor Relations team.
- Benefits: Gain exposure to high-level decision-making and professional development opportunities.
- Other info: Ideal for those curious about finance and eager to grow in a dynamic environment.
- Why this job: Dive into the financial world and make an impact on client relationships.
- Qualifications: Undergraduate degree and 2-5 years of relevant experience required.
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) (502B375) 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) (502B375)
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Referment. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Referment.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Referment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Sales and Relationship Management Associate (London) (502B375)
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Referment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Referment how you can be a team player!
How to prepare for a job interview at Referment
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Referment.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Referment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
