At a Glance
- Tasks: Support sales with presentations, CRM management, and reporting while coordinating client events.
- Company: Join a successful third-party distribution agency in asset management.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for growth.
- Other info: Perfect for those who thrive in fast-paced settings and love using tech to enhance productivity.
- Why this job: Make an impact by helping to deliver high-quality client materials and support strategic planning.
- Qualifications: Interest in asset management, experience in marketing or sales support, and strong digital skills.
The predicted salary is between 40500 - 49500 £ per year.
Our client is a successful third party distribution agency. They are hiring a Presentations and Sales Support Associate. This is a varied role combining sales support, presentations, CRM management and sales reporting.
You will work closely with the wider team helping to ensure that their sales and marketing activity is well organised, professionally presented and delivered to a high standard.
Key responsibilities
- Maintain, update and manage relevant information within Salesforce
- Track sales pipelines and business development activity to support strategic planning and reporting.
- Assist with the preparation of client deliverables, including ad hoc client requests, RFPs and client reporting, ensuring responses are accurate and delivered on time.
- Create high-quality, professionally designed Power Point presentations and other marketing materials for external stakeholder meetings.
- Plan and coordinate client events, roadshows and webinars, supporting relationship-building and wider commercial objectives.
- Manage schedules, organise meetings and support effective coordination across the team.
- Support cross-functional initiatives and help ensure projects are delivered efficiently and to deadline.
- Oversee fund marketing materials, ensuring appropriate disclosures are included and materials remain aligned with regulatory requirements and client-specific restrictions.
- Identify opportunities to use AI tools and emerging technology to improve efficiency, quality and productivity across marketing and distribution activities.
The successful candidate will have a proven interest in asset management and / or financial markets (either through relevant internships or professional experience) and experience in a similar role:
marketing, sales support or presentations.
Candidates will need to be digitally confident , with strong proficiency and enthusiasm for working with AI tools; highly capable with
Power Point and presentation design , with an eye for producing polished, professional materials; familiar with
CRM systems , ideally Salesforce; and be highly organised, with the ability to manage multiple priorities and deadlines simultaneously.
Whilst not essential, additional languages are a bonus, particularly German or French.
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Presentations & Sales Support, Associate – Third Party Distribution Agency (Asset Management) employer: Stephen Bell Associates
Stephen Bell Associates is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. Employees benefit from comprehensive professional development opportunities and the chance to lead impactful marketing campaigns within a leading global asset management firm, making a meaningful contribution to the industry. With a focus on teamwork and stakeholder engagement, this role promises not only career growth but also the satisfaction of driving successful initiatives in a vibrant city.
StudySmarter Expert Advice🤫
We think this is how you could land Presentations & Sales Support, Associate – Third Party Distribution Agency (Asset Management)
✨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 Stephen Bell Associates. 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 Presentations & Sales Support, Associate – Third Party Distribution Agency (Asset Management)
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 Stephen Bell Associates.
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 Stephen Bell Associates'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 Stephen Bell Associates
✨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 Stephen Bell Associates.
✨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 Stephen Bell Associates 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 Stephen Bell Associates 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.
