At a Glance
- Tasks: Support the UK distribution team and drive sales for institutional investors.
- Company: Join Nuveen, a global investment leader with a collaborative culture.
- Benefits: Gain valuable experience, training, and career growth opportunities.
- Other info: Dynamic environment with a focus on innovation and teamwork.
- Why this job: Work with top institutional investors and make a real impact in finance.
- Qualifications: Strong communication skills and proficiency in MS Office required.
The predicted salary is between 40000 - 42500 £ per year.
Given the growth of the UK business, an opportunity has arisen for a Sales Associate to support the UK distribution team within Nuveen’s Institutional sales team. As the team expands, this is an excellent opportunity to work in a collegiate environment to help drive sales and deliver a purposeful client experience. The distribution team works closely with institutional investors, their investment advisors, as well as financial institutions and platforms.
The role offers an opportunity to work with the largest institutional investors, across the broadest possible set of investment products. The successful candidate will also be able to build on their experience through training in product knowledge, process & systems, and relationship management skills.
Key responsibilities- Understand current and new client relationships, their asset allocation preferences and assist the sales team with upcoming trends and investment behaviours through market research via industry databases (e.g. Mandatewire, pensionfundsonline and Preqin);
- Support sales and consultant leads with meeting preparation for external clients (collating background information on previous meetings and prospect/client information);
- Oversee the coordination of key meetings / events with clients and prospects, attending relevant meetings;
- Support client and consultant requests and manage client communications efforts, where necessary;
- Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions;
- Maintain and improve client / internal information in CRM tool (Salesforce) and across various databases and systems;
- Proactively identify new business opportunities and stay abreast of incumbent manager searches;
- Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients;
- Assist with the preparation of business planning and strategy materials to communicate our UK distribution plan internally;
- Create and maintain prospect and consultant information instrumental to the success of the team;
- Standard reporting and data management across the business channels and management;
- Work closely with the marketing team on client events and social media, and new product initiatives;
- Pro-actively suggest improvements to processes and systems.
- Excellent communicator (written and verbal) with strong interpersonal skills;
- Strong skills in MS Office product suite (Excel, Word, and PowerPoint) required;
- Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision;
- Ability to work independently and in a team-based environment;
- Take initiative and develop solutions for solving problems;
- Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients;
- Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail;
- Utilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctly;
- Coordinate various data and information into effective messaging that resonates with internal and external clients;
- Possess a partnership mind-set and engage with teams across the firm;
- Self-motivated, team player with strong work ethic;
- Ability to build relationships across global teams;
- Asset management background preferred.
This role does not require a regulated designation.
Global Institutional, Sales Support Associate, Based in London employer: TIAA
Nuveen is an exceptional employer that fosters a collaborative and innovative work culture in the heart of London. With a strong commitment to employee growth, associates benefit from comprehensive training and development opportunities while working alongside industry leaders to support some of the largest institutional investors globally. The company's values of integrity, client obsession, and teamwork create a meaningful environment where every team member can thrive and make a lasting impact.
StudySmarter Expert Advice🤫
We think this is how you could land Global Institutional, Sales Support Associate, Based in London
✨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 TIAA. 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 Global Institutional, Sales Support Associate, Based in London
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 TIAA.
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 TIAA'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 TIAA
✨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 TIAA.
✨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 TIAA 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 TIAA 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.
