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For Companies At a Glance
- Tasks: Join our Client Relations team to create investor materials and support client meetings.
- Company: Work with a top global asset manager known for excellence in the finance industry.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration.
- Why this job: Kickstart your career in finance while making a real impact on client relationships.
- Qualifications: Ideal for candidates with around 1 year of experience in asset management or client services.
- Other info: This role requires 3 days in the office, perfect for building connections.
The predicted salary is between 36000 - 60000 £ per year.
We are exclusively partnered with a globally leading asset manager who are hiring an Analyst for their Client Relations team in London. This opportunity will suit an individual at the early stages of their career (around 1 years’ experience).
Responsibilities
- Coordinate the production of institutional investor materials such as presentations and bespoke reporting.
- Support with the coordination of roadshows, due diligence days and client meetings.
- Produce RFPs and DDQs.
- Proactively update the CRM system, tracking all fund activities.
- Respond to client queries quickly and accurately, working with the relevant internal teams.
- Collaborate with legal teams, fund administrators and other internal teams on the onboarding of prospective investors.
Requirements
- Roughly 1 years' experience within asset management, ideally in a Client Service/Sales Support/Investor Relations team.
- Good excel and numeracy skills needed.
- High attention to detail.
- Requirement of 3 days in the office.
Institutional Client Relations Analyst employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Relations Analyst
✨Tip Number 1
Familiarise yourself with the asset management industry and current market trends. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in client relations or investor relations roles. Attend industry events or webinars to make connections and gain insights that could give you an edge in your application.
✨Tip Number 3
Brush up on your Excel skills, as they are crucial for this role. Consider taking a short online course to enhance your proficiency, which will not only help you in the job but also impress potential employers.
✨Tip Number 4
Prepare to discuss your experience with client interactions and how you've handled queries in the past. Be ready to provide examples that showcase your attention to detail and ability to work collaboratively with internal teams.
We think you need these skills to ace Institutional Client Relations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management, particularly in Client Service or Investor Relations. Emphasise any specific projects or tasks that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your experience with producing presentations and reports, as well as your ability to respond to client queries effectively.
Highlight Technical Skills: Since good Excel and numeracy skills are required, be sure to mention any relevant technical skills you possess. If you have experience with CRM systems, include that as well, as it shows your capability to track fund activities.
Showcase Attention to Detail: Provide examples in your application that demonstrate your high attention to detail. This could be through past experiences where accuracy was crucial, especially in producing reports or coordinating events.
How to prepare for a job interview at William Blake Group
✨Know Your Numbers
Since the role requires good Excel and numeracy skills, brush up on your financial knowledge and be prepared to discuss relevant metrics or data you've worked with in the past. This will show your analytical capabilities.
✨Showcase Your Communication Skills
As you'll be responding to client queries and collaborating with various teams, demonstrate your communication skills during the interview. Prepare examples of how you've effectively communicated complex information in previous roles.
✨Familiarise Yourself with CRM Systems
Understanding how to use CRM systems is crucial for this role. If you have experience with any specific CRM software, mention it. If not, research common features and functionalities to discuss your willingness to learn.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities, especially in client interactions. Think of scenarios where you've had to manage client expectations or resolve issues, and be ready to share those experiences.
