At a Glance
- Tasks: Support UCITS investors and streamline fund operations in a dynamic team.
- Company: Join a leading asset manager with a strong performance record.
- Benefits: Great growth opportunities, competitive salary, and a collaborative work environment.
- Other info: Exciting role with potential for professional development in finance.
- Why this job: Make an impact in investment management while developing your career.
- Qualifications: 3-6 years of experience in fund operations and a relevant degree.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a specialist asset manager that is hiring a UCITS Client Associate to join a lean team in London. This new headcount reflects the strong performance the firm has had and offers great growth & development opportunity. This is a mid-level role specifically targeted at individuals with a total of 3-6 years' experience post-university.
Key Responsibilities
- Support all aspects of servicing UCITS investors and distribution partners, including onboarding, transitions, restructurings, closings, and complex cash flow management.
- Provide ad-hoc support for institutional separate account clients.
- Oversee the coordination of fund documentation (factsheets, KIIDS etc.), ensuring compliance with UCITS regulations.
- Collaborate with internal teams on new fund and share class launches.
- Proactively suggest ideas for streamlining processes and automating workflows to improve efficiency.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or related field.
- 3-6 years of experience in fund operations or client services covering UCITS investors (and additional experience with separate account clients would be desirable).
- Working knowledge of UCITS funds, in terms of the regulatory requirements, reporting and fund operations, is essential.
- Excellent stakeholder management skills and ability to work across multiple internal teams.
Seniority level Associate
Employment type Full-time
Job function Other
Industries: Investment Management and Financial Services
UCITS Client Associate employer: William Blake Group
As a leading Investment Management firm, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. With a strong focus on professional development, we offer tailored training and mentorship opportunities, ensuring that our team members in the South West region can grow their careers while making meaningful contributions to our clients' success. Our commitment to work-life balance, coupled with the chance to engage with industry leaders at events across Devon and Cornwall, makes us an exceptional employer for those seeking a rewarding career in business development.
StudySmarter Expert Advice🤫
We think this is how you could land UCITS Client Associate
✨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 William Blake Group. 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 UCITS Client Associate
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 William Blake Group.
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 William Blake Group'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 William Blake Group
✨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 William Blake Group.
✨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 William Blake Group 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 William Blake Group 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.
