Increase the effectiveness of the sales, client service and consultant teams.
Schedule and track meetings in conjunction with sales and client service teams.
Identify new prospects for meetings, read news publications for search activity and run competitive analysis.
Attend meetings and conference calls, write meeting notes and ensure prompt follow up of any open issues.
Oversee and prepare meeting materials.
Organise and participate in portfolio review meetings
Write/coordinate letters, qualitative analysis and other prospect and client communications.
Coordinate and participate in marketing activities.
Oversee new account start-ups, account closings and coordinate cash flows.
Track prospect, client and consultant information and ensure effective internal communication of information.
Work efficiently to establish and maintain strong relationships with various internal groups (i.e., Research, Marketing, Client Service, Client Reporting, Portfolio Construction, Operations) to ensure all reporting requirements are met and internal management systems are current.
Participation in communication (e.g. via conference calls, emails) with our global offices outside of standard business hours is expected as part of this role.
Bachelor's degree or equivalent and at least three years of financial services industry experience.
Experience with an Investment Management firm is preferred.
Extremely strong communication skills, both written and verbal.
Strong interpersonal skills.
Ability to work independently and with a variety of colleagues in a fast-paced environment.
Dedicated, energetic and confident individual who knows and loves the financial industry and seeks a long-term career path into institutional sales, client service or consultant relations.