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Client Servicing

Job Seekers United Kingdom Sales

Job Summary

  • London
  • Permanent
  • BBBH778666
  • Mar 26, 2021
  • Competitive
Job Description

Opportunity to work as a Clint service - Product strategist for the Big Investment Management Company!! Immediate start available - **Competitive Salary**

Responsibilities will include:
* Ownership and maintenance of Investment Team's track record and performance reporting system - with responsibility for supporting the Investment Team with data requests which range from handling cash flow data to deriving insights from large data sets.
* Supporting fundraising for upcoming commingled fund - seeking to raise EUR 500 million plus - in addition to fundraising for SMA opportunities. Fundraising support will be through the completion of RFPs, DDQ and inbound investor / sales queries, including oversight and maintenance of investor document portal, as well as overseeing the on-boarding of new investors and the coordination of the fund closing process.
* Draft and/or review of all client communications for various products including newsflashes, acquisition factsheets, capital calls, formal communications, webcast and quarterly reports (detailed below);
* Co-ordination of the production of formal quarterly reporting package by gathering portfolio-level and market updates from portfolio managers, asset managers and finance teams, and working closely with support teams;
* Co-ordination of quarterly investor templates - review and distribution;
* Ensuring that client requests are answered accurately and in a timely manner and that the various teams within BlackRock are managed through the process to ensure that the content is delivered within the appropriate timeframe
* Update of marketing materials (pitch books, teasers) and management reports on a quarterly basis including liaison with legal and compliance for approval;
* Production of investor materials for Investment Advisory Meetings and role in the coordination of these events (including managing investor attendance and coordinating the video conference, as necessary);
* Completion of industry surveys and consultant questionnaires;
* Assisting with investor/consultant due diligence for fundraising initiatives as required;
* Project Management of various product specific related projects and tasks as they arise such as distribution list maintenance, webcast co-ordination etc

Skills

* High proficiency in Excel, with ability to manipulate data in a spreadsheet. Ability to create robust Excel tools required. Candidates to complete Excel test to demonstrate ability
* Familiarity with private markets investments (Infrastructure, Private Equity, Real Estate) preferred; with a clear interest in infrastructure markets.
* Strong project management skills
* Analytical ability to synthesize information and summarize issues
* Fluency in written and spoken English is essential
* Strong interpersonal skills with ability to communicate effectively at all levels;
* Meticulous attention to detail;
* 2+ year of experience, in financial services preferred

Education

* BA/BS required
* Degree in quantitative, finance, economics or information systems discipline preferable

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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Consultant Details

Consultant Details

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Gwen Dsouza
  • Consultant - Corporate Accounts
  • +44 117 944 0600
  • gdsouza@morganmckinley.com