The International Client Associate will provide efficient day to day planning and support to the Sales Directors for business development activities and the Client Relations Directors for client servicing activities. 

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.  

Location(s): London, UK

• Act as office based back-up to the Sales Directors and Client Relations Directors as their roles involve considerable travel, including being a contact point for client and prospect queries on accounts, products, firm etc.
• Prepare the Directors for client/prospect meetings by gathering relevant market, industry or firm information.
• Coordinate and contribute to the completion of new business proposals and due diligence questionnaires.
• Assist in the coordination of office meetings, events and functions, attending as required.
• Produce and deliver client reports, presentations and portfolio review materials, collaborating with portfolio specialists and investment team specialists on content and structure.
• Assist with the monitoring and maintenance of the internal CRM system, to ensure that up to date prospect, sales and client information is stored.
• Responsible for the preparation and provision of portfolio performance and competitive firm analysis.
• May get involved in internal regular management reporting and project management as identified.
• Use good understanding of client needs and challenges to meet those needs by leveraging capabilities of the entire organisation.
• Build strong relationships with teams across the business, such as legal, compliance, admin, marketing, to ensure effective collaboration on all client related matters.

Required skills/Qualifications

• IMC or equivalent (or agreement to obtain this within the first year of employment)
• Advanced Excel, PowerPoint and database management skills
• Minimum 1 year experience in a sales support/client service role within asset management
• OR minimum 2 years’ experience in a client reporting, RFP, or product role within asset management
• OR minimum 3 years’ experience in a sale support/client service role within financial services
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Independent, entrepreneurial spirit and ability to prioritize and meet deadlines in a fast-paced environment
• Outstanding, flexible team player with ability to work effectively across multiple business channels.
• Ability to work with senior management and in a client facing environment, maintaining the highest standards of professional integrity and interaction at all times

Preferred skills/Qualifications

• Understanding of insurance and LDI business channels
• Understanding of the investment Industry and investment products and services including operational, compliance and legal aspects
• Good organisational, project management, and presentation skills
• Familiarity with systems such as Salesforce, Morningstar, eVestment, Bloomberg, Vermillion

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status