Leading asset management house seeks an experienced client services professional with a strong knowledge of the investment industry complemented by a superior academic record that will ideally include MBA and/or CFA studies.
The ideal individual will have significant experience of providing support to institutional clients and excellent knowledge of investment products that will ideally include previous exposure to UCITS. A strong client focus is essential and will be complemented by, excellent business judgement and confident communication and presentation skills. Superior analytical skills, a detail-oriented approach and the proven ability to build a story from data are essential.
Key purpose of the role will be to provide investment –related technical knowledge and expertise in a client support function. As such a strong knowledge of capital markets and/or investment products is pre-requisite. Responsibilities will include responding to client queries, undertaking analysis pertaining to portfolio guidelines, regulatory issues, product information, legal contracts and fees, coordinating presentation materials and monitoring formal service levels.
The successful candidate will be a client-focused high achiever with the ability to build and maintain effective relationships with a wide portfolio of internal and external stakeholders and strong technical knowledge of the investment industry.