Global Investment Associate
1 week ago
Global Investment Associate Role
We are seeking a talented and experienced professional to join our team as a Global Investment Associate.
About the Role:
This is an exciting opportunity to work with a leading investment firm, supporting the management of key accounts, platforms, and research houses. As a Global Investment Associate, you will be responsible for providing day-to-day support to the Key Account Manager, managing the administration of sales efforts into Research Houses, Licensees, and Platforms.
Key Responsibilities:
- Work closely with the Key Account team to drive sales growth
- Assist in implementing and driving fund approvals and model portfolios via RFPs and pitch books
- Provide exceptional service to key account clients
- Support adviser sales teams when required
- Collaborate with the Events team to deliver conferences, PD Days, and other events
- Manage campaigns to maximize lead generation
Requirements:
To be successful in this role, you will need:
- Up to 4 years' experience in financial markets or services
- Excellent knowledge of the wealth management and funds management industry
- Ability to work autonomously and prioritize tasks effectively
- Strong time management and process management skills
- Excellent written and oral communication skills
- Strong problem-solving and trouble-shooting skills
What's on Offer:
Join a dynamic and supportive team driven by success and growth. This role offers a unique opportunity to build a long-term career with a reputable investment firm.
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