Sales & Marketing Associate

London, United Kingdom
24 May 2022
10 Jun 2022
Industry Sector
Finance - General
Employment Type
Full Time
What the role involves:
• To ensure timely updating of material to support the sales and marketing efforts and on occasion those of the closed-ended funds.
• To keep the CRM system up to date and assist in furthering its development.
• To support ESG reporting.
• To support internally and externally organised investor events.
• To coordinate meetings and team events.

Specific Tasks:
• Update sales and marketing materials including standard Due Diligence Questionnaires (DDQs), presentations, factsheets, ad hoc event presentations
• Assist with fund webinars and follow up (at least quarterly)
• Assist in the run-up to events with sales and marketing efforts including pre-event organisation and post-event follow-up

• Microsoft applications - strong PowerPoint, Excel and Word skills essential
• Understanding of CRM system - become comfortable with the in-house designed system
• Minimum requirement undergraduate degree or 2+ years of work experience

This role would give the right individual the chance to build themselves both personally and professionally by developing more of an understanding of the financial sector and today's market.

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