Institutional Client Services

Role Profile

My client offers investment strategies across a wide range of equity and fixed income asset classes from fundamental and quantitative investment approaches.

This role entails day-to-day support to a team of Client Relationship Managers (RMs) on their client portfolios of predominantly UK and European institutional clients, working within the Client Service Team.

The specific client mandates range from developed and emerging markets equity and debt strategies, with sustainable investments, quantitative equity and emerging markets debt forming the largest growth component of our business.

The role requires someone who has demonstrated strong client service excellence, who can build and maintain good relationships both internally and externally with clients. The individual is both diligent and should have an excellent eye for detail. Crucially, the right person will have a flexible mindset, be a good team player and offer a proactive approach to new tasks.

The candidate should have a minimum 2 years' experience of working within an institutional client service team for an active asset manager with the ability and desire to work closely with the investment teams in order to develop a good understanding of our strategies and communicate clearly to clients the characteristics of their investments and the factors driving returns.

Experience required

• Proven experience in institutional asset management in a client service / reporting role
• Good understanding of different asset classes and both active fundamental and quantitative investment approaches
• Excellent communication skills and confidence in dealing with clients and internal stakeholders
• Strong emphasis on relationship building, client satisfaction and service, including responding to clients on a timely basis
• Attention to detail and accuracy in all matters
• Strong analytical ability and in depth understanding of detailed investment reports, portfolio valuations, transaction statements, etc
• Good time management skills, flexible mindset and adaptability to cyclical nature of role
• Able to meet demanding periodic reporting deadlines
• Desire to further career in institutional client relationship management
• Genuine interest in asset management and finance
• Ideally candidate would hold the Investment Management Certificate (IMC) qualification or be prepared to obtain it within 18 months of joining
• Advanced Excel (Macros/VLookup functions desirable), MS Office including PowerPoint
• Familiarity with Salesforce or similar CRM databases would be advantageous