Investor Relations and ESG communications Investor Relations and ESG communications …

William Blake Group
in London, United Kingdom
Permanent, Full time
Last application, 11 May 21
Highly competitive total package
William Blake Group
in London, United Kingdom
Permanent, Full time
Last application, 11 May 21
Highly competitive total package
William Blake Group
A successful equities manager is looking for an experienced client services/IR professional to look after a book of institutional clients and lead on ESG communications.

Responsibilities:

  • Coordinate portfolio review/client meetings & other client relationship management activities such as the quarterly conference calls with portfolio managers and investment specialists.
  • Attend client meetings where appropriate and adequately follow up on any queries raised at the meeting 
  • Build and maintain client relationships on aspects of managing and administering their investments
  • As part of prospecting, seek to understand client’s business/operating models and also strategies to enable a more effective interaction
  • Work in close collaboration with the investment specialist team as well as with the core teams (Legal, Risk and Performance, Operations, etc.) 
  • Handle and monitor client related requests
  • Coordinate and manage the client onboarding and set up of client commitments for segregated account capabilities and support the administrator for pooled investment requirements
  • Lead on ESG communications for the firm
  • Responsible for supporting the RFP Writer in the completion of RFP’s, DDQ’s and update of consultant databases
  • Prepare (in some cases), and distribute month end and quarter end reporting requirements for pooled clients e.g., portfolio valuations, investment reports, DDQs, attribution, customised materials, etc.
  • Be proactive in making proposals to develop the services and solutions in place for our clients.
  • Contribute and enhance client satisfaction and more generally the experience.

Requirements:

  • Proven experience interacting with institutional clients at another asset manager (at least 5 years)
  • Good experience working across a range of responsibilities post-sales
  • Experience and confidence in writing about ESG
  • Sound knowledge of equities
Company Overview

William Blake Group is a privately-owned recruitment consultancy led by experienced members of the industry. We specialise in partnering with the world’s leading investment managers, placing experienced professionals into roles within Distribution, Finance and Fund Operations. Working in a consultative, client-focused and flexible manner, the team partners with a select group of clients to identify and hire diverse and talented professionals.

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