Senior Institutional Client Relationship Manager Senior Institutional Client Relationship Manager …

Halsey Keetch
in London, United Kingdom
Permanent, Full time
Last application, 01 Dec 20
Highly competitive
Halsey Keetch
in London, United Kingdom
Permanent, Full time
Last application, 01 Dec 20
Highly competitive
Posted by:
Philip Darling • Head of Asset Management
Posted by:
Philip Darling
Head of Asset Management
Our client is seeking an experienced client relationship professional to join their client team. The team is responsible for providing ‘best-in-class’ client service and communication to a broad range of sophisticated institutional clients. The Firm is a highly successful, and respected independent, specialist, long-only equity investment manager that offers a single investment strategy to institutional clients worldwide, with c.$15bn of AUM across a range of segregated accounts and pooled funds.

Key responsibilities: Working within the Firm’s business management team, the successful candidate will play a key role in providing ‘best-in-class’ relationship management to a broad range of sophisticated institutional clients and assist in the management of the business.

A typical candidate will have extensive proven experience in an institutional asset management company in roles such as product or portfolio specialist, institutional marketing or sales; consultant relationships; and client relationship management.

Key deliverables:

  • Develop strategies and materials to help deepen and strengthen existing client relationships, contribute to client retention, and improve the transparency with which the Firm communicates with clients.
  • Build a solid working knowledge of the Firm and the Franchise portfolios to be able to communicate clearly to the Firm’s clients.
  • Play a key role in the quarterly client letter and semi-annual client webinar production process, including presenting live webinars to clients. Generate materials that discuss investment returns, portfolio changes, business updates, and ad hoc topical content.
  • Organize, schedule, and participate in a regular programme of client and consultant review meetings. This includes hosting meetings, preparing briefing notes and presentations, and documenting meeting notes and follow-ups. In time, this will involve playing a lead role in client/consultant meetings.
  • Manage general ad hoc communications to clients (e.g. investment or regulatory communications). Respond to client queries by email and telephone.
  • Contribute to written investment content, including new position blogs and issues of interest papers.
  • Contribute to the monthly/quarterly/annual client reporting process, including drafting/editing commentaries, reviewing reports, and contributing to other bespoke client-specific reporting.
  • Contribute to the completion of RFPs, RFIs and existing client due diligence questionnaires, as well as the regular update cycle for client presentation templates.
  • Help manage the Firm’s client portal, including the development of content.
  • Play an active role in the governance of the Firm’s pooled funds, including reviewing fund documentation and preparing and presenting reports to the Fund Boards on a quarterly basis.
  • Contribute to the preparation of the quarterly partners’ meeting report.  Update asset, return peer group, client, and pipeline data for presentation to the partners.
  • Contribute to ad hoc projects across the business as needed.
  • Support other functional areas of the business in drafting/reviewing written communication to clients.

Skills required:

Must have:

  • Excellent verbal and written communication skills and attention to detail
  • Excellent teamwork and presentation skills, comfortable presenting to all levels of seniority at institutional clients
  • Good understanding of the asset management industry and experience of working with institutional asset management clients and consultants
  • Strong technical and product knowledge, particularly equity strategies
  • Desire to work in a small firm
  • Flexible approach to help identify solutions for improved efficiency
  • Ability to work under pressure and manage varying demands within a small firm through effective time management
  • Deadline driven and committed to quality
  • Experience of working with complex data sets
  • Proficient with Microsoft Word, Excel and PowerPoint


Preferred but not necessary:

  • Familiarity with institutional consultant community, including databases
  • Familiarity with Global Investment Performance Standards (GIPS®)
  • Familiarity with FactSet, Bloomberg, etc.
  • CFA or IMC qualification
  • Experience of working with a CRM system (MS Dynamics)
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