Client Service Associate, Sustainability focused Asset Manager, London Client Service Associate, Sustainability focused  …

Non-disclosed
in Longton, England, United Kingdom
Permanent, Full time
Last application, 23 Nov 20
£competitive
Non-disclosed
in Longton, England, United Kingdom
Permanent, Full time
Last application, 23 Nov 20
£competitive
Our client is global leader in sustainability/ ESG investing. They are looking for someone with a passion for sustainability to join their growing investor relations team. Specifically, the role will focus on supporting complex, institutional, segregated mandates/separately managed accounts.

Responsibilities

  • Build and maintain relationships with key institutional clients
  • Be the point of contact or client requests and queries 
  • assist with the production of bespoke portfolio reporting for institutional  clients.
  • assist with onboarding of new segregated accounts
  • Work with internal teams to articulate the firms investment philosophies  
  • Assist with client review meetings/calls  and other  face - to face client interactions
  • Work closely with portfolio managers and portfolio specialists
  • Support in the completion of RFP’s/DDQs
  • Manage CRM system

Requirements 

  • Undergraduate degree (min 2.1)
  • 5-7 years' experience in a similar institutional client service role 
  • IMC or similar industry qualification  
  • Interest in sustainability 
  • Fluency in English and additional European language (French preferred) 
  • Excellent Microsoft office skills (PowerPoint/Excel/Word)
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