Job Overview
As an Associate, you'll support the delivery of high-quality client service by managing communications, maintaining detailed reports, and assisting with a variety of distribution activities.
Responsibilities
* Managing the full client reporting cycle - from creation to distribution
* Responding to client queries via phone and email in a timely and professional manner
* Identifying client needs and opportunities to enhance service delivery
* Supporting the Head of Distribution in producing Consumer Duty reporting
* Completing due diligence questionnaires (DDQs) and requests for proposals (RFPs)
This is an excellent opportunity for a recent graduate with internship experience in asset management or professional services, or for someone in the early stages of their career who's eager to develop within a leading investment business.
We're looking for someone with strong communication skills, attention to detail, and the confidence to engage effectively with both clients and colleagues.
Qualifications
* Up to 3 years of relevant experience in asset management or professional services
* Proficiency in Microsoft Office, with a willingness to learn tools such as InDesign, HubSpot, Morningstar, FactSet, Thinkfolio, and Bloomberg Terminal
* Excellent attention to detail, particularly when reviewing and proofreading investment-related materials
* A proactive, organised, and deadline-driven approach
* The ability to work both independently and collaboratively within a team
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