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Sales support - investor relations

London
Investor
Posted: 1 January
Offer description

Description Overview Join Schroders Greencoat’s Capital Raising and Investor Relations team to support all aspects of capital raising, investor relations, and market analysis. The Analyst will play a key role in successful fundraising execution and client management across the firm’s products, working from our London headquarters, serving clients and partners globally. Key Responsibilities Investor Pipeline Management Maintain investor pipelines and the CRM system for all Schroders Greencoat products. Ensure data integrity and up-to-date records of investor engagement. Prepare management information, board reports, and capital raising updates. Investor Relations Support regular client reporting and handle ad-hoc client requests. Assist with the sales process and manage due diligence procedures to facilitate client commitments. Support onboarding of external stakeholders and new clients. Prospecting Participate in identifying and pursuing global business opportunities, focusing on institutional (pension funds, consultants, insurers, banks, sovereign wealth funds, family offices) and private wealth markets (private banks, wealth managers, foundations). Undertake research on new investors, market trends, competitor activity, and industry developments using multiple data sources. Marketing Materials Draft and update pitchbooks, investor presentations, due diligence questionnaires (DDQs), requests for proposals (RFPs), and other marketing materials. Events Provide support in planning and delivering investor-related Greencoat and industry events, including the Schroders Greencoat Annual Investment Meeting and wider sector forums. Product Strategy Contribute to product development, incorporating client feedback and market insights. Maintain an understanding of the alternative investment landscape. Candidate Profile Minimum 1–2 years’ experience in investment banking, advisory, or private asset investment management. Strong written and verbal communication skills. Comfortable with analysing large data sets; highly proficient in Excel, PowerPoint, and CRM tools (such as Salesforce). Excellent attention to detail with the ability to manage multiple deadlines. Desire to work in a fast-paced, collaborative, in-person environment. Strong interpersonal and relationship-building capability. Demonstrated interest in fundraising, sales, and product development. Schroders Greencoat is committed to building an inclusive team and encourages candidates from all backgrounds to apply. Should you require adjustments during the recruitment process, please notify us.

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