Business Development Exec / Strategic Partnerships / Asset Management / Investment Sales / Sales Support The Company A highly entrepreneurial asset management company that focus on impact investing. The Role • Responsible for due diligence and data requests for larger Strategic Partner clients • Wider business development team due diligence requests • Supporting Head of Strategic Partnerships and Senior SPM on larger SP account management • Supporting Head of SP with Independent Review House due diligence requests and meetings • Supporting execution-only SP account management • Supporting with client events and paid engagement events • Creating, updating and distributing sales compliance literature i.e. KIDs • Lead liaison between internal teams i.e. finance and SP division • Supporting Head of Strategic Partnerships in creation and distribution of communications to clients • Supporting the creation of new content for Manager activity • Supporting internal sales team training • Presenting at sales team meetings • Support for regional business development strategy meetings • Providing comprehensive analytical support i.e. campaign/ sales data/ competitor/ consolidators/ ROI analysis – spotting trends, opportunities and risks • Lead for salesforce management • Attending SP manager activity and industry events as required • Strong attention to detail Skills / Experience • 3 years office experience • Tax-advantaged investment experience would be advantageous Previous sales / business development experience within financial services • Strong analytical and administration skills • Strong attention to detail • Process driven • Proficient using Excel/ Salesforce/ PowerPoint/ Teams skills