William Blake Group
Client Associate
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Job Title
We are partnered with a UK Headquartered Asset Management Firm based in London (West End) to support with a key hire within their client team. We are looking for a recent graduate, ideally somebody who has a good understanding of Global Capital Markets and some experience (internships) within the Asset Management industry.
About the Role
The primary remit of the position is to support client managers and other senior market-facing colleagues on a range of client and commercial-related issues / requests and to process ad hoc queries, as well as to assist with the generation and delivery of regularly scheduled collateral marketing materials.
The job also entails working closely with the team head on ad hoc projects and strategic material relating to commercial efforts. This includes the production of competitor analysis and business trends analysis used by the executive leadership team in order to make informed strategic decisions.
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Key Responsibilities
- Completion of monthly, quarterly and annual due diligence questionnaires.
- Assist in the production of monthly and quarterly client reporting.
- Assist in the creation and maintenance of marketing materials such as presentations and factsheets.
- Produce and maintain relevant commercial data spreadsheets (such as tracking monthly / quarterly asset flows; commercial engagement activity; new business opportunities; etc.)
- Work with the team head on ad hoc strategic commercial projects.
- Assist in the data management and oversight of external third-party databases and collate peer group analysis using platforms such as Nasdaq eVestment.
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Required Skillset
- Good technical skills with system/software including Microsoft Office (particularly Excel) and eVestment
- Basic understanding of global capital markets
- Ability to develop an understanding of the investment management industry, commercial trends of significance and competitive analysis
- Ability to retain confidential information and to exercise professional maturity
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