You will be joining a highly successful team and have a wide range of responsibilities. Your job will be to make sure the Directors can be out seeing consultants as much as possible. As the backbone, they will rely on you to create structure internally and ensure smooth collaboration with the broader global team.
Consultant relationships are vital to my client's business growth and ongoing success as most institutional clients rely on consultants for investment decisions. The team is responsible for generating new business as well as managing existing relationships so you will be doing the internal support for both.
Being a junior role within the team you will need to be willing to learn and develop at a reasonable pace whilst having a high level of intellectual curiosity. You will need to understand that the role has an operational element to it for the short to medium term.
Some responsibilities will include:
Working with marketing, reporting and client servicing teams to assist with preparation for presentations
Making sure all follow ups are completed
Putting pitch books together
Assisting with all client communications and follow ups
Answering any queries (internal and external)
Research and competitor analysis
You need an understanding of investment consultants and their influence in the UK
Strong understanding of investments
Excellent written and verbal communication
Strong with excel, word and powerpoint
This is an excellent role for someone who is looking to get their foot in the door with a reputable global firm. Although you won't be out seeing clients initially, you will have access to multiple business areas and get a highly comprehensive understanding of the business and different long-term opportunities available.