Consultant Relations

Responsibilities

• Support the development of our relationships with investment consultants and, over time, develop own network
• Respond to ad-hoc consultant requests for data and information, working with a broad network of internal teams to source information
• Maintain records in CRM system (Salesforce) of meeting notes, consultant-led business opportunities, client flows
• Ensure that information is circulated to relevant internal parties ahead of meetings/engagements with investment consultants
• Work with Presentation Team to produce customized/standard slides for manager research meetings
• Create briefing notes for the Investment team ahead of Manager Research meetings
• Participate in our meetings with consultants
• Coordinate meeting follow-up / action points
• Take ownership for regular digital communications to consultants - newsletters and sharing our insights
• Work with Marketing to provide support for written marketing materials (brochures, awards submissions, market updates)
• Build thorough understanding of investment strategies and establish strong relationships with investment teams 

Required Experience

• Minimum 3 years related experience ideally from an Investment Consultant/Asset Management background
• IMC/CFA or other investment industry qualification, desired but not essential
• An ability to build a strong level of knowledge about the firm and strategies being represented, and the ability to articulate these
• Keen interest in financial markets, investing and the institutional investment sector
• Excellent interpersonal and relationship building skills