My client is a scaling FinTech that provides best in class investment technology platform and investment administration services for large, UK institutional investors. We are currently looking for a new member of their small Client Relations team. This is a perfect first step into Investment Management and will give a thorough grounding in investment platform technology, with specific responsibility for the production, accuracy and analysis of client reporting.
Working closely with the team lead, the Client Relations Analyst will take a proactive role in providing first-class support to institutional pension schemes and their professional advisors. Tasks will include:
*Assist with the end-to-end production process for client reports that includes fund factsheets, quarterly fund performance, transaction costs and ESG.
*Support clients with day-to-day administration enquiries, both by email and telephone
*Escalate queries when necessary to relevant internal team, and coordinate their response to client
*Undertake project work as required
The team focus on delivering high standards of client service, and this role will ensure that data integrity not only meets client expectations, but also evolves to keep pace with client needs and market developments – so a healthy interest in technology, innovation and process improvement will be invaluable!
The successful applicant will:
*Have the ability to process, interpret and analyse large volumes of data quickly and accurately.
*Demonstrable skills and experience with Microsoft Excel (advanced Excel skills highly beneficial), Word and Outlook
*Deal confidently and professionally with management, other key business stakeholders and external investment fund managers
*Be able to manage increasing levels of responsibilities, deadlines and relationships, both internally and externally
*Have a problem-solving and inquisitive nature
*Possess excellent communications skills both written & verbal, and inter-personal
This is a fantastic opportunity and we’re looking for either a recent Grad looking for their first step into investments, or someone with some previous investment or Pensions experience who understands the importance of, and thrives in, a collaborative team environment. Ideally, you will have experience of working directly with clients, but a proactive attitude and genuine willingness to learn and grow will be the most important attributes you can bring to the role.
On offer is a basic salary of £29,000 to £38,000 dependent on relevant experience, plus bonus and benefits (Private Medical Insurance, Life Cover, 25 days holiday etc.) and the opportunity to work within a collaborative and sociable office environment. Career prospects are good and the company are happy to support study towards relevant professional qualifications such as Investment Operations Certificate and Investment Management Certificate.