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

Apply