Consultant Relations

Recruiter
William Blake Group
Location
London, United Kingdom
Salary
Competitive + Bonus
Posted
12 Feb 2021
Closes
14 Mar 2021
Ref
10189957
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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

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