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Client Associate - Sustainable Investing

Employer
Leverton Search
Location
London, United Kingdom
Salary
£60,000
Closing date
Nov 12, 2021

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Key responsibilities:
  • Working personally with the Client Directors collating portfolio and marketing information
  • Being a primary point of contact for Sales providing full administrative support
  • Contribute to the development of close working relationship with the platforms and providers
  • Support in the production of compliant client communication
  • Developing analysis on competitors, prospect and marketing analysis
  • Providing ad hoc support to the wider team

Personal Attributes:
  • Degree level education (2:1 or above)
  • IMC or CFA level 1
  • 2 years' experience in investment management
  • Strong working knowledge of Microsoft office
  • Passion for sustainable investing
  • Strong interpersonal skills both face-to-face and on the telephone

An enthusiastic team player

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