Institutional Client Account Executive (Analyst/Associate), Macquarie Asset Management, London

Macquarie Group
London, United Kingdom
08 May 2022
19 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Join our Macquarie Asset Management Public Investments (MAM PI) EMEA Institutional Client Account Management team in our London office, in a Client Service and Sales Support position, to support the future growth of our UK and EMEA business across both Institutional and Wholesale/Intermediary clients.

You will be the dedicated central point of contact for primarily existing MAM PI UK clients and will work closely with Relationship Managers (RMs) on all aspects of prospect and client relationships, whilst being the liaison between the client and Macquarie.

You will build strong relationships with key internal stakeholders and teams, and you will be the first point of escalation on service delivery issues and opportunities to ensure clients' needs are met.

In addition, your responsibilities will require you to:
  • Act as dedicated central point of contact for existing MAM PI UK clients and prospects
  • Work closely with RMs on all aspects of client and prospect relationships
  • Act as liaison between client and the firm
  • Be first point of escalation for clients and key internal teams on service delivery issues and opportunities
  • Build strong relationships with key internal departments to guarantee clients' needs are met
  • Handle all client requests and queries
  • Provide regular reporting to clients, consultants and prospects
  • Provide effective pre- and post-sales support working closely with RMs, Products Specialists and other investment stakeholders

Own vast majority of client servicing and many sales support activities including:
  • Coordination and oversight of client take-ons and transition of assets
  • Support institutional and wholesale distributor on-boarding process
  • Liaise with legal and various parties regarding client IMAs, distribution agreements, rebate agreements, NDAs
  • Proactive ownership and coordination of complex client related queries and projects requiring input from various internal parties
  • Scheduling, coordinating and attending where applicable review meetings and calls with clients alongside RMs
  • Coordination of RFPs, RFIs, platform and due diligence questionnaires between relevant internal parties and supporting RMs in reviewing RFPs
  • Assisting in follow ups from new business and client meetings
  • Provision of requested information and marketing materials
  • Take part in client meetings and assist in planning and organising conferences and events where necessary to support sales activities

Your experience of 2 to 3 years in asset management client services and your understanding of UK and EMEA markets, channels, client types and needs will be vital in this role.

Your hands on experience of onboarding new clients and your proven ability to take the initiative to solve complex client queries, escalate issues and collaborate with internal stakeholders is important in this role.

Your strong prioritisation skills, being able to deliver within tight timelines, your effectiveness in planning and ensuring quality output will be essential in this role. You will have excellent written and oral communication skills, and be a highly motivated, proactive, and resilient individual.

You will demonstrate sound business judgement and possess strong interpersonal skills which will give you the ability to liaise with stakeholders at all levels.

Finally, you will be degree-educated or similar and fluent in English. Any other European languages would be a bonus in particular German, French and/or Italian.

About Macquarie Asset Management

Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage more than $A735.5 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate, and transportation finance.

Our commitment to Diversity, Equity and Inclusion

The diversity of our people is one of our greatest strengths. An inclusive and equitable workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.

As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief.

Joining Macquarie means you'll be able to work in a way that suits you best. With the right technology, support and resources, our people can work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.

Similar jobs

Similar jobs

  • You need to sign in to save