Sales Support Analyst, Strategic Equity

The business is a specialist alternative asset manager providing funds, direct investments and tailored investment solutions, including co-investment across a range of highly differentiated alternative investment strategies.
Expertise includes strategic public, private equity (private assets), timber, renewable energy, housing and infrastructure. They aim to deliver sustainable financial returns and are committed to building long-term partnerships with clients to help them achieve their financial goals.
From a standing start a decade ago, through a combination of acquisitions and organic growth, the business has grown exponentially, with assets under management now at c.£5 billion, providing a strong and scalable platform from which to continue to grow. The team is delivering on its objectives and now has c.180 employees across it's UK offices.

Description

Role Objective
An exciting role in a fast-growing specialist alternative investment manager. The candidate will be required to provide sales support to all funds in Strategic Equity team, including sales and shareholder activity, updating relevant systems, assistance with preparing RFPs/DDQs.

Key Responsibilities / Accountabilities

Public Equity
• Ensure shareholder information and data including but not limited to fund holdings and contact details is up to date and accurately recorded in SAM by liaising with Financial Clarity and the platforms.
• First point of contact for all platforms for general activity including onboarding new platforms as required
• Providing monthly inflow and outflow data for all funds to sales team as required.
• Ownership of preparation of RFP/DDQ's
• Ensuring RFP database is kept up to date
• Running sales activity and pipeline reports directly from SAM.
• Ownership of NDA process including ensuring NDAs are authorised by line manager and sent to the legal team and the divisional log maintained
• Collate infornation and data for monthly IFA presentations/factsheets alongside finance/marketing team
• Be part of public equity IFA events (at least one a quarter)
• Be part of and help to organise public equity roadshows (2/3 per quarter)

Private Equity (VCTs)
• Ensure IFA/Wealth manager contact details are up to date and accurately recorded in SAM
• Ownership of preparation of RFP/DDQ's
• Ensuring RFP database is kept up to date
• Collate infornation and data for IFA presentations/factsheets alongside finance team
• Coordinate VCT reviews when fundraising (Tax Efficient Review/Micap/SJP/Allenbridge)
• IFA support (point of contact for questions)

Profile

Skills & Experience, Sales Support Analyst, Strategic Equity:

>Must have previous experience of ownership of preparation of RFP/DDQ's (non negotiable)
> Operations experience in a previous roles would be ideal
> Platform relationship management exposure
> Ideally sound technical knowledge of the Funds or VCT management
>Strong interest in the growth of the funds under management
>Excellent verbal and written communication skills
>Ability to work independently

This role would suit a candidate that is already in a Sales Support role, working for a busy team and has the ambition to be promoted internally to FO or a Sales role.

The team is vibrant and outgoing so a quiet, shy person will not be suited.

Job Offer

Sales Support Analyst, Strategic Equity

Permanent role

£50k + 25-30% bonus

City of London location

Financial Services institution specialising in FUM.