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About the Role
This role supports the Solutions team in providing investors access to investment funds and strategies. The team focuses on strategy development, client base growth, and managing client relationships.
Responsibilities
- Prepare and maintain sales collateral, presentations, and proposals tailored to client needs across asset classes.
- Provide pipeline support by assisting with CRM updates, tracking leads, and monitoring progress against sales targets.
- Build and maintain Power BI dashboards and reports to provide actionable insights into sales performance and pipeline health.
- Support senior colleagues in marketing efforts and collaborate with compliance teams to ensure regulatory and internal standards are met for all materials.
- Prepare sales/marketing proposals for internal and external use.
- Provide responses to RFPs, pitches, and due diligence processes on investment solutions.
Requirements
- Ability to build strong internal networks within the Investments business.
- Ability to collaborate effectively across teams in a timely and efficient manner.
- Interest in sales/marketing.
- Ability to gain a commercial understanding of the attractiveness of investment solutions relative to the broader market.
- Develop a natural ease and effectiveness when dealing with clients/colleagues at all levels.
- Collaborative team player with the opportunity to learn from industry experts.
- Support junior colleagues across the business.
Skills
- Sales collateral preparation
- Presentation development
- Proposal writing
- CRM updates
- Lead tracking
- Sales target monitoring
- Power BI dashboard creation
- Report building
- Marketing support
- Compliance collaboration
- RFP response
- Pitch preparation
- Due diligence support
Location
- London
Work Type
- Flexible working
Experience Level
- Early career
Education Level
- Support towards professional qualifications (e.g., CFA)
About the Company
- Offers solutions across a full range of listed and private markets, including alternative asset classes.
- Institutional client base includes pension funds, endowments, foundations, and private wealth platforms.
- The Solutions team is a key growth area for the business.