Placement
About The Role
Purpose
To co-ordinate and support the Investment Solutions team in servicing and managing strategic relationships with internal and external clients, as well as assisting with Business Development opportunities once passed over to the Investment Solutions Team.
It is important to note that while the role will be exposed to all elements of the portfolio management process, it is not one that would be directly involved in investment decision-making. The focus will be on client engagement, internal/external communication, portfolio analysis and some operational aspects of 7IM’s fund and model business. The role would be an ideal stepping stone for someone wanting to develop an investment/business-focused career in the asset management space.
Some experience is beneficial but more important is a can-do attitude, a focus on being organised and willingness to learn quickly, amidst a busy timetable of planned actions in a dynamic workplace.
Responsibilities
Client Service
- Be the first point of contact for internal and external client queries, and build relationships with both parties.
- Create and compile high-quality review packs for strategic partners.
- Draft / Review bespoke client commentaries and thought-pieces.
- Work with the wider Investment Solutions team to onboard new clients.
- Develop / Prepare reporting for key partners.
- Produce analysis to help key partners win / retain new business.
Sales
- Support new business meetings, conduct portfolio analysis and draw up investment proposals.
- Be involved in producing high-quality client-facing content, in order to distinguish 7IM from peers.
- Engage with the Investment Strategy Team to enable understanding of investment views and consistency of message.
Investment Operations Support
- Support the onboarding of propositions on new third-party platforms.
- Provide ongoing assistance to ensure efficient delivery of portfolios through the MPS service.
- Help develop the operational process to ensure consistent delivery of good client outcomes.
Compliance & Conduct
- Complete all CPD requirements.
- Take responsibility for updating CRM activity for the Investment Solutions Team.
Skills
Strong assertiveness and tenacity combined with diplomacy and sensitivity to build and maintain good relationships with key strategic partners across the company.
- Planning and time management skills to most effectively allocate own time and others.
- Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, continually improving working practices.
- Resilience to manage conflicting priorities and demands, ambiguity, high workload, rejection, and other sources of pressure.
- Accuracy, thoroughness and attention to detail to maintain the highest levels of service to 7IM’s intermediaries and advisors.
- Team-working combined with individual initiative, creativity, and self-sufficiency to remain effective in the face of rapid change and a lean and efficient management and resource structure.
- Personal development focus, taking responsibility for driving both personal and professional development to maximise effectiveness in this demanding role, and to grow with the role, and beyond.
- Written skills, to clearly, concisely and thoroughly present information to clients.
- Numeracy skills to understand, process and check a range of data.
Knowledge
- A demonstrable interest in the investment management industry.
- Some experience in product strategy, development, and management.
- Experience with the use of MS Office, particularly Excel.
Qualifications
- Technical graduate level degree, or studying towards as part of a year in industry programme.
- Professional qualifications in relation to the role such as IMC desirable, or a willingness to work towards.
More Details
Locations
London
