Investor Relations Product Management Trainee

Company Overview

BSP-Alcentra is an international expert in credit management, private credit and structured credit strategies and one of the largest global credit and private debt managers. As of 31st May 2025, the combined platform manages $78 billion in assets under management (AUM) and has expertise in Senior Secured Loans, Direct Lending, Structured Credit, Special Situations, High Yield Bonds, Multi-Strategy Credit, and Commercial Real Estate. The global team totals 498, with 167 investment professionals.

BSP-Alcentra is a wholly owned subsidiary of Franklin Resources, Inc. that, together with its various subsidiaries, operates as Franklin Templeton.

Position Summary

We are seeking a detail-oriented and process-focused individual to join our Investor Relations team. The role will be diverse but will involve all the items covered below:

• Client Record Management - Maintenance of accurate client records for the shareholder register, portal, IntraLinks and internal investor page. Ensure records correctly setup at the point of onboarding and periodic review. Ensure, at the point of offboarding, client record is removed from applicable reports, lists and logins.
• Client Servicing - The day-to-day servicing of investors and consultants, responding to inbound requests and coordinating responses across the business, ensuring accurate information is provided in a professional and timely manner.
• Events, AGMs, LPACs - Planning, management and coordination for external investor and fund-related events.
• Investor Audits - Manage investor level audit process, coordinating with relevant teams across the business to complete swiftly and accurately.
• IR Inbox - Triage inbound communications to the IR Inbox, assigning to the relevant person to answer. Tracking and monitoring inbound to completeness.
• Marketing Communications- Managing the communication of marketing materials and firmwide investor comms out to external parties and capture of relevant responses (e.g. using Stoneshot).
• New Money, Transfers & Redemptions - Manage the E2E process for subscriptions to ALC funds, transfers between funds and redemption requests and Allfunds. Ensure corresponding investment records are setup in Salesforce and Sales Support notified.
• Onboarding/ offboarding - Manage the E2E onboarding/offboarding process for investors, working with internal and external stakeholders to ensure details are added/removed and updated from relevant lists /systems / website access etc. to make it a fast & efficient process.
• Sales Support - Supporting Sales team with fundraising activities, undertaking market & investor analysis, ensuring regular & relevant comms updates, preparing for meetings, following up on investor actions and carrying out other activities additive to the fundraising process.
• Salesforce Investor Data - Proactive maintenance of investor information in Salesforce (SF) to ensure it is accurate & up to date. Working with Sales and the SF team, managing data clean-up as required. Ensure records correctly setup (Accounts, Contacts, Preferences, Relationships etc) when onboarding, reviewed regularly and updated when offboarding.
• Shareholder Register - Performing regular data reconciliations and support for Portfolio Analytics to create monthly ALC Shareholder Register. To also include provision of correct data to Fishtank where closes occur. Ensure records correctly setup at the point of onboarding and ensure relevant changes made at the point of offboarding.
• Website/Investor Portal Management - Updating fund information, shareholders and email address. Adding new access recipients. Updating distribution list for reports. Assist in ad hoc design requests.

Candidate Profile

The successful candidate will possess the following:

• Bachelor's degree required, in a STEM subject or Economics
• Demonstrated interest in asset management/financial services/credit would be valued
• Fluent English, excellent written and verbal communication skills required. Additional languages a plus.
• Process-focused: ability to follow established procedures and workflows to ensure efficient operations
• Attention to detail: high focus on accuracy and precision in all tasks and communications
• Customer-focused: commitment to providing excellent service to investors and stakeholders
• Interest in/comfort with technology: proficiency in manipulating data via Excel and building out slides in Powerpoint
• Product knowledge: Some understanding of credit would be a positive or previous experience in a different asset class would also be valued. An ability and eagerness to develop knowledge with respect to BSP Alcentra’s sub-investment grade credit strategies and wider business is essential.
• Self-sufficiency: Ability to show initiative, manage processes and deliver output independently once trained. Logical problem-solving skills highly valued.
• Ability to maintain a positive work atmosphere by communicating effectively with colleagues across the business.
• Ability to multi-task and prioritise numerous projects and tight deadlines
• Highly professional, organized, accurate and extremely detail oriented
• Adaptable, team player able to work on multiple projects and meet deadlines in a collegial, high performance, global environment

Opportunity

This role offers the successful candidate the rare opportunity to join a collaborative and well-regarded, top performing investment firm, working with a progressive group of people who are experts in their field. This is an opportunity to be part of the firm’s continued growth.