About the Client
Our client is a UK-based investment management firm offering a broad range of multi-asset and regional investment solutions. With a focus on institutional allocators, they deliver tailored strategies through a small, agile team committed to excellence and innovation.

Roles/Responsibilities

• Identify and qualify new institutional prospects through market mapping and leveraging industry contacts

• Build and maintain a deep understanding of the firm’s investment strategies and performance metrics

• Support asset flows via recommended lists, model portfolios, ratings, and MPS frameworks

• Maintain and deepen client relationships to enhance retention and wallet share

• Manage institutional due diligence, including RFPs, DDQs, and database updates

• Keep CRM systems accurately updated to reflect interactions and pipeline activity

• Support sales efforts through event planning, content creation, and client engagement initiatives

• Collaborate with internal teams to ensure smooth delivery of client-focused distribution activities

Qualifications

• Approximately 5 years of experience in investment management or related fields

• Familiarity with institutional sales or sales support functions within asset management

• Excellent communication skills with the ability to engage senior institutional stakeholders

• Strong organizational skills and the ability to manage multiple priorities under tight deadlines

• Proactive and collaborative mindset with the adaptability to thrive in a small, entrepreneurial team

Benefits

• Competitive compensation package

• Hybrid working model with flexibility

• Exposure to a wide range of investment strategies and institutional client types

• Opportunities for career growth and development

• Collaborative and supportive team environment

If you’re ready to take the next step in institutional business development, apply now to explore this exciting opportunity.