Client Business Associate

The Client Business Associate will play a pivotal role in owning RFP and DDQ responses. Based in London, this role focuses on ensuring smooth operational support and effective communication with clients.

Client Details

This position is with a well-established, medium-sized organisation in the Investment Management sector. Known for its commitment to excellence in Investment Management, the company values expertise and professionalism in its workforce.

Description

• Analyse, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information.
• Preparing and completing RFPs, RFIs, DDQs, this involves working closely with subject matter experts from all business areas.
• Maintain a centralised content library for frequently used responses and ensure timely updates to reflect changes in the firm's strategies, processes, and policies.
• Create and manage key client materials such as presentation slides, client due diligence questionnaires, and investment summaries.
• Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.
• Build relationships and work closely with other global client and operations teams and business units to effectively service our clients.

Profile

A successful Client Business Associate should have:

• Undergraduate degree with a proven track record of academic achievement and continuous improvement.
• 5+ years of experience working on DDQs and RFPs in the financial services industry with a track record of success.
• Professional designation such as CFA, CIPM, ACA, ACCA, or equivalent is preferred but not required.
• Able to work in a stand alone role and hit the ground running.

Job Offer

• Competitive salary ranging from 65000 to 95000 per annum, depending on experience.
• Fixed-term contract offering stability and a clear scope of work.
• Opportunity to work in the heart of London within the financial services industry.
• Exposure to a professional and collaborative work environment.
• Potential for career growth within the banking and financial services department.
• Hybrid working pattern