Client Services - Relationship Manager - Investor Relations

London  ‐ Onsite
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Description

Client Services - Relationship Manager - Communications Manager - Investor Relations - Hedge Fund - London - contract 9 - 12 months initial

A leading hedge fund in Mayfair are looking for a Client Services Manager to join them on contract basis. The successful candidate will work closely with multiple facets of the business (Sales, Products, Portfolio Managers, Client Communications etc) to develop and implement Client communication infrastructure through comprehensive responses to RFP, client queries and where required regulatory questionnaires (Alternative Investment Management Association). The successful candidate will get great exposure and gain the experience to move into a more client facing role.

Key responsibilities:
  • Engage and answer queries from all current clients as a point of contact within the hedge fund
  • Assist with CRM Database maintenance - Create and update distribution lists
  • Maintaining the RFP infrastructure (RFP Machine and Alternative Investment Management Association due diligence questionnaires)
  • General RFP questions completed using standard answers from RFP machine
  • Client management tasks such as, client on boarding, update calls, admin and audit tasks, reviewing meetings, due diligence, attending client and investor meetings.
  • Management of cap intro communication
  • Cap intro events, team flow of information and feedback managed
  • Producing/updating Fact sheets and updates for all cap intro events and updates generally
  • communicating and working with sales and client service to maintenance the cap intro relationships
Essential Skills:

- 3-5 years experience working in a Client Services, Investor Relations or relationship management capacity in a financial services institution (preferably Trading or Capital Markets)
- Excellent communication skills
- Experience dealing with senior stakeholders
- Extensive experience in writing or producing and responding to RFPs
- Experience in contributing to an RFP machine

This role is a contracting position for an initial 9-12months contract paying up to £300 a day. Please respond with an up to date CV or forward to anyone that might be interested.
Start date
n.a
From
Theta Partners
Published at
28.07.2015
Project ID:
953807
Contract type
Freelance
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