Job Description
Key Responsibilities
Client Communication & Product Support
- Support responses to client queries regarding portfolio positioning, performance attribution, and market outlook.
- Help with developing client-facing materials including pitch books, marketing presentations, and investment updates.
- Assist in preparing materials for investor meetings and due diligence processes.
- Work with client teams to ensure accurate and timely responses to sophisticated client questions.
Content Creation & Written Communications
- Prepare monthly fund commentaries and investment narratives for diverse client audiences.
- Support creation of marketing materials, case studies, and thought leadership content.
- Assist in developing product documentation, fact sheets, and investment strategy explanations.
- Draft client correspondence and specialised investment reports under supervision.
Wider Team Support
- Update and distribute portfolio and performance dashboards for the team.
- Support the ESG activities of the team, including engagement follow‑ups and preparing case studies.
- Help integrate ESG considerations into client communications and reporting.
Cross-Functional Collaboration & Operations
- Act as first point of contact with client teams on client requests and materials.
- Coordinate with Risk, Performance, RFP and Data teams to ensure timely and accurate reporting and data flow.
- Work with other parts of the organisation to ensure data, systems and information flow is timely and correct.
Candidate Criteria – Required
- Excellent quantitative and analytical skills with a solid understanding of fixed income markets.
- Strong interpersonal, written, and verbal communication skills, with the ability to translate complex concepts for different audiences.
- Exceptional attention to detail and accuracy.
- A collaborative team player with the ability to work effectively in a group setting and across different teams.
- Demonstrates intellectual humility and respect for others, with openness to feedback.
- Established reputation for building trust through consistent delivery, transparent communication, and reliable follow-through with stakeholders at all levels.
- Proactive mindset with forward‑thinking abilities to anticipate challenges and opportunities.
- Ability to perform well under pressure and manage multiple priorities and deadlines effectively.
- Proven ability to handle confidential information with the utmost discretion and professionalism.
- A genuine interest in financial markets and a clear desire to build a career in the front office.
- Advanced proficiency in Microsoft Excel, PowerPoint and data visualisation tools for data analysis, reporting, and creating compelling client presentations.
Candidate Criteria – Preferred
- Enrolment in or successful completion of CFA Level I.
- Basic knowledge of fixed income market concepts/principles, such as duration, yield to maturity, spread and other basic fixed income metrics.
- Some familiarity and understanding of the institutional asset management client landscape, including concepts such as investment objectives, risk tolerance and return requirements.
- Demonstrated experience creating presentation materials and content for client or senior executive meetings.
- Experience automating or streamlining data processes to improve efficiency in reporting and analysis.
- Familiarity with Python or other programming languages.
- Fluency in additional languages relevant to emerging markets.
Job Skills
- Agile Methodology
- Business Data Analysis
- Business Process Modeling
- Commercial Acumen
- Communication
- Critical Thinking
- Decision Making
- Group Problem Solving
- Interpersonal Relationship Management
- Requirements Analysis
Additional Job Details
- Address: 100 BISHOPSGATE: LONDON
- City: London
- Country: United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Contract (Fixed Term)
- Pay Type: Salaried
- Posted Date: 2026-07-02
- Application Deadline: 2026-07-23
- Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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