Institutional Investor Services Manager

Recruiter
Taylor James Resourcing
Location
London, UK
Salary
Competitive
Posted
20 Aug 2019
Closes
31 Aug 2019
Ref
1236867157
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Global Investment Managers are looking for Client Investor Services Manager to provide portfolio managers, clients and their consultants with high quality service and reporting.

There is a key emphasis in this role on the reporting financial data to clients.

Based in the West End, London in a large Real Estate Asset Management firm, this position provides an opportunity to be a key member of a growing team which strives to deliver a best-in-class client experience. It is a pan-European role involving products run out of multiple European offices.

Duties & Responsibilities
  • Drafting & producing an allocation of investor reports
  • Conducting client analysis to support fundraising/client retention/business MI
  • Support Business Development team in producing and completing RFPs/DDQs and Pitch books
  • Onboarding investors in accordance with established procedures, coordinating with third-party administrators where applicable
  • Acting as the primary point of contact for a sub-set of existing investors, ensuring investors' needs are met and that service levels are monitored and maintained
  • Liaising with third-party administrators and internal teams to provide responses to recurring and ad-hoc data requests
  • Organizing and hosting investor meetings both in office and offsite
  • Participating in prospective investor due diligence visits, as required
  • Facilitating Investor Advisory Committee meetings
  • In addition, participate in a variety of projects and process improvement initiatives, partnering with colleagues from offices across different regions, as required.
ABOUT YOU:
  • Minimum of 5 years of experience in client services, investor relations or related function within or supporting the investment management industry; real estate experience preferred
  • Excellent writing and project management skills
  • Confident in front of investors; able to understand their needs and manage expectations
  • Discretion required in handling highly sensitive and confidential information
  • Bachelor's degree required
  • French or German language a plus

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