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Client Business Associate

City of London Temporary £65,000 - £95,000 per year View Job Description
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.
  • RFP and DDQ Specialist position within Global Investment Manager.
  • Looking for AM background who is strong within written content of an RFP role.

About Our Client

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.

Job 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.



The Successful Applicant

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.

What's on 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
Contact
Simon East
Quote job ref
JN-092025-6827474
Phone number
+44 207 645 1419

Job summary

Job function
Banking & Financial Services
Subsector
Portfolio / Fund / Asset Manager
Sector
Financial Services
Location
City of London
Contract type
Temporary
Consultant name
Simon East
Consultant phone
+44 207 645 1419
Job reference
JN-092025-6827474