Investor Relations Analyst

Fulcrum Asset Management LLP.; Greater London; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A financial services firm in Greater London is seeking a candidate to support its Investor Relations and Business Development teams. The role involves managing data, liaising between teams, and ensuring accuracy in reporting. Ideal candidates will have 1-2 years in financial services, strong attention to detail, and proficiency in Microsoft Excel and PowerPoint. The company offers a generous benefits package, including subsidised lunches and flexible working practices.

Benefits

Subsidised lunches

Competitive pension plan

Hybrid working practices

Private GP and healthcare

Professional development options

Clubs and wellness activities

Qualifications

• 1-2 years of experience in financial services.
• Strong attention to detail and accuracy with numbers.
• Strong organisational skills and ability to manage multiple priorities.

Responsibilities

• Assisting the team with ongoing updates of firmwide data and fund collateral.
• Liaising between the GCG team and other teams within the business.
• Coordinating completion of investor and prospect firmwide questionnaires.
• Organising and maintaining the RFP database.
• Responding to data requests from clients and auditors.
• Maintaining the firm’s CRM system for accuracy.
• Supporting Business Development team with meeting preparation.
• Assisting with month-end and quarterly reporting.
• Ensuring accuracy and consistency of data across reporting platforms.
• Identifying and improving workflows and inefficiencies.
• Ensuring adherence to internal and regulatory requirements.

Skills

Attention to detail

Organisational skills

Initiative

Proficiency in Microsoft Excel

Proficiency in Microsoft PowerPoint

Experience with CRM systems

Job description

Overview

The successful candidate will support Fulcrum’s Investor Relations and Business Development teams to provide a high-quality service and communication between the firm and its clients and prospects. The Global Client Group collaborates closely with other internal teams within the business to source and provide information in an accurate and timely manner.

Responsibilities

• Assisting the team with ongoing updates of firmwide data and fund collateral to specific deadlines
• Liaising between the GCG team and other teams within the business, such as operations, compliance, risk and investment
• Coordinating completion of investor and prospect firmwide & product specific questionnaires
• Responsibility for organisation and hygiene of RFP database
• Supporting the team in responding to internal and external data requests from clients, prospects, data providers and auditors
• Ongoing maintenance of the firm’s CRM system to ensure records are clean and accurate
• Supporting the Business Development team with meeting preparation, logging client meeting notes and any relevant follow up required. This will include supporting the Business Development team with updating client details, meeting notes and report preferences on the CRM system
• Assisting the team with intra-month, month-end and quarterly generic and bespoke reporting
• Ensuring accuracy and consistency of data across reporting platforms and databases
• Ability to identify and improve workflows and inefficiencies
• Ensuring adherence to internal policies and external regulatory requirements

Key qualifications

• 1-2 years’ experience in financial services
• Strong attention to detail and accuracy with numbers
• Strong organisational skills and ability to manage multiple priorities at once
• A self-starter who can show initiative and be confident in asking questions and seeking solutions
• Proficiency in Microsoft applications, especially Excel and PowerPoint – experience with CRM and other reporting systems a plus

What we offer

We care about your financial, physical and emotional well-being, and have created a generous and comprehensive, yet flexible benefits offering for all employees. This includes subsidised lunches, a competitive pension plan, hybrid and flexible working practices, private GP and healthcare, professional development options, clubs and wellness activities during working hours, and accommodating support for working parents.

We strive to ensure that opportunities to work and develop at Fulcrum are open to all. We believe in the potential of everyone, regardless of age, disability, gender identity, race, ethnicity, religion, sexual orientation, socio-economic background, or any other specific characteristic. We are committed to conscious inclusion that facilitates a culture of belonging. We believe the more diverse and inclusive we are, the better we become.

About Fulcrum

Our Company

Hear the latest from us.

Sign up to receive our latest macro insights and news.

Fulcrum Asset Management LLP uses the contact information you provide to get in touch with you about products, services, and relevant updates. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

If you are interested in receiving regular updates on our funds specifically, please visit our Fund Centre to sign up directly.