Client Team Analyst

We are now seeking to appoint a client team analyst for our client team in London , initially working with our colleagues in Client Servicing.

The Client Services team is central to the functioning of our business; in summary, the team is responsible for growing and maintaining Record’s institutional client base. Together the team (a) prepares proposals for prospective clients; (b) responds to enquiries from our existing clients; (c) develops marketing presentations for prospective and clients.

The successful candidate will be ready to quickly build up a broad understanding of our business through intensive training and coaching, so enjoying fast-paced and challenging work is crucial. The opportunities to develop a thorough understanding of how an investment management company functions are wide-ranging because the Client Services team has extensive interaction with all other teams in the business as well as with our clients. You can expect to develop an understanding of teams including Investment Strategy, Research, Portfolio Implementation, Trading, Reporting, and Risk, as a wide and detailed understanding of what we do is essential for shaping our communication with clients.

There are opportunities to develop a future career path both in sales and client servicing and the opportunity to join client and prospective calls and meetings at an early stage.

Record Financial Group:

Record is a leading specialist currency and asset manager with $106.06 billion (as at 30 September 2024) in Assets Under Management Equivalent. Record’s services include currency management, sustainable finance, and asset management. Our clients are largely institutions, including pension funds, charities, foundations, endowments, and family offices.

Record’s offices are in London and Windsor in the UK, Zürich, New York, Amsterdam, and Düsseldorf. The relevant team are based in the London office.

Position: Analyst

Department: Client Team

Location: London based

Role: Full time (37.5 hours per week). Tuesdays, Wednesdays and Thursdays in the London office

Key areas of responsibility and activities:
*Initial drafting of Request for Proposal (RfP) documents, which will include collation of data and information and liaising with various internal departments
*Screening, researching, providing information about prospective clients
*Preparation of presentations in advance of meetings, and meeting the requirements of senior stakeholders
*Support the client follow up process, including taking responsibility for collating and writing information and materials to be sent to the prospect or client
*Accessing and providing investment data from systems and other departments to obtain information as requested by a client or prospect or their advisers
*Build and develop strong relationships with the other Client Services Analysts, Client Team Directors and all other internal departments such as Portfolio Management, Investment Strategy and Research.


Requirements:
*Strong writing , research, and analysis skills; ideally experience of conducting independent research
*Comfortable interpreting numerical data and quick to understand complex concepts
*Excellent communication and interpersonal skills, works well in a team
*Problem-solving skills and an ability to manage projects
*Excellent attention to detail
*Confident in using MS Office including Excel and Powerpoint
*University degree from STEM, social sciences or the humanities
*The successful candidate may have graduated in the last two years.



Benefits:

*Bonus scheme - paid twice a year (usually November & June)

*Pension - defined contribution scheme: 11% employer contribution plus may elect for additional personal contributions. Some cash flexibility allowed
*Study support for further qualifications. Full support and training from the company and the team
*Private medical (BUPA) employee cover - option to purchase cover for partner and family
*Dental insurance - employee cover and option to purchase cover for partner and family
*Life insurance
*Permanent health insurance
*Medical health assessments
*Ride2Work cycle scheme
*Salary sacrifice car scheme
*Train travel season ticket loan
*Subsidised gym membership
*Share Incentive Plan (SIP) with Record matching

*20 Days minimum holiday, discretional additional holiday may be taken



Equal Opportunities Statement

Record is proud to be an Equal Opportunities Employer. For our employees to reach their full potential they need to feel valued, included and respected. This is the culture that Record works towards and, as part of this, we celebrate individual differences and aim to promote a sense of belonging.

Disability Confident

As a Disability Confident employer, we have an inclusive recruitment process and will hire anyone from any background. Where there are barriers to applying, we are committed to discussing options with you to make the process more accessible and provide reasonable adjustments.