Senior Associate - Investment Solutions

For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry – partnering with institutional investors, investment funds and asset managers.  We work with our clients to help build, support, and protect investment structures and strategies worldwide.

Our success depends upon our ability to attract and retain the best, most diverse talent and provide our employees with a broad spectrum of professional development opportunities. Our workplace environment is an inclusive one, where employees can be themselves, reach their full potential and drive business results.

Summary of the role:

Waystone is looking to hire a Senior Associate to take on a client relationship management role within the Investment Solutions business, the active asset raising division of Waystone. Working with the senior management team, the Senior Associate – Investment Solutions will be charged with the responsibility of managing, servicing and building relationships with both investors and investment managers. This will provide this individual with exposure to many areas of a highly motivated fund sales team including functions such as investor relations, marketing, events, business management and team co-ordination. The role will see you working within a dynamic team but with the ability to take ownership of your work and make a meaningful difference to the team and relationships with stakeholders.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Client relationship management:

Investment Managers: To work closely with our investment manager partners to meet mutual asset raising objectives. This will include, but not limited to, roadshow co-ordination, marketing material delivery, investor requests/meeting coordination, marketing initiatives and sales team activity reporting.

Investors: To support and build relationships with investor clients. This will include responding to investor requests and servicing of clients in a timely and effective manner.

The role will require relationship building and support to all stakeholders: investment managers, investors and the Sales team.

Investor Relations:

Country registration and passporting

Distribution platform set ups and relationship building with regional platforms.

Develop knowledge of the distribution platform network.

Data dissemination and knowledge of key databases.

Co-ordinating & delivering investor due diligence requests.

Enhance RFP processes and information banks to make processes more efficient.

Build and update marketing materials.

Co-ordinate and implement distribution agreements.

Support investor rebate implementation.

Work closely with internal business units to respond to queries and build personal knowledge.

Marketing, Events & PR

Enhance marketing campaigns and marketing materials for the team and work on creating new content across traditional and digital marketing media.

Build and manage physical and virtual events for the team.

Share PR ideas and suggest publications to consider.

Brainstorm new marketing angles for our business and funds. This will include developing knowledge on underlying investment strategies, investment managers expertise and their peer group.

To conduct data analysis on marketing campaigns and identify areas of improvement and success.

Business management, team co-ordination and reporting

Work on collecting and compiling Sales team asset raising data for the Board and team reports.

Track fund flows and clients across our suite of funds.

Identify and improve current processes and build out robust processes.

Work closely and become an integral member of a dynamic Sales team.

REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Waystone has an open and inclusive culture, and we encourage candidates from varied backgrounds and experiences to apply.

Education:

Strong academic background including a Degree in Finance/Business/Economics or related field.

Minimum B.A. degree from a reputable institution, preferably within a finance-focused curriculum.

Experience:

3 - 5 years’ experience in working with clients and with exposure to alternative UCITS and AIFs, ideally within an Investor Relations or Client Relations team for an asset manager or fund service provider.

Excellent oral and written communication skills in English.

High level of attention to detail.

The ability to work to deadlines.

Collaboration with colleagues across geographic and functional boundaries.

An ability to combine an understanding of local markets within the wider business & regulatory context.

High levels of personal integrity and client service.

Self-motivation and confidence.

Solid computer skills, particularly in Salesforce or a similar CRM system, Excel and PowerPoint.