Sales Support Coordinator

• Support the Directors of the EMEA business development team in all stages of the client journey, including oversight of prospect research through to new client on-boarding.
• Act as the liaison between the Relationship Managers and marketing support teams regarding client requests, new business development (Finals/Request For Proposal/Request For Information, etc.), cash flows and marketing materials
• Assist in the prospecting and targeting of new clients including gathering data on them and monitoring industry publications/news to identify potential investors and new search activity
• Maintain CRM database (Salesforce): ensure all mailing lists, contacts, pipelines, meetings and notes are properly documented and updated
• Know the "ins and outs" of each client relationship; understand and oversee client reporting requirements from a firm perspective
• Manage client fund flows and prospect searches from inception, which includes coordination with client, custodians, consultants and various internal departments
• Collect and communicate portfolio/market information and client background to Relationship Managers in preparation for client/prospect/consultant meetings. (i.e., attribution, presentations, portfolio updates, etc.)
• Facilitate communications amongst all internal teams including marketing, client reporting, distribution, legal, compliance, operations, and trading
• Prepare materials for client meetings and internal management meetings
• Assist in calendar management and meeting coordination
• Manage roadshow coordination with visiting Portfolio Specialists and Investment staff
• Handle all logistics planning and expense processing

Qualifications

• Undergraduate degree and experience working at another financial institution required
• Prior institutional marketing and client service desired
• FCA approved status and/or the ability to become an "approved person" 
• Superior ability to organize priorities and effectively multitask as necessary
• High attention to detail to create error-free work product in all aspects of the job, including marketing materials and client communications
• Strong verbal and written communication skills with the ability to efficiently articulate ideas, pass along information and provide timely responses to clients
• Ability to complete work in a timely manner- healthy "sense of urgency"
• Confidence and ability to communicate effectively with all department heads, including compliance/legal, operations, accounting, trading and marketing
• Demonstrated analytical and problem-solving skills
• A strong work ethic and self-motivated personality
• Desire to contribute to the team, regardless of the type of work or time requirements
• Willingness and ability to identify ways to add value beyond routine job responsibilities
• Ability to anticipate potential scheduling/logistics problems and to plan accordingly
• Ability to use technology and internet efficiently to fulfill research and marketing requests
• Proficiency in MS Office (including Outlook, Word, Excel and PowerPoint) and Adobe Acrobat
• Experience with Salesforce or other CRM a plus