Graduate, Financial Services - Asset Management, West End

ZipRecruiter; London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading financial services firm is seeking a Graduate for the role of Fund Marketing & Sales Support Analyst in London. The candidate will support sales and marketing efforts through content production, CRM management, and coordination of investor communications while starting a career in asset management. This position offers a competitive salary, professional development support, and an opportunity to grow into a client-facing sales role.

Benefits

Professional qualifications support

Hands-on exposure to marketing and sales

Cutting-edge tech

Qualifications

• Must demonstrate curiosity about financial markets and asset management.
• Some experience in finance, placement or otherwise is needed.
• Strong detail orientation and motivation to learn.

Responsibilities

• Act as a link between Sales and Marketing teams.
• Prepare factsheets and fund data summaries.
• Coordinate investor communications and manage CRM systems.

Skills

Communication

Organisational Skills

Tech-savvy

Team Player

Education

Recent Graduate

Tools

CRM Systems

Job description

Job Description

Graduate, Financial Services - Asset Management, West End

£35,000 + bonus + benefits

In-Office | Immediate Start |

Are you a bright, ambitious graduate with a strong interest in finance, a tech-savvy mindset, and a real desire to grow within a fast-paced, dynamic environment?

We’re looking for a standout graduate who is a great team player, collaborative, detail-obsessed, and ready to kick-start a long-term career in fund marketing and sales within asset management.

About the Role:

Join an award-winning third-party fund marketing and capital-raising firm, based in the West End - a boutique business with an impressive global client base of international fund managers and European institutional investors.

As a Fund Marketing & Sales Support Analyst, you'll play a pivotal role supporting both the Marketing and Sales Directors. From producing content and managing CRM systems to co-ordinating roadshows and analysing investor engagement, you'll be central to the team's operations. This is not just a job - it's a launchpad to a future client-facing sales role, with full training and support for professional qualifications along the way.

What You'll Do:

• Act as a key link between Sales and Marketing teams
• Prepare factsheets, media content and fund data summaries
• Coordinate investor communications and monthly newsletters
• Manage CRM systems and sales pipeline reports
• Support roadshow planning, logistics and investor follow-ups
• Liaise with global fund managers on material and events
• Manage the RFP and DDQ process
• Explore how tech and AI can enhance our marketing and sales functions

Who You Are:

• A recent graduate with some experience in finance (, placement or otherwise)
• Exceptionally motivated, eager to learn and proactive
• Tech-savvy and excited about applying tech including AI in finance
• A real team player who thrives in a collaborative environment
• Detail-orientated with strong communication and organisational skills
• Curious about financial markets and passionate about asset management - you must be able to demonstrate this at the first stage of the process!

Why Join?

• Be part of a close-knit, entrepreneurial and forward-thinking team
• Gain hands-on exposure to both marketing and sales in finance
• Path to a future sales role within the firm
• Support with qualifications and ongoing development
• Stunning offices near St. James’s Park with cutting-edge tech