Institutional Solutions Analyst

Green Recruitment Company; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

Green Recruitment Company in London is seeking an Analyst to join the Institutional Solutions team. The role focuses on supporting institutional client solutions, fundraising, and marketing initiatives within an investment management setting.

You will build and refine fund marketing materials, coordinate with investment, sales and marketing teams, and ensure CRM data is accurate and delivered on time. A1-3 years of relevant experience is typical for this position.

Qualifications

• Analyst-level experience in asset management or similar financial services.
• Strong PowerPoint and presentation-building skills.
• Experience with CRM systems.
• Exposure to fund marketing collateral and investor materials.
• Excellent organisation and project-management skills.
• Proactive, hands-on can-do attitude with ability to manage multiple workstreams.
• Experience in infrastructure, energy or credit sectors is a plus.
• 1-3 years of experience.

Responsibilities

• Support delivery and project management of institutional initiatives across the business.
• Create and maintain fund marketing materials, presentations, and pitch decks.
• Coordinate input from investment, sales, marketing and other internal teams.
• Manage and maintain information across CRM systems.
• Support institutional fundraising and client-related projects.
• Help ensure materials, data and messaging are accurate, consistent and delivered on time.

Skills

Asset management

PowerPoint skills

CRM systems

Fund marketing collateral

Project management

Organisational skills

Can-do attitude

Infra/energy/credit sector knowledge

Tools

CRM systems

Job description

We’re working with an established UK investment manager looking to add an Analyst to its Institutional Solutions team in London.

This is a broad, project-driven role sitting at the intersection of institutional client solutions, fundraising, marketing and internal stakeholder management. The successful candidate will support a range of projects designed to strengthen the firm’s institutional offering and how its investment strategies are positioned to the market.

The role will involve:

• Supporting the delivery and project management of institutional initiatives across the business

• Creating and maintaining fund marketing materials, presentations and pitch decks

• Coordinating input from investment, sales, marketing and other internal teams

• Managing and maintaining information across CRM systems

• Supporting institutional fundraising and client-related projects

• Helping ensure materials, data and messaging are accurate, consistent and delivered on time

What we're looking for:

• Analyst-level experience within asset management, investment management, private markets or a similar financial-services environment

• Strong PowerPoint and presentation-building skills

• Experience working with CRM systems

• Exposure to fund marketing collateral, investor materials or institutional client content

• Excellent organisation and project-management skills

• A proactive, hands-on can-do attitude and the ability to manage multiple workstreams

• Experience on the infrastructure, energy or credit sector would be a plus

• 1-3 years of experience

This could suit someone currently working within Investor Relations, Institutional Sales Support, Client Solutions, Product, Fund Marketing or Capital Formation who wants a broader role with strong exposure across an investment business.