Sales Support- Hedge Fund

Mason Blake Limited; Greater London; On-site; GBP 50,000 - 80,000; Full time

Job summary

Mason Blake Limited, a London-based FCA-authorised alternative investment manager, is seeking an Investor Relations & Sales Support professional. You will own investor servicing, fundraising support and communications, collaborating closely with the CIO, COO and investment team.

You will coordinate responses to queries, deliver investor engagement programs, manage pitchbooks and data-room materials, and support campaigns to diversify the investor base.

Qualifications

• Strong investor relations, client servicing or sales support experience within a regulated asset management environment.
• Experience managing institutional and operational due diligence processes.
• Familiarity with fund structures, liquidity terms and fee arrangements across hedge funds, UCITS and closed-ended vehicles.
• Exposure to credit, fixed income or distressed and special situations strategies is highly desirable.
• Numerate, able to read a return series and attribution file and spot inconsistencies.
• Advanced Excel and PowerPoint, plus CRM experience (Dynamics 365, Preqin, With Intelligence, Bloomberg or similar campaign platforms).
• Knowledge of the FCA financial promotions regime and AIFMD marketing rules.
• Excellent written and verbal communication, with high standards of accuracy, discretion and attention to detail.
• Comfortable in an entrepreneurial, high-accountability environment and confident working with senior investment professionals.

Responsibilities

• Act as the principal contact for existing investors and key prospects, coordinating accurate, approved responses to queries and due diligence requests.
• Deliver a structured investor-engagement programme, including performance and redemption monitoring, regular updates and quarterly meetings.
• Own pitchbooks, factsheets, tear sheets, investor letters, DDQs and data-room materials, keeping messaging consistent across all of them.
• Support fundraising campaigns, roadshows and conferences, and help diversify the investor base by geography, investor type and capital duration.
• Manage investor onboarding, side letter records and capital call and distribution processes.
• Maintain CRM and pipeline reporting, and manage relationships with placement agents and consultants.
• Work with Compliance to ensure all communications meet FCA and financial promotion requirements.

Skills

Investor relations

Client servicing

Sales support

Due diligence

Communication

Numeracy

Excel

PowerPoint

Tools

Dynamics 365

Preqin

With Intelligence

Bloomberg

Job description

I'm recruiting for an established, FCA-authorised alternative investment manager in London, specialising in credit and special situations. They're looking for an Investor Relations & Sales Support professional to own investor servicing, fundraising support and investor communications, working closely with the CIO, COO and investment team.

The role

• Act as the principal contact for existing investors and key prospects, coordinating accurate, approved responses to queries and due diligence requests
• Deliver a structured investor-engagement programme, including performance and redemption monitoring, regular updates and quarterly meetings
• Own pitchbooks, factsheets, tear sheets, investor letters, DDQs and data-room materials, keeping messaging consistent across all of them
• Support fundraising campaigns, roadshows and conferences, and help diversify the investor base by geography, investor type and capital duration
• Manage investor onboarding, side letter records and capital call and distribution processes
• Maintain CRM and pipeline reporting, and manage relationships with placement agents and consultants
• Work with Compliance to ensure all communications meet FCA and financial promotion requirements

About you

• Strong investor relations, client servicing or sales support experience within a regulated asset management environment
• Experience managing institutional and operational due diligence processes
• Familiarity with fund structures, liquidity terms and fee arrangements across hedge fund, UCITS and closed-ended vehicles
• Exposure to credit, fixed income or distressed and special situations strategies is highly desirable
• Numerate, able to read a return series and attribution file and spot inconsistencies
• Advanced Excel and PowerPoint, plus CRM experience (Dynamics 365, Preqin, With Intelligence, Bloomberg or similar campaign platforms)
• Knowledge of the FCA financial promotions regime and AIFMD marketing rules
• Excellent written and verbal communication, with high standards of accuracy, discretion and attention to detail
• Comfortable in an entrepreneurial, high-accountability environment and confident working with senior investment professionals

Please note:

this employer is unable to offer visa sponsorship. Applicants must already have the right to work in the UK.