Client Associate

Hire Resolve; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A boutique hedge fund is looking for a proactive Client Associate to support Business Development. The role includes creating investment materials, managing client communications, and attending client meetings. Candidates should have a Bachelor's degree in Commerce or Finance and over 5 years of experience in investment roles. Skills in Microsoft Office and strong communication are essential. This position offers career development opportunities within the asset management industry.

Qualifications

• 5+ years of experience in investment-related roles or business development.
• Ability to manage client queries professionally.
• Understanding of investment performance and strategies.

Responsibilities

• Develop investment proposals and presentations.
• Handle client queries and provide accurate information.
• Assist with due diligence and prepare materials for meetings.
• Oversee the creation and review of client-facing materials.
• Coordinate and distribute client reports.
• Occasionally attend client meetings to present business content.
• Manage specific projects for business development efficiency.
• Conduct monthly and quarterly reporting.

Skills

Strong communication skills

Project Management

Client focus

Numerical skills

Education

Bachelor's degree in Commerce or Finance

Tools

Microsoft Office Suite

Job description

CLIENT ASSOCIATE – INVESTMENTS – JHB

Hire Resolve is seeking a proactive and detail-oriented Client Associate to support the Business Development function at our client's boutique hedge fund asset management firm. This role involves creating investment materials, managing client communications, and contributing to the firm's growth.

The ideal candidate will have strong communication skills, a passion for investments, and the ability to work in a collaborative team environment.>

KEY RESPONSIBILITIES

• Investment Content Creation: Develop investment proposals, presentations, brochures, questionnaires, surveys and capability documents.
• Client Communication: Handle client queries professionally and provide clear, accurate information about our funds and investment strategies.
• Due Diligence Support: Assist with due diligence processes and prepare relevant materials for client meetings.
• Content Review: Oversee the creation and review of client-facing materials, ensuring they are accurate and high-quality.
• Report Management: Coordinate, review, and distribute monthly factsheets and quarterly reports to clients.
• Client Meetings: Occasionally attend client meetings, presenting relevant business content as needed.
• Project Management: Manage specific projects to enhance the efficiency of business development processes.
• ESG: Monthly and Quarterly reporting and analysis.

QUALIFICATIONS & EXPERIENCE

• Bachelor's degree in Commerce, Finance, or a related field.
• 5+ years of experience in investment-related roles or business development.
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
• Strong written and verbal communication skills.
• A passion for investments and understanding of investment performance and strategies.

KEY COMPETENCIES

• Investment Knowledge: Understanding of the firm's investment strategies and performance communication.
• Client Focus: Ability to manage client queries and maintain professional relationships.
• Report Management: Experience with coordinating and distributing client reports.
• Project Management: Ability to manage multiple tasks and projects efficiently.
• Teamwork: Collaborative mindset with the ability to work across different functions.
• Numerical Skills: Strong numerical and analytical skills to interpret investment data and performance metrics effectively.

OPPORTUNITY FOR GROWTH

This role provides significant exposure to business development and client management within a boutique hedge fund. It offers opportunities for career development and growth in the asset management industry.

Should you comply with the minimum requirements listed, please send your CV to [e-mail]. You can also visit our website or connect with Lidene Pienaar via LinkedIn. Should you not hear back within 3-5 working days, please deem your application as unsuccessful.

We will notify you should a better suited opportunity match your profile that you can apply for.