Client Servicing and Marketing Analyst

Independent Alternatives Investment Managers; Johannesburg; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Independent Alternatives Investment Managers, a Sandton-based asset manager, seeks a Client Servicing and Marketing Analyst to support institutional, intermediary and retail client relationships. You will coordinate client communications, onboarding, reporting and investor communications with cross-functional teams.

Applicants should have 3–5 years in asset management or financial services marketing, a Bachelor's degree in Finance or related field, and strong CRM and MS Office skills.

Qualifications

• Experience completing DDQs, RFPs or RFIs; Dasseti experience is advantageous.
• Practical experience with HubSpot CRM, including data maintenance and reporting.
• Good understanding of hedge funds, long-only funds, institutional investing and asset management.
• Strong MS Office skills, especially PowerPoint, Word and Excel.
• Excellent written and verbal communication and high attention to detail.

Responsibilities

• Provide responsive, high-quality support to existing and prospective clients.
• Coordinate onboarding, reporting, meetings and investor communications.
• Complete and coordinate DDQs, RFPs and RFIs, including Dasseti submissions.
• Maintain client, prospect and opportunity data in HubSpot CRM.
• Coordinate factsheets, pitch books, newsletters and investment commentary.
• Support marketing content, website, social media and content calendar.

Skills

Client servicing

Communication

Attention to detail

Organisational skills

Deadline management

Education

Bachelor’s degree in Finance, Investments, Economics, Business Science, Commerce, Marketing, Communications or related field

Progress toward CFA, CAIA, CA or relevant postgraduate qualification advantageous

Tools

HubSpot

Dasseti platform

Job description

Location : Sandton, Johannesburg, Republic of South Africa (Onsite)

Company Overview:

Independent Alternatives Investment Managers is a specialist, majority black-owned and owner-managed asset manager offering domestic hedge funds and long-only funds. We regard investors as partners and follow a quantitative investment philosophy focused on preserving and growing the real value of clients’ assets while maintaining reasonable levels of risk.

The Role:

The Client Servicing and Marketing Analyst will support the firm’s institutional, intermediary and retail client relationships while coordinating client communications, marketing activities, due diligence submissions and CRM administration. The role works closely with Business Development, Portfolio Management, Operations, Risk, Compliance and Finance to ensure information is accurate, current, professional and delivered on time.

You will:

• Provide responsive, high-quality support to existing and prospective clients.
• Coordinate client onboarding, reporting, meetings, presentations and investor communications.
• Complete and coordinate DDQs, RFPs and RFIs, including submissions through the Dasseti platform.
• Maintain accurate client, prospect and opportunity data in HubSpot CRM.
• Coordinate factsheets, pitch books, newsletters, digital content and other approved marketing material.

Key Responsibilities:

Client Servicing and Reporting:

• Act as a key point of contact for institutional investors, wealth managers, intermediaries and other clients.
• Coordinate onboarding, client reviews, due diligence visits, webinars, meeting packs and follow-up actions.
• Manage the distribution of factsheets, performance reports, newsletters and investment updates.
• Respond to client requests and coordinate input from relevant internal stakeholders.
• Maintain complete client records, contact details, preferences and interaction histories.

Due Diligence, RFPs and Consultant Relations:

• Complete and coordinate DDQs through the Dasseti due diligence questionnaire platform.
• Source and validate information with Portfolio Management, Operations, Risk, Compliance and Finance.
• Maintain an approved response library, supporting documents, policies and standard company information.
• Track deadlines, outstanding inputs, approvals and follow-up requirements.

CRM Management:

• Maintain accurate client, prospect, intermediary and consultant data in HubSpot.
• Capture meetings, communications, opportunities, pipeline activity and follow-up actions.
• Support data quality reviews, segmentation, workflows, dashboards, campaign tracking and management reporting.

Marketing and Business Development Support:

• Coordinate factsheets, pitch books, presentations, product brochures, newsletters and investment commentary.
• Assist with website and social media content, digital campaigns and the marketing content calendar.
• Ensure consistent branding and that all client-facing material is current, accurate and appropriately approved.
• Support client events, conferences, webinars and roadshows, including invitations, logistics and follow-up.
• Prepare proposals, meeting packs, prospect research and sales or client servicing reports.

What We’re Looking For:

Experience:

3–5 years’ relevant experience in asset management, hedge funds, investment consulting, institutional client servicing, business development support or financial services marketing.

Education:

Bachelor’s degree in Finance, Investments, Economics, Business Science, Commerce, Marketing, Communications or a related field. Progress towards CFA, CAIA, CA or a relevant postgraduate qualification is advantageous.

Skills and Knowledge:

• Experience completing DDQs, RFPs or RFIs; Dasseti experience is advantageous.
• Practical experience with HubSpot or other relevant CRM, including data maintenance and reporting.
• Good understanding of hedge funds, long-only funds, institutional investing and asset management.
• Strong Microsoft Office skills, particularly PowerPoint, Word and Excel.
• Excellent written and verbal communication, exceptional attention to detail and strong organisational skills.
• A proactive, collaborative and client-focused approach, with the ability to manage multiple deadlines.

Independent Alternatives Investment Managers is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.