Location
London, with support provided to European and International teams. Flexible working arrangements are supported and can be discussed during the application process.

Hours
Full Time

Salary
Negotiable

About the Role
As a Sales Associate within the Investment Solutions Growth team, you will be part of the Solutions team focused on helping investors access our best thinking and implementation across investment funds and strategies. You will work alongside Lead Portfolio Specialists and Portfolio Analysts to prepare and maintain sales collateral, presentations, and proposals tailored to client needs across various asset classes. Your responsibilities will include pipeline support through CRM updates, tracking leads, and monitoring sales targets, including building and maintaining Power BI dashboards and reports to provide actionable sales insights. You will support senior colleagues in marketing efforts and collaborate closely with compliance teams to ensure all marketing materials meet regulatory and internal standards before distribution. Additionally, you will assist in preparing sales and marketing proposals, responding to RFPs, pitches, and due diligence processes. This role offers the opportunity to build strong internal networks, collaborate across teams, and develop a commercial understanding of investment solutions relative to the broader market. You will work in a collaborative environment, learning from industry experts and supporting junior colleagues. Professional qualification support, such as the CFA, is available to help you grow your expertise.

Experience
Some relevant experience is preferred but applicants with no prior work experience will also be considered. Experience in investment management producing marketing content, sales aides, or client service is advantageous but not essential.

About you
You are a self-starter who is adaptive, fast-learning, responsive, reliable, extremely well-organized, detail-oriented, and committed to accuracy. Strong communication skills and an exceptional aptitude for following up and following through on assigned tasks are essential. You should have an interest in investments and a desire to deepen your knowledge over time. Experience with MS Office, particularly Excel and PowerPoint, is beneficial. Familiarity with Microsoft Dynamics CRM and proficiency in Power BI for creating sales dashboards is advantageous. An interest in using AI tools to improve workflow and efficiency is a plus.

Qualifications
Degree level education in any discipline is required. Support towards professional qualifications such as the CFA is offered.