Senior Analyst - Business Development, Institutional Client Services
Role Overview
Join the UK Institutional Business Development team in London as an analyst or senior analyst supporting institutional client servicing and coordination.
The team owns relationships with institutional clients across multiple private-markets asset classes; the role supports growing client-service and coordination needs.
Key Skills for This Role
Full Job Posting
Position overview
Join the UK Institutional Business Development team in London as an analyst or senior analyst supporting institutional client servicing and coordination.
The team owns relationships with institutional clients across multiple private-markets asset classes; the role supports growing client-service and coordination needs.
Client servicing and coordination
- Coordinate inbound client requests across investment, product, and internal teams, and manage stakeholders, deadlines, and deliverables through completion.
- Follow up for timely internal responses and review materials before they are shared with clients.
- Support client relationships, meeting follow-ups, relationship maintenance, and requested materials.
- Prepare materials for client meetings, quarterly reviews, presentations, and other relationship activities.
Business development and reporting
- Support RFP responses and written client materials with subject-matter experts.
- Assist with SPAR data checking and client reporting or information requests, focusing on accuracy and consistency.
- Conduct market mapping and research, build familiarity with client accounts, and support consistent servicing across asset classes.
- Coordinate deliverables with investment teams, product specialists, and internal stakeholders; own projects and identify process improvements.
Education and experience
- Approximately 2–5 years of relevant professional experience.
- Experience in asset management, a buy-side environment, private markets, or a related investment firm, and in client servicing, relationship management, business development support, investment support, or product specialist support.
- Private-markets exposure and institutional-client experience are preferred; deep specialist expertise is not required.
- A bachelor's degree is preferred, with flexibility on educational background.
Skills and tools
- Strong proficiency in Microsoft Excel, PowerPoint, Outlook, and Word.
- Salesforce or similar CRM experience is beneficial but not essential.
- Strong organisation, project coordination, attention to detail, communication, client-service orientation, ownership, and collaboration.
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