Business Manager - Client Affairs
£55000 - £65000 + Bonus + Benefits
City of London


They are a specialist investment management firm that manages over £12 billion on behalf of private clients, institutions, family offices and intermediaries from the UK and overseas. With over 175 employees, they have a leading reputation in thematic investment and long-term income and dividend growth across multi-asset mandates

You will work closely with the COO for Client Affairs to ensure day-to-day issues, projects and strategy implementation are coordinated and executed effectively.

First Line of Defence for Client Affairs

  • You will act as the first line of defence for client affairs assisting the COO Client Affairs by monitoring any 'alerts' arising in the proprietary investment management system

Coordinator on execution of projects

  • Business Analyst on ad hoc projects such as PC fee implementation project, CRM tool
  • Coordinator on projects to ensure tasks get completed and momentum maintained
  • Liaison on cross-firm projects, e.g. MIFID2, GDPR, system enhancements

Support as required on BAU issues and strategic analysis

  • Support the COO Client Affairs on coordinating, managing and resolving BAU issues as they
  • Provide business analysis skills and coordination on ad hoc strategic work and long term planning
  • Provide analysis and resolution of ad-hoc operational issues, e.g. from writing process improvement specifications to
  • Successful procurement of new and relevant MI measures

Represent Client Affairs, or deputise for the COO Client Affairs

  • Attend various management committees of the firm including Operations Committee, Client Suitability Committee, Conflicts Management Group, Risk Committee, Client Affairs Administration meeting, IT Priority Board

To be considered for this role you must meet the following criteria:

  • In-depth understanding of Investment Management front to back processes;
  • Confident in dealing with all levels of management, a multi-tasker, a good communicator, ability to work on own as well as in a
  • Experience of clear ownership of issues and projects including successful delivery, with focus on completing tasks including faster / more automated processes
  • Proactive in looking for improvement opportunities and issues and resolving them
  • Ability to articulate complex points and abstract concepts concisely and clearly
  • Experience of managing third party providers
  • Able to prioritise work, meet tight deadlines and be flexible/adaptable to changing requirements
  • Naturally inquisitive and always keen to innovate new solutions, products and
  • Both a strategic thinker as well as pragmatic in execution and getting the job
  • Credible with colleagues and external counterparties and experience of managing third party providers
  • Advanced in MS Office suite of products particularly Excel
  • IMC or other investment qualification is Successful delivery of key projects as defined
  • Positive cultural impact on working environment
  • Accurate and punctual completion of tasks