A highly prestigious global investment bank is currently seeking an experienced Client Services Analyst for a fast growing, highly successful offering.
The role comprises different elements:
Co-ordinate Due Diligence meeting
Confirm agenda Create presentation documents Internal briefing meeting Follow up the outcome of DD meeting.
Creation of RFP/DDQ on global basis
Bespoke and Standard for flagship strategies Follow up RFP/DDQ feedback.
Set up Investor calls
Confirm logistics (engage provider and iron out all details) Co-ordinate presentations
Website update
Ensure local websites are up to date with the latest NAV and performance.
Contact Dan Toms at Morgan McKinley for more information on 02075577262
