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Sales Support - Investor Relations
Schroders UK
- London, England, United Kingdom
- London, England, United Kingdom
About
Key Responsibilities Investor Pipeline Management
Maintain investor pipelines and the CRM system for all Schroders Greencoat products.
Ensure data integrity and up-to-date records of investor engagement.
Prepare management information, board reports, and capital raising updates.
Investor Relations
Support regular client reporting and handle ad-hoc client requests.
Assist with the sales process and manage due diligence procedures to facilitate client commitments.
Support onboarding of external stakeholders and new clients.
Prospecting
Participate in identifying and pursuing global business opportunities, focusing on institutional (pension funds, consultants, insurers, banks, sovereign wealth funds, family offices) and private wealth markets (private banks, wealth managers, foundations).
Undertake research on new investors, market trends, competitor activity, and industry developments using multiple data sources.
Marketing Materials
Draft and update pitchbooks, investor presentations, due diligence questionnaires (DDQs), requests for proposals (RFPs), and other marketing materials.
Events
Provide support in planning and delivering investor-related Greencoat and industry events, including the Schroders Greencoat Annual Investment Meeting and wider sector forums.
Product Strategy
Contribute to product development, incorporating client feedback and market insights.
Maintain an understanding of the alternative investment landscape.
Candidate Profile
Minimum 1–2 years’ experience in investment banking, advisory, or private asset investment management.
Strong written and verbal communication skills.
Comfortable with analysing large data sets; highly proficient in Excel, PowerPoint, and CRM tools (such as Salesforce).
Excellent attention to detail with the ability to manage multiple deadlines.
Desire to work in a fast-paced, collaborative, in-person environment.
Strong interpersonal and relationship-building capability.
Demonstrated interest in fundraising, sales, and product development.
Schroders Greencoat is committed to building an inclusive team and encourages candidates from all backgrounds to apply. Should you require adjustments during the recruitment process, please notify us.
About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Job Info
Job Identification 935
Job Category Business Development & Client Services
Posting Date 12/29/2025, 02:27 PM
Apply Before 01/23/2026, 12:00 AM
Locations 1 London Wall Place, London, EC2Y 5AU, GB
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Languages
- English
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