Client Relationship Specialist- FSG

Position: Client Relationship SpecialistDivision: Global Investment BankingLocation: LondonReports to: Head of European Investment Banking, Investment Banker – Managing Director, Senior Client Relationship Specialist (Europe)Key Tasks:Business Development Tasks:Acting in a business development capacity to facilitate relationships with private equity clients including attending meetings, following up on communications around acquisition targets, equity research pieces and Baird conferencesIdea generation – to continuously review and improve how GIB can add value for our sponsor clients through our BD and marketing practicesMaintenance and development of pipeline documents cross sector and geographyProactively develop and prepare in-depth, analytical marketing materials, with minimal supervision, including research reports and tailored pipeline documents for origination purposes when meeting with PE firmsIn conjunction with the M&A Research effort, supporting the creation of PE focused thought leadership content and reports including half yearly activity reports and the marketing of that contentSupport new business generation by reviewing sponsor coverage to identify transaction opportunities e.g. lower tier sponsors who we could be spending more time with and creating thematic pieces to get in front of client clustersActive research on client portfolios, movements of assets between portfolios and senior stakeholders within private equity firms (using Pitchbook, MM, unquote etc.)CRS TasksMaintenance of sponsor related databases, including SalesforcePreparation of information packages to be utilised during client meetingsSupport the investment banking teams throughout the marketing and pitch process by providing information to support the initial drafts of pitch and marketing materials, in particular sponsor profiles, for the FSG banker and industry teams to reviewMaintenance and tracking / following up on targets, internally and externallyMarketing / conference reach out on behalf of the FSG MDs.Key competencies and skills:Business CompetenciesPursuit of excellenceCustomer awarenessContribution to corporate successSupports compliance culturePersonal SkillsExcellent verbal and written communication skillsStrong client service skillsStrong attention to detailExcellent organisational skillsAbility to thrive within a dynamic and challenging environmentEffective time management skillsIT SkillsAdvance MS OfficeQualifications/ExperienceEducated to degree levelSome previous experience in a financial services or professional services organisationGood knowledge of financial accounting and databases, preferably SalesforceDuring your employment, you must comply with the FCA rules and guidance including but not limited to the FCA’s Conduct Rules.#DI#LI-TA1
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