Client Relations Associate (Italian Speaker) - 12m FTC
Job Profile Summary:
A 12-month contract providing Associate-level support as part of the Global Client Relations team, working in close collaboration with the Italian Sales Team. The role can be based in either the London or Pfäffikon office. This role offers the opportunity to develop expertise across alternative asset classes within a globally recognised asset manager, with the potential for a permanent position upon successful completion of the contract.
Specific Responsibilities
• Serve as a dedicated point of contact for all day-to-day client inquiries
• Maintain CRM system with client records, activity and pipeline and coordinate all ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly review packs
• Support the Italian team as required on all projects impacting existing client base and work with various internal stakeholders on strategic initiatives to improve the overall efficiency of the team
• Manage client onboarding process by providing support and direction for complex investor transactions
• Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences and client update calls
• Deliver customized, standardized and ad-hoc reporting to our Italian client base
• Direct ongoing client subscription and redemption process ensuring flows are
communicated in a timely and accurate manner
• Organize and implement new commercial agreements and the ongoing maintenance of these agreements (Intermediary, Rebate, Platform, Custody agreements, etc.)
• Coordinate client restriction list implementation, trade error notification and side letter attestation process in conjunction with Man Compliance team
Technical Competencies
• Fluency in Italian
• Interest across the spectrum of active alternative asset classes, including both
systematic and discretionary public equity and fixed income (long-only and hedge funds), managed futures and private credit
• Bachelor's degree with 2+ years of experience in client relations, client services, investor relations, or investment operations at a financial services firm (e.g. wealth manager, asset manager, or hedge fund)
• Awareness of AIFMD, MiFID II, and local Italian regulatory requirements
• Studying for, or interest in studying towards CFA or CAIA qualifications
• Familiarity with AI tools and a curiosity to leverage emerging technologies to
enhance client servicing, reporting and operational efficiency
• Excellent organization and time management skills to succeed in a high-pressure and fast-paced environment
• Ability to develop strong-working relationships with clients, prospects and with
individuals at all levels of the Man organization
• Microsoft skills (PowerPoint, Word and Excel). Familiarity with Salesforce a plus