Client Executive, Investments

Overview

As a junior member of the Credit & Investment Team, you will support investment research, produce reports and market commentaries, and help manage live data for clients. You will learn about financial markets within a supportive, development-focused environment at a leading global issuer. The role blends client-facing insights with rigorous reporting and data handling, contributing to the team’s investment advisory activities. This position offers hands-on growth in a hybrid London setting with strong emphasis on learning and personal development.

Pay / Benefits

• 26 days annual leave
• wellbeing day
• volunteer day
• Parental leave
• Health, wellbeing and lifestyle rewards
• Learning & Development opportunities

Responsibilities

• Draft daily and weekly economic commentaries and market reviews for clients
• Prepare monthly fund monitoring reports across asset classes and coordinate with Relationship Managers
• Create monthly counterparty risk assessments and review bank-related metrics
• Maintain and disseminate the weekly ATS rate sheet from panel banks
• Verify deals for process compliance and data integrity for audit readiness
• Support ATS dealing activities as you gain experience in fixed deposits and related products
• Produce client deal confirmations and monthly accrued interest statements
• Deliver Treasury Management Services for two regulatory bodies in line with their policies
• Generate daily, weekly and monthly management information
• Attend market seminars to deepen understanding of conditions and forecasts
• Provide ad-hoc support to the Credit & Investment team

Key requirements

• Enthusiastic, proactive attitude with an interest in Financial Markets
• Willingness to handle repetitive tasks while remaining motivated
• Curious, questioning mindset focused on process improvement
• Team player with energy and ability to work under guidance or independently
• Strong attention to detail with planning and organisational skills
• Excellent listening skills and openness to feedback
• Strong verbal and written communication skills for relationship-building
• Microsoft Office proficiency, especially Excel (demonstrated via studies or training)

• enthusiastic go-getter
• inquisitive and questioning mindset
• team player with self-motivation
• excellent listening and adaptability to feedback
• Microsoft Excel
• Microsoft Office

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