The Opportunity:

Mayar Capital is driven by a commitment to delivering exceptional investment opportunities through our responsible equity strategies. Our Sales and Client Relations Team plays a pivotal role, building and maintaining robust relationships with institutional asset owners, intermediaries, and direct clients. We prioritize a client-centric approach, striving to add value that goes beyond pure investment returns.

As our Sales and Client Relations Analyst, you'll work in close partnership with the Head of Sales and Client Relations. Your data-driven insights and reporting will supercharge our marketing and sales initiatives, amplifying distribution efforts and delivering an outstanding client experience every step of the way.

Sales Support

• Report to and support the Head of Sales and Client Relations
  
• Be first point of contact for investors and potential investors, dealing with the requests, answering questions and providing them with requested material and liaise with the investment team, where applicable.
• Prospecting and proactive outreach to potential professional and institutional clients via email, phone, and LinkedIn. and in-person meetings, across private banking/wealth management, fund of funds, pensions sector, IFAs and financial advisory.
• Updating sales pipeline and following up with leads at all point in the marketing funnel.
• Attend industry events.
• Supporting role in advance key distribution project, such as platforming, ETF, initiations with investment consultants.
• Lead role in preparing and project managing the production of RFPs and responding to DDQs.
• Maintain and update external fund databases on a monthly, quarterly, and ad hoc basis.

Client Relations

• Lead and schedule regular catch-up calls with clients, answering and resolving any queries they may have regarding their account, the Fund, or Mayar processes.
• Liaise and work with all third-party providers. This may include procurement and initial onboarding work with service providers who enhance the mandatory UCITS framework, e.g. investor platforms.
• Lead and manage all individual investor onboarding including coordinating document requests with the fund administrator and maintaining a high-level of internal records. This involves having a solid overview of key documentation requirements before sharing with the admin.
• Schedule, coordinate and manage investor meetings and calls, roadshows, and other events including managing all logistics.
• Maintain internal communications records and the customer relationship management system.
• Help prepare investor reports and send them to investors.
• Work closely with other teams within the company.
• Marketing & Public Relations:
  • Reactive: Be first point of contact for public relations (e.g. journalists).
  • Proactive: Drafting press releases and on-message by-lined articles on behalf of senior leadership, maintain coverage tracker, media relationships and global media list, keeping alert to potential media opportunities for commentary etc.
• Exploit and enhance CRM functionality for the benefit of the team and clients, including automation.
• Ensure all marketing communications are in line with industry regulations, completing relevant documentation.
• Take a leading role in the production, dissemination and update to all marketing materials, social media, website, data room, and other investor communications.
• Manage social media accounts and posts on company website.
• Lead role in the execution of and direction of bespoke, commercial, and brand-aligned visual and written content on owned marketing channels, including blogs, paid/organic social media and email marketing, reporting on performance and optimising for audience preferences.

Qualifications

• Minimum 2 years Financial Services experience in client-facing or Sales & Marketing roles
• Experience in Institutional Sales and RFPs preferred
• Excellent people skills.
• Strong verbal and written communications skills.
• Attention to details and an eye for design.
• Willingness to learn and grow within the organisation
• Strong IT skills. Experience working in customer relationship management portals preferred.
• Confidentiality and discretion.
• Ability to work independently without supervision and as part of a team.
• Strong organisational and time management skills.
• Responsibility, integrity, and professionalism.

Pay & Benefits

• Full Time
• Working 4 days per week from our office in London and 1 day from home
• Salary: GBP 40,000 – 50,000 + Bonus
• Life insurance, Critical illness cover, Income protection, Private health insurance, plus other benefits