LOCATION: Edinburgh, UK TIME TYPE: Full time job requisition idR20044338
Job Description Summary In collaboration with sales and other product specialists, responsible for identifying third-party capital sources to support the firm’s growth strategy by targeting, establishing and solidifying relationships with a view to raise and retain capital with existing and potential real assets investors and their advisors. Build deep and strong client relationships, identifying client needs and representing those needs within the Aegon organization. Product specialists will serve as deeply knowledgeable proxies for portfolio managers providing expert-to-expert counsel to clients on topics specific to the investment platform.Job Description
Assist the Head of Global Client Strategy build and lead a team of product specialists to effectively implement a platform strategy for the function.
Create, implement and sustain the operating rhythm and infrastructure for success.
Liaise in a proactive manner between the sales force and the investment teams to ensure capabilities are well integrated and well represented in the market and that client needs and investment solutions are met.
Build collaboration with the investment and asset specific product specialist functions. Create cohesion across the platform to enhance Aegon Asset Management’s reputation in the marketplace.
Lead client meetings on behalf of investment teams, interacting with individuals across distribution channels and geographies. Represent the investment platform in select client discussions as requested and in coordination with the sales teams.
Serve as a lead advisor to the investment teams on various business matters including determining when investment teams need to engage directly with clients and to provide market intelligence to improve a go to market approach, product capabilities and reputation.
Lead initiatives for teams to integrate new investment capabilities across the platform as necessary.
Help identify which clients are most suited for a particular product/asset class and most importantly assist the capital raising objective with each client through proactive action items that facilitate the close of the clients into the relevant product or strategy.
Communicate with reporting, finance, and other functions to assure effective delivery of exceptional service to clients.
Coordinate with the Global Head to help manage creation of cross-platform materials and marketing collateral for the full investment platform, facilitate sales training and sales pipeline management, and represent a compelling coherent and solutions-oriented vision of our platform.
Engage with real assets research, product and global insights teams to provide expertise and information relevant to the investment platform's dynamics, products and trends.
Serve to assist the Global Head who is the primary driver behind the development and financial success of the business line, leading the syndication process for timed fundraises and representing real assets capabilities consistently and effectively in the market.
Develop additional contacts via participation in conferences, events, and educational efforts particularly in underpenetrated or underrepresented channels
Required Qualifications: Professional degree
Typically five or more years of investment experience such as research analyst, portfolio manager, trader, or investment operations for a registered investment advisor, preferably real estate or private markets
Background in RFPs and/or marketing
Analytical skills to evaluate composites and funds
Excellent written and oral communication skills
Excellent attention to detail
Self-motivated with ability to prioritize multiple projects and work quickly to meet deadlines
Strong Team Player
Proficiency in Excel, Word, and PowerPoint
Prior relationship with institutional client real asset decision makers is a plus
Additional Job Description Equal Opportunity Employer: We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age