Sales Desk Associate (London)
LazardLazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight.
Many of the world’s leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.
The role aims to support the Netherlands in cultivating key institutional partnerships. This position will assist with all operational, sales, and marketing activities related to sales opportunities.
We’ll trust you to:
- Support the Relationship Managers/Sales team to develop their key relationships by proactively and reactively dealing with relationship queries and requests in a timely manner.
- Researching and creating company profiles for relationships and capturing this information within the CRM system by setting up Organisation Plans.
- Maintain the CRM system and ensure that all information is accurate and up to date, including the tagging of the relevant product interests and solutions.
- Sourcing information requests such as performance and attribution data, quarterly reports, thought leadership pieces, Fund information, strategy data, etc.
- Sourcing prospect opportunities via external databases.
- Responsible for updating internal records including RFPs submitted, pitches undertaken and their outcomes.
- Organizing and coordinating roundtables, roadshows, conferences, and other events, including follow-up on action items.
- Gain an understanding of the investment process and style of the relevant investment
- Produce materials such as marketing collateral, briefing notes, etc.
- Project management of end-to-end sales processes and key projects across all aspects of the role.
- Keep abreast of trends in the investment and pensions market.
- Keep abreast of the administration and dealing procedures in relation to funds, where
- Help build and develop relationships with other internal teams including the RFP, ESG, Marketing and Operations
You’ll need to have:
- At least 4 years of relevant experience
- Professional fluency in English is required; fluency in Dutch is an advantage
- University degree or equivalent is preferred
- Motivated self-starter with strong work ethic and ability to operate in a fast-paced environment
- Strong organisational and project management skills
- Excellent interpersonal skills and a team player
- Excellent communication skills, high attention to detail and strong analytical ability
- The ability to liaise across the Company at all levels
- Good understanding and interest in the investment management industry
- Growth mindset and strong commitment to develop and progress
- Obtained or willing to complete relevant qualifications such as Investment Administration Qualification (IAQ) and the Investment Management Certificate (IMC)
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
Does this sound like you?
Apply! We’ll get in touch and let you know the next steps. To learn more about our products and services, please visit www.lazardassetmanagement.com.
Representation at Lazard
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
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