For an Asset Management firm with a strong presence in the Italian market, we are looking for a Client Service & Sales Support Specialist. The role offers significant exposure to the full investor relations and business development lifecycle.
Responsibilities
The successful candidate will carry out the following activities:
- Support Business Development in day-to-day activities, with a strong focus on operational coordination, meeting preparation, follow-ups and pipeline tracking.
- Data organization & cross-team coordination: coordinate CRM updates and investor databases and provide client activity and pipeline reports; facilitate internal workflows with Investment, Risk, Operations and Compliance teams to ensure smooth information flows.
- Investor communication support: contribute to client reporting, investor newsletters and performance updates by gathering data and input from internal teams.
- Support Sales & Marketing material preparation: updating existing materials and ensuring consistency (presentations, pitchbooks, fund factsheets, etc.).
- RFP & Due Diligence process management: coordinate the preparation of RFPs, DDQs, questionnaires and data requests from prospects and existing investors, ensuring efficient, timely and accurate submissions.
- Event & meeting coordination: assist in organizing investor meetings, webinars and conferences, including scheduling, logistics and materials preparation.
Requirements
- 2 to 4 years of experience in a financial institution (e.g. SGR, Asset Manager, SIM, Private Bank, Consulting).
- Bachelor’s or master’s degree in Economics, Finance, Business Administration or related fields.
- Good understanding of asset management, funds and financial markets.
- Strong proficiency in Excel, PowerPoint and CoPilot.
- Experience in client support, CRM systems and/or RFP/DDQ processes is beneficial.
- Fluency in both Italian and English, written and spoken.
Soft Skills
- Exceptional organizational skills with strong attention to detail, accuracy and reliability.
- Strong communication skills and ability to work effectively with cross-functional teams.
- Ability to automate and improve efficiency of processes.
- Proactive, resourceful and willing to learn quickly in a dynamic environment.
- Strong teamwork attitude combined with problem-solving skills.
Location: Milan
