Job Description

JOB TITLE / Assistant Manager – Client Development
BUSINESS AREA / Hermes Equity Ownership Services (HEOS) - London
ABOUT US
Established in 1983 as the primary manager of the BT Pension Scheme, Hermes Investment Management isone of the largest institutional asset managers in the UK, with £23 billion assets under management and £154.7 billion in assets under advice.
We offer actively managed public and private markets solutions to investors across the world and, in Hermes EOS, have one of the world’s largest stewardship resources. Our public markets capabilities include high active share equities, specialist credit and multi asset. Our private markets expertise includes real estate, infrastructure, private equity and private debt.
Offering long-term solutions to investors
Our ownership by one of the UK’s largest corporate pension schemes, and our partnership with some of the world’s leading institutions, provides us deep insight into the long-term needs of investors and enables us to offer solutions to their investment needs that may be hard to access elsewhere. These range from the re-development of King’s Cross in London – one of Europe’s largest urban regeneration projects - to flagship infrastructure investments such as Eurostar and Associated British Ports.
A fast growing business
We were founded as the in-house manager for the BT PensionScheme, but today, we attract clients and partners from around the world, including many of the world’s best known financial organisations. We manage money for more than 360 clients in 22 different locations across the world.
HERMES EQUITY OWNERSHIP SERVICES (HEOS)
Hermes' vision is to contribute to a more sustainable form of capitalism by creating the world's most effective stewardship platform. Hermes EOS anticipates a world where the power of effecting change through engagement with companies is front of mind for all owners. That is because, for us, the link between these topics and long-term value for companies and investors is clear.
Hermes EOS, founded in 2004, is a world leader in stewardship services helping clients to meet their legal obligations for active stewardship in order to create long-term value for beneficiaries. Hermes EOS represents £154.7billion assets under advice (AuA) invested in more than 10,000 companies worldwide.
Hermes EOS has been engaging with companies for over 20 years, building a compelling story for responsible investment. Today, Hermes EOS boasts an incredibly effective group of highly skilled, multi-national professionals, all committed to advising leading businesses on sustainability, governance and the environment.
REPORTING LINE OF THIS ROLE
MAIN FUNCTION OF THE ROLE
The job holder will have two primary functions:
·  Client development: will be responsible for managing relationships with an allocated number of global institutional clients. This will include ensuring that client requirements and all agreed client deliveries are met as well as responding to ad hoc requests for information and maintaining records on the CRM database. The role will include responsibility for managing the take on process for new clients and working with the in house reporter and voting and engagement support team to ensure that accurate client reporting is delivered to deadline and to a high standard of quality. The job holder will be responsible for proactively building and expanding all relationships including scheduling, preparing for and participating in client calls and meetings as well as reactively responding to ad hoc queries. To fulfil the functions of the role the job holder will be required to build strong positive relationships with both internal and external clients.
·  Business development: will be responsible for supporting those responsible for business development.
KEY TASKS AND RESPONSIBILITIES
1.  Client plans: create and/or update on a six monthly basis the client relationship plans for all assigned clients.
2.  Day to day relationship and contract management: day to day management of relationships with allocated prospects & clients, ensuring the highest level of service e.g. query management, contract fulfilment.
3.  Proactive communications: proactively schedule regular prospect & client contact including calls, meetings and presentations, preparing supporting documents and briefing directors in advance. Collate, prepare and deliver quality bespoke client materials in a timely fashion.
4.  Reporting requirements: work with the in house reporter and operations team to ensure that the clients receive suitable quarterly reports.
5.  Client take on process: administer and manage client take on process for allocated new clients
6.  Supporting the business development process: for new prospects, including involvement in tenders and pipeline development. Maintain all relevant prospect & client related contact information on the CRM system.
7.  Internal stakeholder management: build strong relationships with the wider EOS team to ensure that prospects & clients receive the highest standard of operational support
8.  Event support: contribute to client, prospect and marketing events as required

Personal Specification

EXPEREINCE REQUIRED
Candidates should have experience of working in a fast paced, client focused environment and must have a passion for client service and business development.
Previous experience of working with a global institutional client base is essential, as is experience in working with CRM databases. This experience is likely to have been gained within a financial or professional services institution, responsible investment industry or from working within an Investor Relations function.
CANDIDATE PROFILE, SKILLS AND KNOWLEDGE
The job holder should be committed, proactive, willing, diligent and responsible in undertaking all aspects of the role. Sensitivity in dealing with clients or prospects at a senior level is required as well as the flexibility to participate in a wide variety of client or prospect related tasks such as editing, coordinating responses to ad-hoc requests and preparation for meetings. The job holder should be able to deal with client or prospect matters of an urgent or sensitive nature and on occasion to deputise for the team head if needed.
The job holder should be analytical, resourceful and well organised to assist the business development process. Building good relationships with internal stakeholders such as directors, RFP and events teams is important.
Must be accountable for delivering on both regular duties and ad-hoc tasks. Should have a sense of urgency in execution and must be highly organised and be accurate with an eye for detail. Must be able to function well as part of a team and be happy to contribute towards the continuous improvement of process.
Demonstrable interest and experience of responsible investment will be an advantage.
Candidates must be educated to degree level and be advanced MS office users (Excel, PowerPoint and Word). Strong literacy and numerical skills are essential. A second language is desirable as is knowledge of fund management and financial services.
APPLICATION DETAILS
Please send a copy of your CV and covering letter to marked HEOS in the subject box.
Deadline for applications is the 25th March 2016