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About Schroders
Schroders is a leading provider of active asset management, advisory and wealth management services. Few investment managers can match the combination of capabilities and global reach that we offer. With a team of +6,000 professionals across six continents, we manage US$978 bn worth of assets on behalf of our clients, across public and private markets.
We have been around for over 200 years, but our ability to adapt to societal and technological changes, while maintaining our focus on what matters most to our clients sets us apart.
Our culture and core values of excellence, innovation and integrity are integral to our success, and we strive to reflect them in all our endeavors.
As a global business with a local approach, we ensure our clients' needs are at the heart of everything we do, maintaining our commitment to helping our clients and society prosper.
Key Responsibilities:
- Assist external wholesalers in developing the business covering the Andean region (Chile, Peru & Colombia) by creating presentation materials, conducting proficient fund analysis and comparisons, and handling follow-up emails.
- Develop and deliver compelling presentations to external wholesalers, utilizing visual aids effectively and ensuring clear, attractive & concise communication.
- Provide superior client service by being responsive and thoughtful, addressing client enquiries, and providing product information, updates and support whenever needed.
- Work closely with the marketing, product, operations and compliance teams to meet daily requirements.
- Manage CRM systems to ensure accurate information for management reporting requires proficiency in managing and updating databases, generating reports, and maintaining data integrity.
- Manage sales reconciliation, trade allocations, sales reporting, and management presentations requires attention to detail, analytical skills, and the ability to work with financial data.
- Be the key point of contact for the Andean Region marketing activities: social media, content management, events, etc.
Requirements:
- Bachelor's degree required - A solid understanding of financial markets and investments (equities, fixed income, etc.) is essential.
- 0-2 years of experience in the financial industry/business development support.
- Fluency in English and Spanish is mandatory.
- Intermediate skills in Excel and PowerPoint are required.
- Knowledge of Salesforce, Morningstar, and Bloomberg is a plus.
- Excellent communication and interpersonal skills with the ability to effectively engage diverse audiences.
- Analytical mindset with a proficiency in analyzing data and generating actionable insights.
- Strong organizational skills with the ability to multitask and work under tight time constraints.
Competitive Salary: $80,000 - $100,000 per annum
About the Role:
This role offers a unique opportunity to join a leading investment management company and contribute to the growth and development of our business in Latin America.
About Us:
Schroders is committed to equality and diversity, and we welcome applications from talented individuals from all backgrounds.
About Schroders:
Schroders is a leading global asset manager, with a history dating back over 200 years.
We have a strong track record of delivering excellent investment performance to our clients and are proud of our reputation as a responsible and sustainable business.