Associate - Distribution Support

About Waystone  

Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion

Summary:   

This role will support the day-to-day running of the Distribution Support team.
This is a client-facing role that requires you to work closely with colleagues across functional and geographic boundaries to carry out distribution activity across the EEA for a number of our key clients within a clear regulatory framework. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Working with clients’ product experts within the regulatory framework to formulate investor query responses and provide to investors in a timely manner 

• Working with internal teams to ensure necessary fund registration / AIFM passports or /pre-marketing permissions are in place prior to carrying out any regulated distribution activity 

• Attend regular client calls to ensure service levels are maintained to high standards. 

• Agree communications with clients for campaigns and directly issuing to potential investors 

• Review marketing campaigns and marketing materials 

• Work with clients on creating new content across traditional and digital marketing media  

• Co-ordinating responses to investor queries arising from the campaign 

• Conduct data analysis on marketing campaigns and identify areas of improvement and success  

• Providing roadshow support including: 

• diarising initial calls & meetings as well as following-up with investors 

• recording all activity and associated communication in Salesforce 

• Providing fund documents (point of sale) and marketing materials to investors 

• Logging all communications & contacts within Salesforce 

• Working closely with internal teams to ensure client needs are met 

• Creating and maintaining procedure documents for the team and adhering to regulatory guidelines 

• Track MIS through cases on Salesforce and report to Manager 

• Complete monthly and quarterly tasks on a timely basis ensuring compliance within the regulatory framework is adhered to    

• Ensure fee billing is completed in line with the client schedule  

Education: 

• Bachelors’ degree level 

Experience: 

2 - 3 years’ experience in working with international clients and with exposure to alternative UCITS and AIFs, ideally within an Investor Relations or Client Relations team for an asset manager or fund service provider. A working knowledge of another European language would be a plus. 

You should be able to demonstrate: 

• Excellent oral and written communication skills in English 

• Strong organisational skills 

• Collaboration with colleagues across geographic and functional boundaries  

• Proactive problem resolution and an ability to independently manage tasks 

• High levels of personal integrity and client service 

• Self-motivation and confidence  

• Minimum B.A. degree, preferably within a finance-focused curriculum.  

• Solid computer skills particularly in Salesforce, or similar CRM system, Excel and PowerPoint