FSG- Client Relationship Data Specialist

Position: Client Relationship Data Specialist

Division: Global Investment Banking

Location: London

Reports to: Head of European Investment Banking, Investment Banker – Managing Director, Senior Client Relationship Specialist (Europe)

Key tasks:

Support the Senior Client Relationship Specialist by undertaking the following tasks and responsibilities:

• Daily private equity data processing within internal databases/CRM from information available from Global Investment Banking reports, resources or outside data platforms e.g. Cap IQ, private equity websites etc.
• Updating databases based on senior banker(s) information gathered from the Financial Sponsor Group weekly conference call, senior bankers’ meeting notes, and communication summary reports from the internal contact management system
• Making general updates to the sponsor database and CRM including:

o Adding sponsor investment and sector/subsector criteria

o Updating sponsor contact information, such as inputting correct contact type classifications and detailed information about relationships e.g. updating board memberships

o Updating sponsor portfolio company information such as financial performance details, business description and priority status

• Updating FSG Buyer Strips Database with sponsor commentary used in pitches in MS Excel and PowerPoint
• Assisting with the update and clean-up of FSG banker-specific reports, including call activity reports, coverage reports, opportunity tracking and other report revisions
• Assisting with the regular/mass data clean-up of sponsor investment criteria and contact information
• Assisting with the migration of data from excel/word databases and reports into Salesforce
• Coordinating with senior bankers to provide information or facilitate requests regarding sponsors
• Regularly communicating with others in the Global Investment Banking team to request/confirm information for databases, reports or CRMs
• Assisting with the research of private equity firms or space, and entry of information into internal databases/CRM
• Assisting with regular requests from project deal teams on sponsor buyer behavior, including supplying or updating, when needed, sponsor sell-side activity statistics
• Preparing FS marketing materials.

Key competencies and skills:

Business Competencies

• Pursuit of excellence
• Client awareness
• Contribution to corporate success
• Supports compliance culture

Personal Skills

• Strong client service skills
• Capable of producing accurate work
• Excellent organisation and administrative skills
• Excellent telephone manner
• Committed team member, reliable and trust worthy
• Confident self-starter
• Ability to thrive within a dynamic and changing environment
• Effective time management skills

IT Skills

• Good working knowledge of MS Office and various search engines

During your employment, you must comply with the FCA rules and guidance including but not limited to the FCA’s Conduct Rules.

Professional Experience: Some administrative experience, preferably within Investment Banking or a similar fast moving/ deadline driven environment.

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