Overview
Join to apply for the
Junior Associate - Market Access
role at
Waystone
.
Waystone leads the way in specialist services for the asset management industry.
Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.
With over 20 years' experience and assets under management in excess of $2Tn, Waystone provides its clients with guidance and tools to manage their investment goals with confidence.
Summary
This is a client-facing role in our Market Access team.
The core objective is to ensure investors can access funds and fund information, supporting growth.
The role requires building strong relationships across colleagues, clients, investors and service providers and understanding distribution channels.
The Junior Associate will be working within a dynamic team, gaining exposure to investor relations, marketing, risk and relationship management, and will develop understanding of multiple distribution channels.
Responsibilities
Work closely with internal units to build knowledge and networks and respond to external queries
Log all communication and activity in Salesforce or relevant tracking sheets
Act in line with the team's procedures and processes
Set up and coordinate client activities for funds, including:
Passporting & country registration
Distribution & wrap platforms
Jurisdictional, investor-requested, reporting
Tax reporting
Data dissemination via key investor databases
Own a number of client relationships and meet distribution deliverables
Respond to fund or investor due diligence questionnaires
Provide scheduled reporting to clients, investors and internal stakeholders
Update application & subscription forms and marketing materials, including monthly and quarterly factsheets
Support investor rebate calculations and reconciliations
Requirements
Education: An internationally recognised professional degree/qualification, preferably in Finance or Marketing.
Experience
1+ years' experience within an Investor Relations or Client Relations team within the financial services industry would be beneficial.
Understanding of regulated fund structures (e.g., UCITS, AIFs, ETFs).
Working knowledge of another European language is an added advantage.
Excellent oral and written communication skills in English
Strong attention to detail
Ability to meet deadlines
Collaborative across functional boundaries
High integrity and client focus
Self-motivation, confidence and ownership of your work
Strong Excel and PowerPoint skills.
Experience with Salesforce or similar CRM tool is a plus
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