We are seeking a long-term Institutional Client Associate to support our Institutional Client Coverage team in Germany. You will work at the heart of our institutional business, supporting senior sales professionals in covering pension schemes, insurance companies, corporates and fiduciary managers, consultants, foundations, and other regulated professional investors.
Support senior sales directors in their direct engagement with institutional investors across Germany.
- Prepare high‑quality pitch books, data packs, due‑diligence materials and bespoke analysis tailored to institutional use cases.
- Liaise with global Portfolio Management, Product Strategy, Client Service, Compliance, Operations and Marketing to deliver precise and timely institutional materials.
- Maintain a high standard of accuracy within Salesforce for institutional accounts, contacts, reporting pipelines and consultant databases.
- Support structured internal processes for institutional RfP workflows, onboarding steps and data requests.
Support the organization of institutional client events, consultant briefings, investment days, and regulatory-focused sessions.
- Graduate degree or equivalent preferred.
- Experience with Salesforce or similar CRM platforms.
- Strong interest in institutional asset management, investment products and German regulatory frameworks.
- Excellent written and verbal communication skills in German and English.
- Advanced Excel and PowerPoint skills.
- High affinity for AI-supported tools and workflows, and willingness to integrate AI into daily client-coverage and reporting processes.
As the central coordination point within the Client Associate team, you will play a pivotal role in ensuring seamless collaboration across functions. Through close cooperation with experienced sales directors, global portfolio managers, product specialists, as well as both local and global consultants and the central Consultant Team, you will develop deep expertise across public and private markets, ESG topics, regulatory considerations and institutional procurement processes.
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