Institutional Solutions Analyst
Listed on 2026-08-29
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Marketing / Advertising / PR
CRM Systems & Management -
Business
CRM Systems & Management
We’re working with an established UK investment manager looking to add an Analyst to its Institutional Solutions team in London.
This is a broad, project-driven role sitting at the intersection of institutional client solutions, fundraising, marketing and internal stakeholder management
. The successful candidate will support a range of projects designed to strengthen the firm’s institutional offering and how its investment strategies are positioned to the market.
Supporting the delivery and project management of institutional initiatives across the business
Creating and maintaining fund marketing materials, presentations and pitch decks
Coordinating input from investment, sales, marketing and other internal teams
Managing and maintaining information across CRM systems
Supporting institutional fundraising and client-related projects
Helping ensure materials, data and messaging are accurate, consistent and delivered on time
Analyst-level experience within asset management, investment management, private markets or a similar financial-services environment
Strong PowerPoint and presentation-building skills
Experience working with CRM systems
Exposure to fund marketing collateral, investor materials or institutional client content
Excellent organisation and project-management skills
A proactive, hands-on can-do attitude and the ability to manage multiple work streams
Experience on the infrastructure, energy or credit sector would be a plus
1-3 years of experience
This could suit someone currently working within Investor Relations, Institutional Sales Support, Client Solutions, Product, Fund Marketing or Capital Formation who wants a broader role with strong exposure across an investment business.
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