Key responsibilities include:Project coordination & management

Support the coordination and organization of project work under the direction of project leads
Assist in the creation of slide decks and deliverables using master templates
Take and collate meeting notes, ensuring smooth project progression
Interpret project timelines, plans, and scope to determine necessary tasks and deadlines
Track and manage project deliverables, maintaining key reports such as project plans, status updates, and hours logs
Manage personal workload effectively, taking initiative to drive tasks forward while communicating progress to relevant stakeholders

Market & industry research

Conduct independent research to gain a deeper understanding of investment distribution landscapes, including asset managers, wealth managers, and platforms
Develop expertise in asset classes, funds, and investor types
Stay updated on the full marketing mix, toolkit, and specialisms
Understand and articulate recent marketing and industry trends and their impact on clients businesses

Client engagement & communication

Communicate professionally with clients via meetings, emails, and other channels, ensuring clarity and accuracy
Present sections of deliverables and project work in various meetings, demonstrating thorough preparation
Adapt communication styles to align with stakeholder preferences and needs

Collaboration & teamwork

Exhibit a team-oriented mindset, a can-do attitude, and the ambition to succeed collectively
Respect differences in communication and work styles, adapting as needed to achieve goals
Escalate issues appropriately to ensure timely involvement from senior team members

Continuous learning & development

Actively seek feedback, reflect on it, and implement improvements
Allocate dedicated research time to deepen knowledge of industry channels, asset classes, and marketing strategies
Identify learning and development opportunities and present them with a business case to management

Operational & business support

Ensure accurate and timely billing by submitting personal timesheets as required
Support internal business functions, including project management and company initiatives
Participate in company events and contribute to an inclusive and positive work environment
Provide timely, clear, and constructive feedback to peers and senior colleagues

Administrative & organizational support

Assist in onboarding documentation, presentation decks, calendaring, and other administrative tasks
Manage project timelines to ensure deliverables meet deadlines

Mentorship & business development

Come prepared for mentorship and grand-mentor meetings, actively engaging in growth conversations
Identify business opportunities within projects or based on industry insights
Escalate business development opportunities with appropriate background information

Key Qualifications & Skills

Strong analytical and research skills with a keen interest in marketing and investment landscapes
Excellent organizational abilities, with a proactive approach to managing tasks and meeting deadlines
Effective communication and presentation skills, with attention to detail and professionalism
Ability to work independently while contributing to a collaborative team environment
Adaptability to different work styles and stakeholder preferences

Project Coordinator