Client Associate

We are seeking a Client Associate to support our Institutional Client Coverage team in Germany, focusing on institutional client segment, not as a rotational or junior position. The role involves supporting senior sales professionals, preparing pitch books, data packs, and analysis, coordinating sales processes, conducting research, and collaborating with cross-functional teams.

Requirements

• Graduate degree or equivalent
• Experience with Salesforce or similar CRM platforms
• Progress toward IMC, CFA or CAIA
• Around 3-4 years of experience within an asset management or institutional investment environment
• Strong interest in institutional asset management, investment products, and German regulatory frameworks
• Excellent written and verbal communication skills in German and English
• Strong analytical skills and ability to manage multiple workstreams
• Advanced Excel and PowerPoint skills
• High affinity for AI-supported tools and workflows

Benefits

• Long-term career path
• Seamless collaboration across functions
• Development of deep expertise across public and private markets, ESG topics, and regulatory considerations