Business Intelligence & Engagement

Key Responsibilities:

Lead Generation & Network Enhancement:

• Identify and map useful UHNI networks and collaboration opportunities across industries.
• Leverage digital tools and memberships to enhance engagement networks.

Industry & Market Research:

• Stay updated on market trends, regulatory shifts, and investment themes in Fixed Income and Institutional Investments.
• Provide actionable insights to support sales and client engagement strategies.

Engagement Strategy:

• Collaborate with Head of Institutional Sales to plan and execute client engagement initiatives, including roundtables, webinars, and industry forums.
• Ensure initiatives align with business goals and client needs.

Content Development:

• Ideate and create high-quality investment content such as research reports, whitepapers, video scripts, and podcasts.
• Develop impactful presentations tailored for institutional audiences.

Measurement & Reporting:

• Devise systems to measure engagement initiatives and their alignment with sales objectives.
• Track participation, feedback, and impact to refine strategies.

Stakeholder Collaboration:

• Work closely with internal teams including investment research, marketing, and digital teams to create consistent messaging.
• Align content and engagement initiatives with institutional sales goals.

Skills Required
Institutional Sales, Fixed Income, Strategic Planning, Market Research