Business Analyst
Job Title Business Analyst
Location London (hybrid, primarily office-based)
Reports To Chief Operating Officer, with a working line to the Global Head of Sales
Experience 1 to 2 years in financial services
Contract Full-time, permanent
About Alquity
At Alquity we believe that the way capital is deployed shapes societies. We are a London based, FCA regulated investment business founded over 20 years ago and built on three things we genuinely care about: expertise, diversification and purpose.
Through Alquity Investment Management and our VAM business we offer institutional and intermediary clients a full suite of funds across Emerging Markets equities, Developed Markets equities and multi-asset model portfolio solutions, working alongside specialist managers including WCM, Oberweis, Lizard and atomos/WTW. Our middle office and finance functions are supported by outsourced teams at EPIC in India and Mauritius.
Purpose sits at the heart of what we do. We donate 10% of Alquity funds revenues to the Alquity Transforming Lives Foundation, which provides grants and seed funding to social enterprises and innovative charities in developing regions. To date that has meant more than $2.9 million donated and over 66,000 lives changed. Add to that our earlier work funding One Water, which contributed over £25 million to clean water projects in Africa, and you get a sense of the ambition: build a great business, deliver great returns and use that success to genuinely transform lives.
The Role
We are looking for a sharp, commercially minded individual to sit at the heart of our sales and operations effort. This is a true hybrid role. Part right hand to our Global Head of Sales, Florent Guy-Ducrot, part owner of our Microsoft Dynamics CRM and the sales data inside it, and part operational support to the COO.
It is not a back office job. The person we are looking for will be involved in the front line of how Alquity drives sales activity and turns raw data into decisions that drive activity. This is the sort of role where an entrepreneurial self-starter with a significant work ethic will have an outsized impact, and where there is a clear path to broader responsibility, including potential UK client coverage, for the right person.
You will not be thrown in the deep end, but you will be expected to get up to speed quickly, take ownership and ask good questions. If you find a problem and fix it without being asked, this role is for you.
Key Responsibilities
1. Sales Support to the Global Head of Sales
Florent is on the road almost constantly. The single biggest contribution this role will make is making sure that nothing falls through the gaps while he travels.
- Monitor Florent’s inbox on his behalf, identify tasks, requests and issues that need actioning, surface them and make sure nothing important slips
- Track open client opportunities, follow ups and commitments and make sure they are progressed, escalating where necessary
- Prepare for client meetings: agenda, background, prior history, relevant performance and product data
- Pre-meeting briefs, post-meeting actions, follow up emails and CRM updates while Florent is on the move
- Act as the connecting tissue between Florent, the wider sales team and the rest of the business so nothing waits on one person being in one time zone
- Liaise closely with marketing so client lists, event invitations, follow up sequences and campaign output flow cleanly between marketing, sales and the CRM
- Represent Florent in client-facing correspondence when needed, in a way that is professional, accurate and on brand
2. CRM Ownership and Sales Data: Microsoft Dynamics
Microsoft Dynamics is our CRM and ownership of it sits with this role. The CRM is only ever as good as the discipline behind it, and this role is responsible for that discipline.
- Own the integrity of the CRM: every meeting, opportunity and client interaction recorded properly, kept current and actually useful
- Hold the sales team accountable for updating the CRM: chase, prompt and, where necessary, make the updates on their behalf so the data is reliable
- Build, maintain and run pipeline and activity reports the exec can actually use, including weekly and monthly pipeline reporting
- Interpret the data, do not just present it: spot patterns, flag where activity is dropping off, identify which clients are warming up and put it in front of the exec in a way that drives the next action
- Support reporting on AUM attribution, conversion rates and sales activity metrics, and manage distribution mailing lists ensuring FCA-compliant segmentation and data accuracy
3. COO Operational Support
The COO does not currently have a dedicated in-house resource. You will fill that gap by helping ensure the firm runs smoothly and the COO's time is focused where it matters most.
- Act as primary coordinator between London and the outsourced middle office and finance teams at EPIC in India: tracking outstanding items, chasing deliverables, and escalating where needed
- Help prepare and maintain board and committee packs, collating materials from across the business
- Maintain the firm's operational calendar, including regulatory deadlines, reporting cycles, and board meeting schedules
- Maintain the policy and procedure register; flag documents approaching review dates and coordinate updates
- Support vendor management administration: contract tracking, invoice reconciliation, and renewal monitoring
- Monitor FCA regulatory change: flag relevant consultations and publications and summarise implications for the COO
- Assist with SMCR-related administration, including responsibilities mapping documentation and Certification Regime record-keeping
- Maintain the firm's risk register and assist with quarterly risk reporting
- Help coordinate the annual compliance programme: training tracking and policy sign-off
- Provide general COO support including management information, ad hoc research, and project coordination
4. Growth Path: UK Client Coverage
Over time, and subject to your development and appetite, there is a genuine opportunity to grow into supporting UK client relationships directly. This would involve attending investor meetings, responding to client queries, and eventually taking ownership of a subset of UK investor relationships. This is a real part of how we see this role evolving, not a vague promise.
About You
Essential
- Strong analytical and mathematical skills: you can look at a pipeline, a set of client numbers or a marketing dataset and pull out what actually matters
- Entrepreneurial self-starter with a significant work ethic: you do not wait to be told, you see what needs doing and you drive it
- 1 to 2 years experience in financial services, ideally investment management or wealth management
- Hands-on experience with Microsoft Dynamics or a comparable institutional CRM such as Salesforce or Backstop; you must be comfortable owning a CRM, not just using it
- Strong data skills: comfortable in Excel, building reports, and thinking critically about data quality
- Organised, detail-oriented, and self-directed; you manage your own workload without being chased
- Clear written and verbal communication; you know the difference between an email to a colleague and one to an institutional investor
- Comfortable operating in a small team where you will often be the only person doing what you're doing
Desirable
- Familiarity with FCA regulatory requirements and the SMCR framework
- Experience supporting sales, investor relations, or distribution functions in an asset management context
- Exposure to UCITS fund structures, KIID/KID documentation, or fund reporting processes
- Experience working with outsourced service providers or offshore teams
- Working knowledge of Microsoft 365 tools including Teams, SharePoint, and Outlook
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The kind of person we're looking for
You do not need to have done everything above. What matters more is that you are curious, proactive, and genuinely interested in how investment management firms work. You will be working directly with the COO of a regulated firm, so you need to exercise good judgement, handle sensitive information with discretion, and get things done. We are a small team. Your work will be visible and it will matter.
What We Offer
- A direct line into the operational leadership of a regulated investment manager at a pivotal point in its growth
- Exposure across the full breadth of running an FCA regulated UCITS platform: compliance, risk, sales, operations, and client management
- Real responsibility from day one, not a grad scheme or a support ticket queue
- A genuine career pathway: this role is designed to grow with you
- Competitive salary commensurate with experience
- Hybrid working arrangement based in London
How to Apply
Please send your CV and a short covering note explaining why you want this role and what you have done with a CRM that you are most proud of. Applications without a covering note will not be considered.
Alquity Investment Management Limited is authorised and regulated by the Financial Conduct Authority. We are an equal opportunities employer.
Pay: £30,000.00-£40,000.00 per year
Work Location: Hybrid remote in London EC1N 6SN
