Senior Associate, Investment Funds, Primary Markets

Job description

Overview The Investment Funds franchise is part of the Digital & Securities Markets (DSM) of the London Stock Exchange, supporting the primary issuance, capital raising and listing of Investment Companies and Exchange Traded Products (ETPs). For over a century and a half, London Stock Exchange has enabled asset managers to list closed-ended funds (investment companies) and access deep pools of capital from institutional and retail investors investing via London’s public markets. Our market is home to over 290 investment companies, representing over £277bn in assets under management. Listed investment companies democratise investor access to a variety of actively managed portfolios of listed or quoted equities, as well as alternative asset classes such as infrastructure, private credit, private equity, and growth capital. Since the listing of the first Exchange Traded Fund in 2000, the London Stock Exchange has grown into one of Europe's leading ETP listing and trading venues. Today, the Exchange is home to nearly 3,000 ETPs with over £2tn in assets under management (AUM). Role Profile The Senior Associate will sit within the Investment Funds team in London, supporting the delivery of the team's strategic and commercial objectives across Investment Companies and Exchange Traded Products (ETPs). We are seeking an enthusiastic and commercially minded individual with a demonstrated passion for capital markets and understanding of investment funds. The successful candidate will play a key role in supporting business development activities, building relationships with asset managers, advisers and other market participants, and promoting the benefits of listing on the London Stock Exchange. The successful candidate will also demonstrate strong communication and presentation skills, a proactive approach to business development, and the willingness to take ownership of projects and deliver high-quality outcomes in a fast-paced environment. Main responsibilities Provide guidance to prospective issuers and their advisers on listing considerations including routes to market, listing requirements and ongoing obligations. Develop and maintain a pipeline of prospective issuers, identifying, qualifying and converting new listing opportunities to drive growth across the Exchange's investment fund franchise. Drive the onboarding of new clients by collaborating with internal teams, including compliance, operations, and admissions to ensure a customer-centric and efficient listing process. Contribute to the planning and delivery of domestic and international roadshows, including prospecting, preparation of marketing materials and follow-up. Represent the London Stock Exchange at industry events, promoting the Exchange as a leading capital raising venue for asset managers, and building relationships with key market participants. Prepare briefing materials for senior collaborators in support of events and industry engagements. Maintain and regularly update presentations and other collateral, ensuring they accurately reflect recent market developments, product innovations and industry trends. Support the planning and delivery of industry events, including coordination with internal and external partners. Contribute to reports for senior management, providing analysis of listing and capital raising activity, and key market engagement activities. Own the production of monthly market updates on key fund transactions and capital raising activity. Prepare briefing materials and speeches in support of events and industry engagements.‌ Required Skills, Behaviours and Experience 1–3 years' experience in capital markets, ideally in a client-facing origination role. Strong sense of ownership and accountability, with the ability to manage projects and tasks independently, prioritise competing demands and deliver high-quality work to agreed timelines. Strong interest in investment funds and the broader asset management industry, with a desire to develop specialist knowledge of listed fund structures, such as investment companies and ETPs. Excellent interpersonal and communication skills, with the ability to build relationships and engage confidently with asset managers, legal advisers and other market participants. Commercially minded, with strong business development skills, and the ability to find new business opportunities, maintain dialogue with prospective issuers and support the conversion of opportunities into new business. Analytical and diligent, with the ability to interpret market data, identify trends and communicate insights through presentations, reports and market updates. Excellent written communication and presentation skills, including the ability to prepare client-facing materials, briefings, and marketing materials. Experience with PowerPoint, Excel, Salesforce, Bloomberg and LSEG Workspace is desirable. Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering or a related field preferred. Career Stage: Associate London Stock Exchange Group (LSEG) Information: Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you. LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership , Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering. LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives. Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject . If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.