Schroders UK
Business Development Director - UK Institutional London, United Kingdom Trending Job Description Who we're looking for We're looking for a self-motivated team player with excellent interpersonal skills, and a good understanding of the UK Institutional market. The role is to work within the UK Institutional Business Development Team with a particular emphasis on developing sales opportunities across Pensions and Insurance. To maximise new client mandates by leveraging industry knowledge, internal and external contacts, and consultant relationships. About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents, and we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base We moved into our new HQ in the City of London in 2018. We are close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly. What you'll do This role has the following principal responsibilities: Work together with other senior members of the Business Development Team, and wider UK Institutional team, in developing and achieving new client mandate wins through a continued focus on the development of new sales opportunities. Increase corporate & market awareness for the business, including the promotion of Schroders at key industry conferences, events and roadshows as required across Pensions and Insurance sectors. Contribute to the team's prospecting activity. leverage existing and new relationships to widen the breadth of prospect relationships. Pro-actively work with the team to follow up any leads including securing further meetings when required. Work with other members of the UKI Pensions and Insurance team on RFP management and completion. To work with the Marketing team on marketing strategy agreed within UKI, including monthly newsletters and events. Coordinate and contribute to annual business strategy including coordination of business plans, channel insight / market segmentation and capability mapping. Support the organisation and review of client channel strategy - ensuring implementation as well as monitoring success against key criteria (inflows, asset class focus, quantity and quality of meetings etc.) Maintain and continually improve our collective CRM analysis and processes through working with colleagues in the client insights unit and BD team. Build broad relationships with investment teams across key desks as well as multi-sleeve teams (e.g. solutions, insurance solutions, multi-private solutions teams). The knowledge, experience and qualifications that will help An understanding of intermediated and non-intermediated sales processes/cycles Strong preference for a candidate with significant industry experience, with exposure to an institutional sales environment A successful and demonstrable track record of delivery against targets across multiple channels A track record of development and delivery of new ideas into the market. A knowledge of the consultant market and the ability to develop and build relationships with intermediaries Intermediate skills with Office suite of products (strong PowerPoint skills including management of messaging and management of presentation process with marketing, studio and reprographics / AV team as needed) Strong verbal and written communication skills Investment Management Certificate required, CFA or CAIA preferred We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 709 Job Category Business Development & Client Services Posting Date 11/10/2025, 11:21 AM Apply Before 11/21/2025, 12:00 AM Locations 1 London Wall Place, London, EC2Y 5AU, GB
Business Development Director - UK Institutional London, United Kingdom Trending Job Description Who we're looking for We're looking for a self-motivated team player with excellent interpersonal skills, and a good understanding of the UK Institutional market. The role is to work within the UK Institutional Business Development Team with a particular emphasis on developing sales opportunities across Pensions and Insurance. To maximise new client mandates by leveraging industry knowledge, internal and external contacts, and consultant relationships. About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents, and we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base We moved into our new HQ in the City of London in 2018. We are close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly. What you'll do This role has the following principal responsibilities: Work together with other senior members of the Business Development Team, and wider UK Institutional team, in developing and achieving new client mandate wins through a continued focus on the development of new sales opportunities. Increase corporate & market awareness for the business, including the promotion of Schroders at key industry conferences, events and roadshows as required across Pensions and Insurance sectors. Contribute to the team's prospecting activity. leverage existing and new relationships to widen the breadth of prospect relationships. Pro-actively work with the team to follow up any leads including securing further meetings when required. Work with other members of the UKI Pensions and Insurance team on RFP management and completion. To work with the Marketing team on marketing strategy agreed within UKI, including monthly newsletters and events. Coordinate and contribute to annual business strategy including coordination of business plans, channel insight / market segmentation and capability mapping. Support the organisation and review of client channel strategy - ensuring implementation as well as monitoring success against key criteria (inflows, asset class focus, quantity and quality of meetings etc.) Maintain and continually improve our collective CRM analysis and processes through working with colleagues in the client insights unit and BD team. Build broad relationships with investment teams across key desks as well as multi-sleeve teams (e.g. solutions, insurance solutions, multi-private solutions teams). The knowledge, experience and qualifications that will help An understanding of intermediated and non-intermediated sales processes/cycles Strong preference for a candidate with significant industry experience, with exposure to an institutional sales environment A successful and demonstrable track record of delivery against targets across multiple channels A track record of development and delivery of new ideas into the market. A knowledge of the consultant market and the ability to develop and build relationships with intermediaries Intermediate skills with Office suite of products (strong PowerPoint skills including management of messaging and management of presentation process with marketing, studio and reprographics / AV team as needed) Strong verbal and written communication skills Investment Management Certificate required, CFA or CAIA preferred We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 709 Job Category Business Development & Client Services Posting Date 11/10/2025, 11:21 AM Apply Before 11/21/2025, 12:00 AM Locations 1 London Wall Place, London, EC2Y 5AU, GB
Schroders UK
BlueOrchard is a leading global impact investment manager and member of the Schroders Group. As a pioneer of impact investing, the firm is dedicated to generating lasting positive impact for communities and the environment, while aiming at providing attractive returns to investors. BlueOrchard was founded in 2001, by initiative of the UN, as the first commercial manager of microfinance debt investments worldwide. Today, the firm offers impact investment solutions across asset classes, connecting millions of entrepreneurs in emerging and frontier markets with investors with the aim to make impact investment solutions accessible to all and to advance the conscious use of capital. Being a professional investment manager and expert in innovative blended finance mandates, BlueOrchard has a sophisticated international investor base and is a trusted partner of leading global development finance institutions. As of December 2024, BlueOrchard supported over 300 million people in emerging and frontier markets with its investments. Become part of this unique success story and join our fast-growing company in London, United Kingdom as a Private Equity Analyst/Associate In this role, you will support the origination and execution of private equity transactions with a focus on financial services in emerging and frontier markets. Based in London, you will work closely with BlueOrchard's local investment teams around the globe. Key tasks Conduct market research, screen potential targets and analyze potential investments, including financial analysis, structuring and valuation Develop a thorough understanding of our markets and generate deal ideas in collaboration with the private equity team Assist the senior team members in due diligence with financial analysis and financial modelling on transactions Support the preparation of investment memos for the Investment Committee Monitor transactions post investment, valuation and asset management activities Required skills and experience 2-4 years of relevant work experience with a leading firm in Private Equity or Corporate Finance Strong analytical and technical skills (including financial modelling) Previous experience in financial services and emerging markets Graduate from a leading university Fluent in English and Spanish or Portuguese Your personal profile Proactive, high energy, self-confident and entrepreneurial mind set Ability to work autonomously and pro-actively and to take on responsibility quickly Passion for Impact Investing and Emerging Markets What we offer Work in a global and fast-growing company with a true commitment to its mission of fighting global poverty and climate change An entrepreneurial culture, offering multiple opportunities for learning and development A dynamic and multicultural team spread around the globe Attractive compensation and exciting career opportunities About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 749 Job Category Investment Posting Date 11/14/2025, 04:48 PM Locations 1 London Wall Place, London, EC2Y 5AU, GB
BlueOrchard is a leading global impact investment manager and member of the Schroders Group. As a pioneer of impact investing, the firm is dedicated to generating lasting positive impact for communities and the environment, while aiming at providing attractive returns to investors. BlueOrchard was founded in 2001, by initiative of the UN, as the first commercial manager of microfinance debt investments worldwide. Today, the firm offers impact investment solutions across asset classes, connecting millions of entrepreneurs in emerging and frontier markets with investors with the aim to make impact investment solutions accessible to all and to advance the conscious use of capital. Being a professional investment manager and expert in innovative blended finance mandates, BlueOrchard has a sophisticated international investor base and is a trusted partner of leading global development finance institutions. As of December 2024, BlueOrchard supported over 300 million people in emerging and frontier markets with its investments. Become part of this unique success story and join our fast-growing company in London, United Kingdom as a Private Equity Analyst/Associate In this role, you will support the origination and execution of private equity transactions with a focus on financial services in emerging and frontier markets. Based in London, you will work closely with BlueOrchard's local investment teams around the globe. Key tasks Conduct market research, screen potential targets and analyze potential investments, including financial analysis, structuring and valuation Develop a thorough understanding of our markets and generate deal ideas in collaboration with the private equity team Assist the senior team members in due diligence with financial analysis and financial modelling on transactions Support the preparation of investment memos for the Investment Committee Monitor transactions post investment, valuation and asset management activities Required skills and experience 2-4 years of relevant work experience with a leading firm in Private Equity or Corporate Finance Strong analytical and technical skills (including financial modelling) Previous experience in financial services and emerging markets Graduate from a leading university Fluent in English and Spanish or Portuguese Your personal profile Proactive, high energy, self-confident and entrepreneurial mind set Ability to work autonomously and pro-actively and to take on responsibility quickly Passion for Impact Investing and Emerging Markets What we offer Work in a global and fast-growing company with a true commitment to its mission of fighting global poverty and climate change An entrepreneurial culture, offering multiple opportunities for learning and development A dynamic and multicultural team spread around the globe Attractive compensation and exciting career opportunities About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 749 Job Category Investment Posting Date 11/14/2025, 04:48 PM Locations 1 London Wall Place, London, EC2Y 5AU, GB
Schroders UK
Overview Client Service Executive, Institutional - UK - 850 London, United Kingdom Job Description Business Area: Client Group Location: London Reporting to: Head of Institutional Client Service EMEA Job title: Institutional Client Executive Who we're looking for We are seeking a Client Executive who is passionate about delivering excellent service to our institutional clients. You will support clients by responding to a variety of queries and requests, ranging from portfolio and performance information to legal and compliance matters, with guidance from more experienced colleagues where needed. In this role, you will help to strengthen client relationships aligning with sales teams to help drive commercial success. Acting as the 'Voice of the Client', you will ensure client needs and requirements are understood and communicated effectively across the business. You will deliver high quality servicing, addressing queries promptly and working collaboratively with internal teams to create a seamless and positive client experience. For this role fluency in English is required, as well as knowledge of an additional European language (such as German, or Italian) also necessary. About Schroders We are a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people across six continents. We've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The location Our headquarters are located in the City of London, at the heart of the UK's financial centre. Client Group is a global division and the EMEA Client Service London's hub is in close proximity to key stakeholders (e.g. operations, legal, compliance) and is well placed to effectively deliver first class client service to our European client base and support Schroders European Sales teams. The team The London based EMEA hub is a team of Client Service representatives split across two teams (Institutional and Intermediary) both reporting to the Head of Client Service (UK & EMEA). This role will be focused on Institutional clients. What you'll do Act as a trusted point of contact for institutional clients, providing clear, accurate, and timely information, and assisting with the management of enquiries and service requests to help deliver effective resolution and support client satisfaction. Work collaboratively with internal teams to gather and share client requirements and contribute ideas for improving key client-facing processes. Help monitor and record activities related to errors, omissions, and complaints, ensuring accurate documentation and timely escalation in line with policies, while learning best practices to help minimise errors. Develop and maintain positive working relationships with the global onboarding team to stay informed about client onboarding progress and processes. With guidance, from time to time, you may be required to be involved with the on/offboarding processes for segregated mandates, supporting key stakeholders as required. Support the accurate documentation and execution of side letters, amendments, and bespoke clauses within client legal agreements, following established procedures and seeking guidance when needed. Help deliver timely client communications regarding updates, regulatory notices, and other important information, ensuring content is clear and relevant. Work closely with operations and reporting teams to help co-ordinate reporting requirements for new and existing clients, supporting the delivery of high-quality information. Collaborate with Operations and other business areas to support ongoing improvements in service delivery and help maximise value for clients. Assist in planning, coordinating, and supporting client due diligence meetings, representing Schroders and its operations in a knowledgeable and professional manner, with guidance where needed. Gather and provide information to help clients with their ad hoc requests, ensuring they are responded to efficiently and professionally. Desirable knowledge and experience requirements Experience: Ideally, you have around 1-2 years' experience in client servicing, relationship management, or a similar role within asset management or financial services, with some exposure to European institutional clients being an advantage. Industry Awareness: You have a basic understanding of asset management products and services (such as funds, mandates, and alternative investments) and are eager to learn more about the needs of institutional clients, such as pension funds and insurers. Regulatory Awareness: You are familiar with, or keen to develop your knowledge of key regulatory frameworks in Europe (for example, MiFID II, UCITS, AIFMD, SFDR) and local market practices. Client Servicing Excellence: You have some experience of providing a high standard of service to clients and supporting client relationships, acting as a reliable point of contact and responding to queries professionally. Cross-Functional Collaboration: You have worked with, or are comfortable working with, colleagues in areas like sales, investments, operations, legal, risk or compliance to help resolve client queries and support solutions. Problem-Solving: You are confident analysing information and contributing to the resolution of client queries or requests, seeking support from more experienced colleagues where appropriate. Communication Skills: You communicate clearly, both verbally and in writing, and are able to present information in a way that can be understood by a range of stakeholders. Knowledge of Custody and Settlement: You are aware of the basics of custody operations, trade settlement, and fund administration processes, and are open to developing your knowledge further in these areas. Technical Proficiency: You are comfortable using CRM and reporting systems and Microsoft Office tools such as Excel and PowerPoint. Language Skills: Fluency in English is required. Knowledge of an additional European language (such as German, or Italian) required. Client Centricity: You are committed to providing a positive experience for clients from diverse backgrounds and are motivated by helping others. Cultural Awareness: You demonstrate respect for different cultures and are interested in learning about business practices across European markets to support effective client engagement. What you'll be like Take Ownership and Deliver: You approach challenges positively and take responsibility for supporting good client outcomes. You are committed, reliable, and follow through on your tasks with care and attention. Collaborative Partner: You value working with colleagues and are eager to build positive relationships across teams. You work openly with others to overcome challenges and contribute to solutions. Innovative and Curious: You're interested in finding better ways to do things and are open to learning. You bring fresh ideas to simplify tasks and support improvements for both clients and the business. Inspiring Colleague: You contribute to the firm's values and culture by setting a good example. You appreciate your colleagues' strengths and encourage a supportive, positive team environment. Client Centric and Future-Focused: You focus on understanding and meeting clients' needs, with careful attention to detail and quality in your work. You're open to learning about industry changes and adapting when required to help provide a great service. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 549 Job Category Sales Posting Date 09/29/2025, 12:08 PM Locations 1 London Wall Place, London, EC2Y 5AU, GB
Overview Client Service Executive, Institutional - UK - 850 London, United Kingdom Job Description Business Area: Client Group Location: London Reporting to: Head of Institutional Client Service EMEA Job title: Institutional Client Executive Who we're looking for We are seeking a Client Executive who is passionate about delivering excellent service to our institutional clients. You will support clients by responding to a variety of queries and requests, ranging from portfolio and performance information to legal and compliance matters, with guidance from more experienced colleagues where needed. In this role, you will help to strengthen client relationships aligning with sales teams to help drive commercial success. Acting as the 'Voice of the Client', you will ensure client needs and requirements are understood and communicated effectively across the business. You will deliver high quality servicing, addressing queries promptly and working collaboratively with internal teams to create a seamless and positive client experience. For this role fluency in English is required, as well as knowledge of an additional European language (such as German, or Italian) also necessary. About Schroders We are a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people across six continents. We've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The location Our headquarters are located in the City of London, at the heart of the UK's financial centre. Client Group is a global division and the EMEA Client Service London's hub is in close proximity to key stakeholders (e.g. operations, legal, compliance) and is well placed to effectively deliver first class client service to our European client base and support Schroders European Sales teams. The team The London based EMEA hub is a team of Client Service representatives split across two teams (Institutional and Intermediary) both reporting to the Head of Client Service (UK & EMEA). This role will be focused on Institutional clients. What you'll do Act as a trusted point of contact for institutional clients, providing clear, accurate, and timely information, and assisting with the management of enquiries and service requests to help deliver effective resolution and support client satisfaction. Work collaboratively with internal teams to gather and share client requirements and contribute ideas for improving key client-facing processes. Help monitor and record activities related to errors, omissions, and complaints, ensuring accurate documentation and timely escalation in line with policies, while learning best practices to help minimise errors. Develop and maintain positive working relationships with the global onboarding team to stay informed about client onboarding progress and processes. With guidance, from time to time, you may be required to be involved with the on/offboarding processes for segregated mandates, supporting key stakeholders as required. Support the accurate documentation and execution of side letters, amendments, and bespoke clauses within client legal agreements, following established procedures and seeking guidance when needed. Help deliver timely client communications regarding updates, regulatory notices, and other important information, ensuring content is clear and relevant. Work closely with operations and reporting teams to help co-ordinate reporting requirements for new and existing clients, supporting the delivery of high-quality information. Collaborate with Operations and other business areas to support ongoing improvements in service delivery and help maximise value for clients. Assist in planning, coordinating, and supporting client due diligence meetings, representing Schroders and its operations in a knowledgeable and professional manner, with guidance where needed. Gather and provide information to help clients with their ad hoc requests, ensuring they are responded to efficiently and professionally. Desirable knowledge and experience requirements Experience: Ideally, you have around 1-2 years' experience in client servicing, relationship management, or a similar role within asset management or financial services, with some exposure to European institutional clients being an advantage. Industry Awareness: You have a basic understanding of asset management products and services (such as funds, mandates, and alternative investments) and are eager to learn more about the needs of institutional clients, such as pension funds and insurers. Regulatory Awareness: You are familiar with, or keen to develop your knowledge of key regulatory frameworks in Europe (for example, MiFID II, UCITS, AIFMD, SFDR) and local market practices. Client Servicing Excellence: You have some experience of providing a high standard of service to clients and supporting client relationships, acting as a reliable point of contact and responding to queries professionally. Cross-Functional Collaboration: You have worked with, or are comfortable working with, colleagues in areas like sales, investments, operations, legal, risk or compliance to help resolve client queries and support solutions. Problem-Solving: You are confident analysing information and contributing to the resolution of client queries or requests, seeking support from more experienced colleagues where appropriate. Communication Skills: You communicate clearly, both verbally and in writing, and are able to present information in a way that can be understood by a range of stakeholders. Knowledge of Custody and Settlement: You are aware of the basics of custody operations, trade settlement, and fund administration processes, and are open to developing your knowledge further in these areas. Technical Proficiency: You are comfortable using CRM and reporting systems and Microsoft Office tools such as Excel and PowerPoint. Language Skills: Fluency in English is required. Knowledge of an additional European language (such as German, or Italian) required. Client Centricity: You are committed to providing a positive experience for clients from diverse backgrounds and are motivated by helping others. Cultural Awareness: You demonstrate respect for different cultures and are interested in learning about business practices across European markets to support effective client engagement. What you'll be like Take Ownership and Deliver: You approach challenges positively and take responsibility for supporting good client outcomes. You are committed, reliable, and follow through on your tasks with care and attention. Collaborative Partner: You value working with colleagues and are eager to build positive relationships across teams. You work openly with others to overcome challenges and contribute to solutions. Innovative and Curious: You're interested in finding better ways to do things and are open to learning. You bring fresh ideas to simplify tasks and support improvements for both clients and the business. Inspiring Colleague: You contribute to the firm's values and culture by setting a good example. You appreciate your colleagues' strengths and encourage a supportive, positive team environment. Client Centric and Future-Focused: You focus on understanding and meeting clients' needs, with careful attention to detail and quality in your work. You're open to learning about industry changes and adapting when required to help provide a great service. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 549 Job Category Sales Posting Date 09/29/2025, 12:08 PM Locations 1 London Wall Place, London, EC2Y 5AU, GB