Key responsibilities include:
- Supporting the Germany & Austria coverage team in managing relationships with institutional investors, including pension funds, insurance companies and family offices, from first contact through to long-term partnership.
- Preparing for client meetings and roadshows, including providing briefing notes and handling logistics and follow-ups. Also, suggesting storylines and working alongside the product team to tailor material for each investor.
- Acting as a trusted liaison between investors and EIP’s investment, portfolio management, finance, legal, ESG and operations teams to ensure investor enquiries are addressed effectively and professionally.
- Coordinating RFPs, DDQs, consultant requests and ad hoc due diligence enquiries with the Product team, contributing client context and making sure deadlines and investor-specific requirements are met.
- Organising events, roadshows and on-site due diligence visits in close collaboration with the Marketing and Product teams.
- Supporting presales and after-sales activities, including making sure investors receive quarterly reports, portfolio updates and investment insights on time and that their follow-up questions are answered.
- Keeping client records and pipeline information accurate and up to date in our CRM system.
- Ensuring all client communications comply with relevant marketing regulations and internal guidelines.
- Gathering investor feedback and market intelligence from Germany and Austria and sharing it with the Client Solutions and Product teams to inform fundraising strategy and product development.
- Taking ownership of workstreams and projects, collaborating with colleagues across offices and functions in a fast-growing, entrepreneurial environment.
