About the Company
Our purpose is to build prosperity by investing in resilient real assets. Our vision is to be a trusted investment manager, respected for our expertise in restorative real estate investment enabling people, communities and eco-systems to thrive.
We are a dedicated real estate and real-estate debt specialist managing €25.5bn on behalf of institutional investors globally. Our global platform of 16 locations enables us to combine a truly global perspective with local expertise to offer investors a range of compelling strategies.The firm has over 30 years of experience delivering real estate strategies for investors, with over 400 staff dedicated to positive client outcomes. Our strategies span the office, logistics & industrial, retail, living and debt sectors, and have been designed with the flexibility to meet the needs of a wide range of investors.
Responsible investment is integrated into our investment-management process to ensure that responsible investment risks and opportunities are not siloed, but recognised and acted upon throughout our business, as well as communicated to investors.
Savills Investment Management: Resilience. Responsibility. Results.
Job Purpose
- To be a key support for Regional BD / IR Team
- To support business development efforts across the region including coordinating with various teams and updating pitchbooks and other marketing material for Savills IM’s APAC and European products and strategies
- To support the IR/BD team in liaising with all APAC investors in existing APAC funds and European/UK Funds and assist in work relating to all aspects of client servicing
- To ensure client requests are responded to appropriately and promptly.
- To support in meeting client reporting deadlines
- To support new client onboarding processes including coordination of RFP/DDQs, data room management and fund closing
- To ensure that all consultant and online subscriber databases are up-to-date and support the IR/BD teams in completing relevant DDQs from all other third parties
- To support in updating data on the firm’s Salesforce CRM platform
Role Responsibilities
Responsibilities and tasks include, but are not limited to:
- Assist in handling due diligence, investor questionnaires and requests
- Assist in business development efforts across the region including updating client pitchbooks/presentations, financial analysis and corporate marketing materials
- Assist with Investment mandates as necessary (financial analysis, internal approval memos, presentations, underwriting info memos)
- Respond to ad hoc investor queries, across a number of APAC/European funds, by email and / or telephone
- Support the senior IR Manager to coordinate with finance and fund teams on preparation and distribution of periodic client reporting (including monthly, quarterly and annual reports) for APAC/European funds
- Assist with regional roll out of global IR initiatives
- Assist with responses to RFPs, DDQs and consultant and industry database updates
- Assist with Salesforce CRM and data room management and new client onboarding process
- Assist with formulating APAC client engagement strategy including planning and organizing investor events and content creation
- Holiday cover as appropriate
- Adherence to SavillsIM Risk and Compliance Framework
- Regulatory responsibilities:Regular AML training
- Familiarity with the compliance manual regarding treating customers fairly
- Ensuring all external communications have the correct disclaimers and notices and record of approvals maintained and are in the corporate style
Job Requirements
- Previous experience in business development and investor relations with Asian investors and multinational fund managers is a must
- Strong written and verbal communication skills and ability to work in a multi-cultural environment
- Excellent time management and prioritisation
- Strong attention to detail
- A self-starter attitude; ability to multi-task and work independently in a fast-paced environment
- Team player with the ability to build relationships with both internal and external stakeholders
- Professional proficiency in Outlook, Word, Excel and PowerPoint
- Exceptional PowerPoint skills
- Familiarity with Salesforce CRM systems and data rooms valued but not essential
- Fluency in English (spoken and written)
Global Standards
- To comply with all regulatory requirements and laws as applicable to your role
- To comply with the Firm’s policies and procedures pertaining to your role and the jurisdiction in which you operate
- To abide by any local regulatory requirements
- Responsible Investment – considering environmental, social and governmental factors, as well as impact outcomes which are relevant to your role.
- D&I – consider diversity and inclusion elements across all provisions of your role.
We are a committed equal opportunities employer and welcome applications from all individuals, regardless of age, disability, gender, sexual orientation, race and religion. We are focused on fostering a culture and environment that allows for inclusion and diversity throughout our business. Savills IM offers several employee led forums which provide support and guidance around Diversity & Inclusion, as well as ensuring our principles are built in to all of our processes, practices and expectations.
