Distribution Support & Client Relations Manager

Job Description:

Our client, a boutique investment management firm in Edinburgh, is seeking a Distribution Support & Client Relations Manager to support its investor relations and distribution activities.

This is an office-based broad, hands-on role offering exposure across client servicing, investor communications, and business development support.

Working closely with investment managers, you will play a key role in maintaining high standards of client service and supporting the firm's engagement with institutional investors and intermediaries.

This is an excellent opportunity for someone to work very closely with the front office of a highly successful investment management firm.

It is an exciting time to join the business as it expands into new markets.

• Experience in investor relations, client services, or distribution support within asset management


• Strong understanding of investment products, fund structures, and the regulatory environment


• Proven experience preparing RFPs, DDQs, and client-facing materials


• Excellent written and verbal communication skills, particularly for institutional audiences


• High attention to detail with strong organisational and project management skills


• Ability to manage multiple priorities and meet deadlines


• Experience working with CRM systems, RFP tools, and investment data platforms


• Collaborative approach with the ability to work effectively across teams and seniority levels

• Act as a primary contact for client and intermediary queries, ensuring timely and accurate responses


• Support the coordination of investor meetings, roadshows, and webinars, including preparation and follow-up


• Assist with onboarding and ongoing servicing of institutional clients


• Prepare and manage responses to RFPs, DDQs, and consultant requests


• Maintain and develop a central repository of standard materials and responses


• Manage the delivery of fund and firm data to third-party platforms and research providers


• Support the production of client reporting materials, presentations, and communications


• Assist with digital content, including website updates and external communications


• Monitor market trends, competitor activity, and investor sentiment


• Collaborate with internal teams to ensure consistency and efficiency across investor relations processes

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16417)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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