Senior Analyst, Wholesale Distribution

Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Natixis Investment Managers Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers1 with more than $1.3 trillion assets under management2 (€1.3 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals. Natixis Investment Managers operates in key markets around the world. In the Asia Pacific region, we have offices in Beijing, Hong Kong, Seoul, Singapore, Sydney, Taipei and Tokyo. Opportunity Natixis Investment Managers Hong Kong is seeking a full-time Senior Analyst to join our Wholesale Distribution team. This role is crucial for supporting our client service, business operations, and sales activities with a path to becoming a sales manager. The role will report to the Head of Wholesale Distribution of Hong Kong. Key Areas of Responsibility Serve as the primary contact for the Hong Kong Wholesale teams, addressing client and internal team inquiries to resolve operational matters and support product or project initiatives. Ensure a smooth onboarding process for new distributors and clients by collaborating with internal support teams on operational sales support and client service matters, including operating memoranda, responses to RFPs, and due diligence. Manage, coordinate, and respond to incoming client queries, working closely with internal teams to fulfill client requests. This may involve preparing client reports, fund onboarding templates, facilitating client account openings, and handling trade placement queries with various Transfer Agencies. Prepare and present regular fund updates to clients and prospects. Oversee the corporate action notification process for Hong Kong clients in collaboration with the Legal and Fund Operations teams. Work with internal teams to maintain efficient operating procedures that support the sales lifecycle. Become a subject matter expert on internal systems (e.g., CRM, Salesforce) to manage fund registration and product‑related matters. Assist sales team members with management reports, sales data, and presentations, ensuring accuracy and providing additional ad‑hoc analyses as needed. Support various marketing initiatives, including setting up third‑party databases, proofreading translations, securing compliance approvals for marketing materials, and managing corporate premiums in Hong Kong. Wholesale & Marketing Activities Assist sales team members in achieving annual sales targets and budgets, including marketing fund products to existing clients and prospects. Help grow and expand the Wholesale business market presence. Support sales team members in identifying new business opportunities and expanding the client base. Conduct market research to stay informed about industry trends, competitor activities, and regulatory changes. Support local client events to ensure their success, including vendor liaison and onsite event coordination. Qualifications University graduate with at least 3 years of experience in sales support, client service, and operations. Preferred exposure to the asset management industry or private banking segment. Strong understanding of fund distribution sales and operational support dynamics. Excellent organizational and project management skills. Strong communication and interpersonal skills. Proficient in spoken and written English and Chinese (Mandarin and Cantonese). Positive work attitude; a strong team player who can work independently and thrive under pressure. Self‑motivated, enthusiastic, and energetic. #J-18808-Ljbffr