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Calls to book 10 face to face meetings with qualified investors / investment analysts
- or -
Post a project like this4035
£250(approx. $322)
- Posted:
- Proposals: 4
- Remote
- #268233
- Completed
Description
Experience Level: Expert
I need some help to book meetings with family offices and investment analysts at wealth management companies in UK (in and around London). We are a relatively small, but regulated, European Equity fund manager that applies quantitative investment techniques to select equities for our fund portfolios. We have a long track record (almost 15 years) and our funds have won awards in the UK and mainland Europe for our top ranking performance over 3, 5 and 10 years (Lipper Fund Awards). I have lists of contacts and potential target organisations. The PPH candidate would need to be confident in handling calls to senior investors/analysts (specifically qualifying there interest in All Cap European Equity funds) and be ready to manage technical questions (not to try to answer these questions, but to convert to a follow up meeting or a call back with me for answers). I would expect regular interaction with the candidate between calls to provide support (at least to start with). A script will be prepared in association with the candidate based on a template they are comfortable with. This is the first time of trying PPH for this type of activity - there is potential for regular ongoing work if successful. Let me know if you have questions!
![Andrew P.](https://www.peopleperhour.com/imgs/default_avatar_light_70x70.png)
Andrew P.
100% (5)Projects Completed
7
Freelancers worked with
7
Projects awarded
33%
Last project
17 Apr 2017
United Kingdom
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