Alcentra is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.
Alcentra operates independently as a Specialist Investment Manager and is headquartered in London, with offices in New York, Boston, Tokyo and Hong Kong. We are a leading, global asset management firm specializing in the sub-investment grade debt markets, experts in credit management, private credit, and structured credit strategies. Our investors include pension funds, insurance companies, government agencies, banks, wealth managers and high net worth individuals.
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Company Overview
BSP-Alcentra is an international expert in credit management, private credit and structured credit strategies and one of the largest global credit and private debt managers. As of 31st May 2025, the combined platform manages $78 billion in assets under management (AUM) and has expertise in Senior Secured Loans, Direct Lending, Structured Credit, Special Situations, High Yield Bonds, Multi-Strategy Credit, and Commercial Real Estate. The global team totals 498, with 167 investment professionals. BSP-Alcentra is a wholly owned subsidiary of Franklin Resources, Inc. that, together with its various subsidiaries, operates as Franklin Templeton.
We are seeking a detail-oriented and process-focused individual to join our Investor Relations team. The role will be located in London and will report to the Lead Investor Relation Team members at BSP-Alcentra. The role will be diverse but will involve all the items covered below:
Client Record Management
Maintenance of accurate client records for the shareholder register, portal, IntraLinks and internal investor page. Ensure records correctly setup at the point of onboarding and periodic review. Ensure, at the point of offboarding, client record is removed from applicable reports, lists and logins.
Client Servicing
The day-to-day servicing of investors and consultants, responding to inbound requests and coordinating responses across the business, ensuring accurate information is provided in a professional and timely manner.
Events, AGMs, LPACs
Planning, management and coordination for external investor and fund-related events.
Investor Audits
Manage investor level audit process, coordinating with relevant teams across the business to complete swiftly and accurately.
IR Inbox
Triage inbound communications to the IR Inbox, assigning to the relevant person to answer. Tracking and monitoring inbound to completeness.
Marketing Communications
Managing the communication of marketing materials and firmwide investor comms out to external parties and capture of relevant responses (e.g. using Stoneshot).
New Money, Transfers & Redemptions
Manage the E2E process for subscriptions to ALC funds, transfers between funds and redemption requests and Allfunds. Ensure corresponding investment records are setup in Salesforce and Sales Support notified.
Onboarding/ offboarding
Manage the E2E onboarding/offboarding process for investors, working with internal and external stakeholders to ensure details are added/removed and updated from relevant lists /systems / website access etc. to make it a fast & efficient process.
Sales Support
Supporting Sales team with fundraising activities, undertaking market & investor analysis, ensuring regular & relevant comms updates, preparing for meetings, following up on investor actions and carrying out other activities additive to the fundraising process.
Salesforce Investor Data
Proactive maintenance of investor information in Salesforce (SF) to ensure it is accurate & up to date. Working with Sales and the SF team, managing data clean-up as required. Ensure records correctly setup (Accounts, Contacts, Preferences, Relationships etc) when onboarding, reviewed regularly and updated when offboarding.
Shareholder Register
Performing regular data reconciliations and support for Portfolio Analytics to create monthly ALC Shareholder Register. To also include provision of correct data to Fishtank where closes occur. Ensure records correctly setup at the point of onboarding and ensure relevant changes made at the point
of offboarding.
Website/Investor Portal Management
Updating fund information, shareholders and email address. Adding new access recipients. Updating distribution list for reports. Assist in ad hoc design requests.
Candidate Profile
The successful candidate will possess the following:
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