Nancy Delamere

Motivated and results-driven investment professional with over seven years of experience in the Investment Management industry. Proven success in business development, relationship management, and delivering tailored investment solutions to financial advisers. Skilled in identifying new business opportunities, managing pipelines through Salesforce, and collaborating across sales and marketing teams to drive growth. Now seeking to bring my client-focused and proactive approach to a new challenge.

Assistant Investment Solutions Manager at Brooks Macdonald Asset Management (2024-05 – Present)

• Proactively identify and develop new business opportunities by engaging prospective clients, while deepening relationships with existing introducers to support asset growth.
• Collaborate closely with regional Business Development Managers and senior stakeholders to define and execute targeted engagement strategies aligned to firm-wide sales and distribution objectives.
• Maintain a strong understanding of Brooks Macdonald's investment propositions, strategies, and product range to effectively position solutions and manage inbound sales enquiries through to conversion.
• Analyse and maintain CRM (Salesforce) data to track pipeline activity, identify trends, and support informed decision-making around sales prioritisation and regional performance.
• Support the preparation of client-facing presentations, fund materials, and sales collateral using financial analytics, market data, and performance insights to clearly articulate investment positioning.
• Assist with marketing initiatives, campaigns, and client events to enhance brand visibility, promote investment capabilities, and strengthen client engagement across target markets.
• Respond promptly and accurately to client queries, ensuring a professional and seamless experience across both investment-related and administrative matters.
• Work cross-functionally with Marketing, Investment, and Compliance teams to ensure materials and communications are accurate, compliant, and aligned with distribution objectives.

Wealth Management Administrator at Brooks Macdonald Asset Management (2018-10 – 2024-05)

• Supporting two directors with a book combined of over 300 UHNW clients, providing administration support to the highest level. Exposure to workplace pensions, where I assisted clients with pension contributions, transfers, and ensuring compliance with regulatory requirements.
• Go to person for platform management, including onboarding clients onto platforms and any queries regarding client management of portfolios on the platforms.
• First point of contact for clients and support them through the client journey, staying in regular contact, building strong relationships with the Investment Managers and the clients. Attend and respond to emails and telephone calls on behalf of the directors.
• Daily duties include prepping and submitting new business, logging, chasing and invoicing client fees. Also, extensive diary management, take minutes if needed and ensure travel arrangements are in place.

Wealth Management Administrator (Temp) at Helm Godfrey (2018-09 – 2018-10)

• Provided administrative support to advisers, including client correspondence and document management.

Bakery Shop Worker at Preston's Village Bakery (2015-06 – 2018-10)

• Involved guiding and assisting a team of three, Communicating with the public
• Working under pressure in a busy environment with a commitment to early morning starts

A Levels – The Coopers' Company and Coborn School (2016-09 – 2018-07)

GCSEs – The Coopers' Company and Coborn School (2011-09 – 2016-07)