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- Tasks: Engage with investors, manage queries, and support bespoke reporting requirements.
- Company: Leading private markets investment firm with a focus on innovation.
- Benefits: Competitive salary, professional development, and exposure to high-impact projects.
- Other info: Based in London, offering excellent career growth and visibility.
- Why this job: Transition from fund finance to a dynamic role with real investor engagement.
- Qualifications: ACA or CFA qualified with private equity experience and strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
ACA / CFA qualified and interested in the intersection of Fund Finance, Investor Relations and investor analytics? We’re partnering with a leading private markets investment firm that is expanding a newly formed function sitting between Fund Finance, Investor Relations and senior investment stakeholders.
This is not a traditional fund accounting role and it is not a straightforward route into fundraising or distribution. It is a high-impact role focused on the growing institutional need for sharper investor servicing, better data, clearer fund reporting and more sophisticated client insight.
The role will suit someone with strong fund finance foundations who wants broader exposure to how investors engage with private markets platforms.
The role includes:
- Acting as a key contact for investor queries across fund information, performance data and reporting
- Working closely with Fund Finance, IR and investment teams to prepare high-quality investor communications
- Supporting bespoke LP reporting requirements, including fund performance and side-letter obligations
- Overseeing investor servicing processes with external fund administrators
- Supporting HNW / advisory-style investor servicing and onboarding
- Helping build workflow systems and management information for senior stakeholders
Ideal background:
- ACA or CFA qualified
- Private equity / private markets experience
- Strong understanding of fund mechanics, LP reporting and capital account flows
- Excellent communication skills and strong attention to detail
- Interest in investor-facing work, data, reporting and client experience
Based in London. This is a strong opportunity for someone who wants to move beyond pure fund finance into a more connected, visible and commercially relevant role.
Investor Services Associate – Private Markets employer: 93 MGMT
Contact Detail:
93 MGMT Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Services Associate – Private Markets
✨Tip Number 1
Network like a pro! Reach out to professionals in the private markets space on LinkedIn. Join relevant groups and engage in discussions to get your name out there. We can’t stress enough how important connections are in landing that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on your fund finance knowledge and investor relations skills. We recommend practising common interview questions and scenarios related to investor servicing. Show them you’re not just qualified, but genuinely interested in the role!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the position. It’s a simple yet effective way to keep you top of mind for the hiring team.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We make it easy for you to showcase your skills and experience directly to the hiring managers. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Investor Services Associate – Private Markets
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investor Services Associate role. Highlight your ACA or CFA qualifications and any relevant private equity experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the intersection of Fund Finance and Investor Relations, and how your background makes you a great fit for this high-impact role.
Showcase Your Communication Skills: Since this role involves a lot of investor interaction, make sure to demonstrate your excellent communication skills in your application. Whether it's through your writing style or examples of past experiences, let us see how you can engage effectively with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in London!
How to prepare for a job interview at 93 MGMT
✨Know Your Fund Finance Basics
Make sure you brush up on your fund finance knowledge. Understand the mechanics of private equity and how capital account flows work. This will help you answer technical questions confidently and show that you’re ready for the role.
✨Prepare for Investor Queries
Think about the types of investor queries you might encounter. Prepare examples of how you would handle questions about fund performance or reporting. This will demonstrate your proactive approach and readiness to engage with investors.
✨Showcase Your Communication Skills
Since this role involves a lot of communication, practice articulating complex information clearly and concisely. You might even want to do a mock interview with a friend to refine your delivery and ensure you come across as approachable and knowledgeable.
✨Highlight Your Attention to Detail
Be ready to discuss how you ensure accuracy in your work. Bring examples of past experiences where your attention to detail made a difference, especially in reporting or analytics. This will reinforce your fit for a role that demands precision.