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- Tasks: Enhance investor experience through exceptional client service and communication.
- Company: Join Capital Dynamics, a global asset management firm with over USD 14 billion in assets.
- Benefits: Enjoy a permanent full-time role with opportunities for professional growth and collaboration.
- Why this job: Be part of a diverse team making a real impact in private equity and clean energy.
- Qualifications: Strong background in client relations, AML/KYC processes, and relevant educational qualifications required.
- Other info: Diversity and inclusion are at the heart of our culture; we welcome all applicants.
The predicted salary is between 54000 - 84000 £ per year.
Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and co-investments) and clean energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia.
We are seeking an experienced Client Relations / Investor Services professional to provide support to the Capital Dynamics U. The Senior Associate will play a vital role in enhancing the investor experience by delivering exceptional client service and communication. With a proactive approach and strong collaboration across teams, you will contribute to building lasting client trust and drive the firm’s continued success.
The successful candidate will have a strong background in client servicing or relationship management, particularly within private equity or alternative investments, and a deep expertise in AML and KYC processes, to ensure a seamless investor experience.
- Manage inbound and outbound investor communications via email and phone.
- Oversee and facilitate the global AML / KYC client-onboarding and ongoing review processes, ensuring compliance while providing a client-friendly experience.
- Guide investors globally through the AML / KYC onboarding process, and work closely with Legal, Compliance, and fund administrator teams to ensure compliance with fund jurisdiction requirements while providing a positive client experience.
- Provide clients with updates on fund performance, regulatory developments, and other relevant information to strengthen trust and engagement.
- Collaborate closely with fund administrators, tax preparers, and auditors to manage required deliverables and address client queries related to their areas.
Good all-round understanding of private equity / alternative investments / financial services operations developed working in a fast-paced environment. Experience managing or supporting AML and KYC procedures for clients in a global setting. Experience coordinating with Legal / Compliance / IM / Marketing & Communications teams and third-party service providers. Extensive experience in client relations/client servicing within private equity or alternative asset management. Strong expertise in AML/ KYC requirements. Exceptional education qualification, preferred disciplines include Legal, Finance, Economics, or a business degree. Master’s degree/MBA preferred or additional credentials, including the CFA, CAIA, MBA, or CPA a bonus.
Diversity & Inclusion: We believe diversity and inclusion (“D&I”) is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status, or any other dimension of diversity.
Contact Detail:
Capital Dynamics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Asset Management Associate
✨Tip Number 1
Familiarise yourself with the latest trends and developments in private equity and alternative investments. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field, making you a more attractive candidate.
✨Tip Number 2
Network with professionals already working in asset management or related fields. Attend industry events, webinars, or join relevant online forums to connect with potential colleagues and learn about the company culture at Capital Dynamics.
✨Tip Number 3
Brush up on your AML and KYC knowledge, as these are crucial for the role. Consider taking short courses or certifications that can enhance your understanding and show your commitment to compliance in the investment sector.
✨Tip Number 4
Prepare to discuss specific examples of how you've enhanced client relationships in previous roles. Be ready to share stories that highlight your proactive approach and ability to collaborate across teams, as these skills are essential for success in this position.
We think you need these skills to ace Senior Asset Management Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relations and private equity. Emphasise your expertise in AML and KYC processes, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of the private equity landscape. Mention specific experiences that demonstrate your ability to enhance investor relationships.
Highlight Relevant Skills: In your application, clearly outline your skills in communication, collaboration, and compliance. Use examples from your past roles to illustrate how you've successfully managed client interactions and ensured compliance.
Showcase Your Education and Credentials: If you have a Master's degree or any relevant certifications like CFA or CAIA, make sure to highlight these in your application. This will strengthen your candidacy and show your commitment to the field.
How to prepare for a job interview at Capital Dynamics
✨Showcase Your Client Relations Skills
Highlight your experience in client servicing and relationship management, especially within private equity or alternative investments. Be prepared to discuss specific examples of how you've enhanced the investor experience in previous roles.
✨Demonstrate Knowledge of AML/KYC Processes
Since the role requires expertise in AML and KYC, ensure you can articulate your understanding of these processes. Discuss any relevant experiences where you successfully navigated compliance while maintaining a positive client experience.
✨Prepare for Collaboration Questions
The position involves working closely with various teams, including Legal and Compliance. Be ready to share examples of how you've effectively collaborated with different departments to achieve common goals and address client queries.
✨Stay Informed on Industry Trends
Familiarise yourself with current trends in private equity and alternative investments. Being able to discuss recent developments or regulatory changes will demonstrate your commitment to staying informed and your ability to provide valuable insights to clients.
