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- Tasks: Support client relations and enhance investor experience in private equity.
- 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 focused on exceptional client service and impactful investments.
- Qualifications: Strong background in client servicing, AML/KYC processes, and private equity required.
- Other info: Diversity and inclusion are central to our culture; all backgrounds are encouraged to apply.
The predicted salary is between 48000 - 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.
- Track and manage periodic KYC refreshes, ensuring investors remain compliant with regulatory obligations while ensuring a seamless experience for investors.
- 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 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.
Senior Asset Management Associate employer: Capital Dynamics
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 regulations in private equity and alternative investments. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the asset management field, especially those who have experience in client relations or investor services. Attend industry events or webinars to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships or navigated AML/KYC processes in previous roles. Real-life scenarios can showcase your expertise and problem-solving skills effectively.
✨Tip Number 4
Research Capital Dynamics thoroughly, including their values and recent developments. Tailoring your conversation to align with their mission and demonstrating your understanding of their operations can set you apart from other candidates.
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, particularly within private equity or alternative investments. 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 understanding of Capital Dynamics and their focus on private assets. Discuss how your background aligns with their needs and how you can enhance the investor experience.
Highlight Relevant Skills: In your application, clearly outline your skills in managing investor communications and your ability to collaborate with various teams. Mention any experience you have with compliance and regulatory obligations.
Showcase Your Education and Credentials: Include your educational qualifications and any additional credentials like CFA, CAIA, or MBA. This will demonstrate your commitment to the field and your readiness for the responsibilities of the role.
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 Technical Questions
Expect questions related to private equity, fund performance, and regulatory developments. Brush up on current trends in the industry and be ready to discuss how they might impact client relations.
✨Emphasise Collaboration Skills
The role involves working closely with various teams such as Legal, Compliance, and fund administrators. Share examples of how you've effectively collaborated across departments to achieve common goals and enhance client satisfaction.
