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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 servicing, 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 Associate, Asset Management
✨Tip Number 1
Familiarise yourself with the latest trends in private equity and alternative investments. Understanding the current market landscape will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in asset management or private equity. Attend industry events, webinars, or join relevant online forums to connect with potential colleagues and learn more about the company culture at Capital Dynamics.
✨Tip Number 3
Brush up on your AML and KYC knowledge. Since these are crucial aspects of the role, being well-versed in compliance processes will set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare thoughtful questions for your interview that reflect your understanding of the firm’s operations and client relations. This will not only showcase your enthusiasm for the role but also your proactive approach to enhancing the investor experience.
We think you need these skills to ace Senior Associate, Asset Management
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 asset management and your understanding of the firm's values. Mention specific experiences that demonstrate your ability to enhance client relationships and provide exceptional service.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as communication, collaboration, and problem-solving. Provide examples of how you've successfully managed client communications and compliance processes.
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 Experience
Make sure to highlight your previous experience in client servicing or relationship management, especially within private equity or alternative investments. Be prepared to discuss specific examples of how you've enhanced the investor experience in past roles.
✨Demonstrate Knowledge of AML and KYC Processes
Since the role requires a strong understanding of AML and KYC procedures, be ready to explain your experience with these processes. Discuss how you have ensured compliance while maintaining a positive client experience in previous positions.
✨Prepare for Collaboration Questions
The position involves working closely with various teams such as Legal, Compliance, and fund administrators. Prepare to discuss how you have successfully collaborated with different departments in the past to achieve common goals.
✨Stay Informed About Industry Trends
Keep yourself updated on the latest trends in private equity and alternative investments. Being knowledgeable about current market conditions and regulatory developments will help you engage in meaningful conversations during the interview.
