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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, welcoming all backgrounds.
The predicted salary is between 43200 - 72000 £ 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 Associate, Asset Management employer: Capital Dynamics
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 in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in asset management or client relations. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at Capital Dynamics.
✨Tip Number 3
Brush up on your knowledge of AML and KYC processes, as these are crucial for the role. Consider taking a short course or reading up on best practices to ensure you're well-prepared to discuss these topics during your interactions.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your engagement and helps you assess if the company aligns with your career goals, particularly regarding their approach to client relations and diversity initiatives.
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, 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 client service. Mention specific experiences that demonstrate your ability to enhance investor relationships and provide exceptional service.
Highlight Relevant Skills: In your application, clearly outline your skills related to managing investor communications, compliance processes, and collaboration with various teams. Use examples to illustrate how you've successfully navigated similar challenges in the past.
Showcase Your Education and Credentials: Include details about your educational background and any relevant certifications, such as CFA or CAIA. This will help establish your credibility and suitability for the Senior Associate position.
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, brush up on these topics before the interview. Be ready to explain how you've successfully managed these processes in a global setting and how you ensure compliance while maintaining a positive client experience.
✨Prepare for Collaboration Questions
The position involves working closely with various teams such as Legal, Compliance, and fund administrators. Think of examples where you've collaborated effectively across departments to achieve a common goal, and be ready to share these during the interview.
✨Stay Informed About Industry Trends
Keep yourself updated on the latest developments in private equity and alternative investments. Being knowledgeable about current trends will not only impress your interviewers but also demonstrate your genuine interest in the field and the firm’s operations.
