Senior Associate, Investor Servicing (N0126) in City of Westminster
Senior Associate, Investor Servicing (N0126)

Senior Associate, Investor Servicing (N0126) in City of Westminster

City of Westminster Full-Time 60000 - 80000 £ / year (est.) No home office possible
Coller Capital

At a Glance

  • Tasks: Manage investor queries and produce complex financial analyses in a fast-paced environment.
  • Company: Join Coller Capital, a global leader in private asset investment solutions.
  • Benefits: Enjoy a competitive salary, bonus scheme, and private medical insurance.
  • Other info: Opportunities for professional growth and a supportive work culture.
  • Why this job: Be part of a dynamic team that shapes the future of investor relations.
  • Qualifications: Degree from a top-tier university and experience in finance or asset management.

The predicted salary is between 60000 - 80000 £ per year.

Coller Capital is a global leader in the secondary market for private assets, renowned for being a pioneer and innovator in the asset class. Founded in 1990, Coller provides investment and liquidity solutions to private market investors worldwide, and currently manages $46 billion in private equity, private credit, and other private market vehicles. With headquarters in London and offices across North America, Europe, and Asia‑Pacific, our multinational team offers a truly global reach.

The Investor Relations function is responsible for the management and co‑ordination of interactions with, and requests from, our global investor base of around 600 institutional investors. The Investor Relations Team is also responsible for identifying and building relationships with prospective investors. As a key member of the Investor Services sub‑function, the individual will ensure that the needs of our existing investors and prospective investors are met in a professional and timely manner.

Key Tasks and Responsibilities:
  • IR Inbox – working with the Investor Services team to ensure that all investor queries are responded to appropriately and within 24 hours. This will include producing complex analysis requiring accounting, financial, tax or regulatory knowledge.
  • Develop a thorough understanding of the Coller funds, the financial reports of each fund, the underlying investments and our bespoke financial system, to be able to access information independently to draft responses to more complex queries and to contribute to the production of collateral for investors.
  • Work closely with the team to return investors' quarterly additional reporting requirements in a timely manner after the accounts have been released.
  • Support the Investor Relations Manager in the production of quarterly reports, LP meeting materials and other ad hoc materials.
  • Work closely with the funds' administrators to ensure a positive investor experience.
  • Ensuring that Salesforce customer relationship management system is kept up to date with accurate information to support Coller Capital's investor relations and fundraising programme.
  • Work closely with other departments, including the Investment Team, Finance, Tax and IT, and our third‑party administrators to ensure consistency of investor service.
  • Take part in projects and initiatives to ensure Coller Capital continues to deliver a best‑in‑class investor experience.
  • Where relevant, participate in update meetings and calls with investors.
Essential Experience:
  • Undergraduate Degree (minimum 2:1) or equivalent from a top‑tier university.
  • Chartered Accountant/CFA/other professional qualification.
  • Experience in finance, accounting, banking, private equity or asset management.
  • Excellent written and oral communication skills.
  • Advanced MS Office skills, including Excel, PowerPoint and Word.
Desirable Experience:
  • Working knowledge of private equity.
  • Experience using Salesforce.
  • Fluency in a foreign language.
Competencies:
  • Highly analytical with excellent attention to detail and high levels of accuracy.
  • Strong written and verbal communication skills.
  • Organised, efficient and able to take responsibility for tasks to completion.
  • Client focus with the ability to build relationships with key internal and external stakeholders.
  • Hardworking, enthusiastic and dynamic individual who is perceptive to the needs of others and has the ability to motivate others.
  • Team‑player with the ability to work across the organisation, but who is also self‑starting and able to work independently.
Benefits:
  • Competitive salary and bonus scheme.
  • Private medical insurance.
  • Attractive pension.

Please let us know if we can make any reasonable adjustments at interview in order to fully support and promote your talent.

Department & Location: Investor Relations – London

Senior Associate, Investor Servicing (N0126) in City of Westminster employer: Coller Capital

Coller Capital is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation and collaboration thrive. With a commitment to employee growth, we provide comprehensive training and development opportunities alongside competitive salaries and benefits, including private medical insurance and an attractive pension scheme. Join our multinational team and be part of a pioneering firm that values your contributions and fosters a culture of excellence in investor servicing.
Coller Capital

Contact Detail:

Coller Capital Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Associate, Investor Servicing (N0126) in City of Westminster

✨Tip Number 1

Network like a pro! Reach out to current or former employees at Coller Capital on LinkedIn. A friendly chat can give us insider info and might just get your foot in the door.

✨Tip Number 2

Prepare for those interviews! Research Coller Capital’s funds and recent news. We want to show that we’re not just interested in the role, but also in the company’s mission and achievements.

✨Tip Number 3

Practice makes perfect! Get a friend to do mock interviews with you. This will help us refine our answers and boost our confidence before the real deal.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows we’re serious about joining the team!

We think you need these skills to ace Senior Associate, Investor Servicing (N0126) in City of Westminster

Analytical Skills
Attention to Detail
Financial Knowledge
Accounting Knowledge
Regulatory Knowledge
Communication Skills
MS Office (Excel, PowerPoint, Word)
Salesforce
Client Relationship Management
Project Management
Team Collaboration
Self-Motivation
Organisational Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Associate role. Highlight your finance, accounting, or asset management experience, and don’t forget to mention any relevant qualifications like CFA or Chartered Accountant.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about investor servicing and how your background makes you a perfect fit for Coller Capital. Keep it concise but impactful!

Show Off Your Communication Skills: Since this role requires excellent written communication, make sure your application is clear, professional, and free of errors. Use straightforward language and structure your thoughts logically to demonstrate your analytical abilities.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!

How to prepare for a job interview at Coller Capital

✨Know Your Stuff

Before the interview, dive deep into Coller Capital's funds and their financial reports. Understanding the intricacies of their investment strategies will not only impress your interviewers but also help you answer complex queries confidently.

✨Master the Art of Communication

Since this role involves a lot of interaction with investors, practice articulating your thoughts clearly and concisely. Prepare to discuss how you've handled investor queries in the past and be ready to showcase your written communication skills.

✨Get Familiar with Salesforce

If you have experience with Salesforce, brush up on it before the interview. If not, take some time to learn the basics. Being able to discuss how you would use CRM tools to enhance investor relations can set you apart from other candidates.

✨Show Your Analytical Side

Prepare examples that highlight your analytical skills and attention to detail. Think of situations where you’ve had to produce complex analyses or reports, as these will resonate well with the expectations of the Investor Services team.

Senior Associate, Investor Servicing (N0126) in City of Westminster
Coller Capital
Location: City of Westminster

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