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For Companies At a Glance
- Tasks: Manage investor processes and respond to queries efficiently.
- Company: Join a top-tier global secondaries fund in London.
- Benefits: Enjoy a dynamic work environment with opportunities for growth.
- Why this job: Be part of shaping private wealth offerings and make a real impact.
- Qualifications: Undergraduate degree or equivalent; finance experience preferred.
- Other info: Must complete the application on the company's website.
The predicted salary is between 72000 - 108000 £ per year.
About our client
We are working with a top tier global secondaries fund looking to hire a VP into their London based Investor Services team focused on private wealth products. You will have the opportunity to get involved from the early stages of the firm's private wealth offering, and will ensure that the needs of existing private wealth investors and prospective investors are met in a professional, efficient, and timely manner.
What the job involves
- Manage the monthly investor subscription and quarterly redemption processes in coordination with the fund transfer agent.
- Ensure that all Private Wealth investor queries are responded to appropriately and within 24 hours. This will include producing complex analysis requiring accounting, financial, tax or regulatory knowledge.
- Support the onboarding of, and ongoing coordination with, Private Wealth platforms.
- Provide any additional reporting requirements in a timely manner after the NAV statements have been released.
- Produce valuation reports, webcasts, investor meeting materials and other ad hoc materials.
- Where relevant, participate in update meetings and calls with investors.
Who we are looking for
- Undergraduate degree or equivalent.
- 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, including Excel, PowerPoint and Word.
- Highly analytical with excellent attention to detail and high levels of accuracy.
- Hardworking, enthusiastic and dynamic individual who is perceptive to the needs of others and can motivate others.
- Experience servicing perpetual fund products and/or private wealth platforms desirable.
VP of Wealth Management - PER, Private Equity Recruitment employer: PER, Private Equity Recruitment
Contact Detail:
PER, Private Equity Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land VP of Wealth Management - PER, Private Equity Recruitment
✨Tip Number 1
Network with professionals in the private equity and wealth management sectors. Attend industry events, webinars, or local meetups to connect with individuals who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 2
Stay updated on the latest trends and developments in private equity and wealth management. Subscribe to relevant financial news outlets and follow thought leaders on social media to engage in discussions that showcase your knowledge and passion for the field.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to investor services and private wealth management. Focus on articulating your experience with complex analysis and how you've successfully managed investor queries in the past.
✨Tip Number 4
Demonstrate your analytical skills by creating a portfolio of relevant case studies or projects you've worked on. This could include examples of valuation reports or investor meeting materials that highlight your attention to detail and ability to meet tight deadlines.
We think you need these skills to ace VP of Wealth Management - PER, Private Equity Recruitment
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, accounting, and private equity. Emphasise any roles where you've managed investor relations or worked with private wealth products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the private equity landscape and your ability to meet the needs of private wealth investors. Use specific examples from your past experiences to demonstrate your skills.
Highlight Relevant Qualifications: Clearly state your qualifications such as Chartered Accountant or CFA. Mention any additional certifications that may be relevant to the role, especially those related to finance and investment management.
Showcase Analytical Skills: In your application, provide examples of how you've used analytical skills in previous roles. This could include producing valuation reports or complex financial analyses that demonstrate your attention to detail and accuracy.
How to prepare for a job interview at PER, Private Equity Recruitment
✨Showcase Your Financial Acumen
Given the role's focus on private wealth products, be prepared to discuss your experience in finance, accounting, and private equity. Highlight specific examples where you've successfully managed investor queries or produced complex analyses.
✨Demonstrate Communication Skills
Excellent written and oral communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely, especially when discussing technical topics. Consider preparing a brief presentation on a relevant subject to showcase your ability to convey complex information.
✨Prepare for Technical Questions
Expect questions that assess your knowledge of financial regulations, tax implications, and valuation processes. Brush up on these areas and be ready to provide insights or examples from your past experiences that demonstrate your expertise.
✨Exhibit Enthusiasm and Team Spirit
The company is looking for a dynamic individual who can motivate others. During the interview, express your passion for the industry and your eagerness to contribute to the team's success. Share instances where you've collaborated effectively with colleagues or led initiatives that benefited your team.
