About our client
We are working with a well-established private markets investor with a diversified private equity platform and a global institutional investor base. As part of its continued growth, the firm is seeking to add an Associate or Senior Associate to its Investor Relations team.
About our client
We are working with a well-established private markets investor with a diversified private equity platform and a global institutional investor base. As part of its continued growth, the firm is seeking to add an Associate or Senior Associate to its Investor Relations team.
What the job involves
- Prepare and coordinate ad-hoc and recurring reporting requests for EMEA investors in a timely manner
- Review and analyse investor portfolios using in-house quantitative tools, including cash flow & NAV planning
- Collaborate with firmwide teams in the creation of client communications and collateral materials
- Support the team with marketing efforts including RFPs, due diligence materials and presentations
- Manage the tracking database used to support the identification of prospective clients and monitor the status of investment discussions
- Complete special projects related to existing client portfolios and firmwide strategic initiatives
- Develop and organise internal processes and procedures to ensure consistency, integrity, timeliness, and quality of communications to investors
- Gather competitive intelligence and monitor industry events and trends
- Seek opportunities to improve efficiencies to support the firm's marketing needs and processes
Who we are looking for
- Previous experience in a professional services firm, preferably with an investment/wealth management firm in investor relations or client service related role with a demonstrated capability of supporting research and analytics
- Strong project management skills, ability to work under pressure and multi-task
- Strong business writing skills and the ability to communicate business and financial services product information clearly and accurately
- Knowledge of private markets and the institutional client and consultant community preferred
- Exceptional attention to detail, highly organized and able to prioritize and meet deadlines
- Fluency with proprietary databases and software systems
- Including CRM database systems, ideally Salesforce
- Ability to synthesise technical information and prepare technical materials and related documentation in a timely manner
- Strategic thinker and operates independently
- Strong interpersonal and relationship-building skills
- Native proficiency in German and a strong written and verbal communication in English is highly desirable but not a must
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Client Services Associate/Sr Associate, Private Markets Investor, London, UK employer: PER
As a leading global credit-focused alternative investment manager based in London, our client offers an exceptional work environment characterised by intellectual rigour and a collaborative spirit. Employees benefit from significant growth opportunities within a diversified platform that encourages innovation and performance, all while being supported by the resources of a major global asset manager. This role not only provides a chance to engage in meaningful investment strategies but also fosters professional development in a dynamic and passionate team.
