Client Portfolio Manager - Private Equity

Job Description

You will support and enhance the Business Development and Investor Relations (‘BD & IR’) function within the Private Equity (‘PE’) business. Acting as a key link between investment teams, distribution and clients. You will contribute to fundraising, product positioning, investor communication and client engagement for all PE products as well as operational matters pertaining to the PE business. You will work closely with the Director responsible for BD & IR, and you will develop deep product expertise to ensure consistent, high-quality communication of investment strategies.

This is an excellent opportunity to get involved in all areas of BD, IR and fundraising across the PE business supporting its continued growth.

• Business Development & Fundraising:
  • Support global fundraising initiatives across private equity products and programmes
  • Assist with pipeline management, investor targeting and coordination with Distribution teams
  • Engage with and oversee placing agents
  • Contribute to new product development and launches
• Investor Relations & Client Coverage:
  • Support and attend client meetings, presentations and due diligence sessions
  • Build relationships with existing and prospective investors and consultants
  • Prepare and respond to ad hoc investor queries, Due Diligence Questionnaires and ongoing reporting requests
  • Maintain and manage data rooms and investor communications
• Product Positioning & Marketing Materials:
  • Assist in developing and maintaining product positioning and messaging
  • Prepare and update marketing materials including presentations, executive summaries, teasers, covering email templates, private placement memoranda, Request For Proposal / information responses, press releases, website
  • Ensure consistency and quality across all communications
• Operational & Client Relationship Management:
  • Plan, coordinate and attend individual meetings and broader roadshows / marketing trips
  • Maintain Client Relationship Management systems (e.g. Salesforce) and other marketing tracking tools
  • Maintain and update Funds Under Management data
  • Regularly update consultant and industry databases
  • Review and update policy, procedure and guideline documents annually
• Cross-Functional Collaboration:
  • Partner with Investment, Distribution, Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product colleagues
  • Support regulatory and operational processes (e.g. Anti-Money Laundering/Know Your Customer/Customer Due Diligence/Ongoing Due Diligence, Business Continuity Plan, Vendor Risk Assessment(s), Records Information Management, Business‑T(s), Risk & Control Self-Assessment, Conflicts of Interest, Bank Holding Company Act/Volcker and Internal Audit(s))
  • Contribute to internal reporting and business processes
• Market Insights & Internal Support:
  • Monitor private equity market trends and competitor activity
  • Engage with industry bodies
  • Support internal education of Distribution teams and other departmental stakeholders
  • Contribute to investment and product-related materials where relevant

• Client facing experience in fundraising or investor relations
• Strong communication and interpersonal skills
• High attention to detail and organisational ability
• Analytical mindset and problem-solving capability
• Self-starter with strong work ethic and ability to multi-task
• Experience working with senior stakeholders

• Understanding of alternatives, ideally private equity
• Experience in private equity, asset management or related fields
• Understanding of institutional, wholesale and retail investors as well as the associated reporting/regulatory requirements
• Prior relevant experience
• Professional qualification, e.g. CFA, CA, IMC or equivalent

• External clients, consultants, industry bodies and placing agents
• Distribution / Client coverage teams
• Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product teams
• Private Equity Investment colleagues
• Product Specialist leader

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.