Client Services Associate​/Sr Associate, Private Markets Investor

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.

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.

• 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

• 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