Job Description
FIRM OVERVIEW
This firm is one of the world’s leading private multi-asset alternative investment firms with an impressive number of assets under management that creates lasting impact for their investors, teams, businesses, and the communities in which we live. Since founding, they’ve applied their insight and experience to organically expand into several asset classes including private equity, credit, public equity, real estate and venture capital. They leverage their shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, their global team aligns their interests with those of their investors for lasting impact.
KEY RESPONSIBILITIES:
Support Investor Relations Operations activity across all Private Markets businesses (Global Private Equity, Ventures, Double Impact, Life Sciences and Real Estate)
Maintain investor account information in CRM database
Maintain investor account information on the Firm Investor portal and diligence sites
Prepare and deliver routine investor communications such as client reporting, cash distributions, capital calls and K-1 delivery
Respond to daily investor inquiries related to capital account statements, cash distributions, capital calls, tax issues, and contact/wire instruction updates
Assist in fundraising efforts across the Private Markets platform
Process onboarding of new subscriptions to funds and enter client information into CRM database
Ensure clients receive the highest level of service in response to any query or interaction
Liaise with internal stakeholders including Investor Relations, Compliance, Legal, Tax, Finance, Operations and external Investors, Administrators, Auditors
GENERAL QUALIFICATIONS:
Bachelor’s degree with minimum of 1 year of experience in Client Services for the Financial Services Sector or Alternative Investments Industry
Detail oriented
Strong customer service orientation
Excellent written and verbal communication skills
Strong analytical and problem solving skills
Strong interpersonal skills and ability to interact with investors as well as personnel across the firm
Self- starter with strong project management and follow through skills
Ability to multi-task and shift priorities with changing demands or deadlines
Capacity to discretely handle highly confidential and sensitive information
Knowledge of MS Office, particularly Excel and Word
Experience in Salesforce preferred
Effective November 1, 2021, all new U.S. hires must be fully vaccinated against COVID-19 (e.g. 14 days past their final dose of the COVID-19 vaccine and if eligible, have received their COVID-19 booster) or have received a religious or medical exemption from the firm’s Human Resources team.