Client Service Analyst Private Markets

My client is a global, private & independent Investment Manager whose expertise spans equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals.

They are looking to hire a Client Service analyst to support their Private Markets & Investor Relations Team. The Team is a niche coverage group providing Client Service and operational support for the firm's alternative funds.

Primary Responsibilities

• Assist with coordinating client on-boarding and transfers/name changes

• Work with the team in resolving client queries and liaise with internal teams to source solutions;
• Assisting with audit requests;

Working with Fund Administrators on updated bank account information, capital call/distribution notifications and reporting;

• Data entry of clients onto databases as well as updating contact and bank account information
• Manage group mailboxes (as assigned) and phone line utilised for communication with both internal groups and external investors/counterparties
• Draft and coordinate the distribution of client communications
• Assist with special projects as assigned
• Drive continual improvement via process enhancements
• Understand the Firm's offerings in order to effectively deliver superior Client Service

Key Requirements / Qualifications

• Experience with On-boarding of clients
• Experience working with Fund Administrators preferable
• Excellent Client Service skills, including sound business judgement and understanding of escalation procedures
• High attention to detail
• Knowledge of MS Excel and Word
• Superior written and verbal communication skills
• Strong collaboration, time management, and organisational skills
• Able to meet deadlines and work effectively under pressure
• Understanding of Asset Management strategies, Investment Mandates and Fund Accounting

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.