Institutional Client Services Manager, Private Equity, Paris, France

il y a 2 semaines


Paris, Île-de-France PER, Private Equity Recruitment Temps plein
About our client

Our client is a leading alternatives asset manager with in-depth expertise in investing across private equity, private credit, real assets strategies. The firm is seeking an experienced investor relations professional to join their Paris office and act as a dedicated client services specialist focused on maintaining relationships with institutional clients.

Key responsibilities

Lead and coordinate the onboarding process with all internal and external stakeholders
Respond to investor requests in collaboration with client coverage teams
Prepare support documents for customer review in collaboration with the investment and client coverage teams
Participate in the organisation of AGMs (General Assemblies) / Advisory Committees
Coordinate responses to periodic questionnaires, including ESG from our investors with our operational and ESG teams
Participate in reviewing and updating KYC files as well as review digital tools that enhance workflow efficiency
Coordinate specific operational tasks with the support of MO teams (operations)
Participate in the management and development of the CRM (Sales Force)

Requirements

Prior experience in a similar position or as a Customer Service Manager within a management company or in fund administration
Demonstrable leadership and ability to optimise team activities with a constant focus on operational efficiency
Good knowledge of financial instruments and the functioning of the fund's investment
Independently manage and interact directly with a large variety of investors and stakeholders
Ability to prioritise workloads and adapt to large volumes
Mastery of Excel and digital tools
University education or business school with a finance specialisation (Bac +5)
Fluent in French with a high command of English (written and oral)

For more information, please visit our company's website.

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