Serve as a point of contact for existing and new clients and respond to inquiries promptly and professionally regarding our solutions, service level agreements, and compliance protocols
Manage and respond to in-depth client inquiries, including due diligence requests, regarding the product solutions, service level agreements, and compliance protocols
Provide clear guidance to new and existing clients on our service frameworks and operational processes to ensure a seamless partnership
Liaise with administrators, compliance, legal, and operations teams to ensure accurate and timely delivery of reporting documents (e.g., quarterly/annual reports)
Maintain accurate client records in our CRM system and ensure that all client interactions and solutions adhere to internal and regulatory standards
Proactively identify and implement improvements in our client support workflows, documentation, and internal controls to enhance efficiency and client experience
Ensure compliance with internal standards and client obligations
Assist in the planning and execution of strategic client engagement events, such as conferences, workshops, and exclusive client roundtables
Job Requirements:
A degree in Economics, Finance, or a related field
Professional qualifications (e.g., SCAQ, ICAEW or equivalent) are highly regarded
A minimum of 7-10 years of professional experience working in a highly demanding role for an alternative asset manager (i.e. a hedge fund, private equity fund, or venture capital fund), large bank, and/or fund administrator with experience working in Investor Relations
Experience working in Accounting/Finance and/or Operations would be a plus
Proven expertise in stakeholder management, with a track record of building and maintaining relationships withsenior-level contacts, legal counsel, compliance officers and administrators
Strong presentation skills and ability to produce compelling, accurate, and detailed materials and information for existing and prospective client including experience creating materials with important and sensitive information
Experience responding to Operational Due Diligence requests from institutional client
Proficiency in Microsoft PowerPoint, Excel and Word and previous experience working with a CRM system
High degree of organization skill, strong communication (both written and oral), and project management skills
Able to work in a dynamic environment, with colleagues who are across multiple geographic locations, and navigate through a multi-cultural environment
Growth mindset, entrepreneurial, highly motivated, with a can-do attitude
