PER, Private Equity Recruitment

Institutional Client Services Manager, Private Equity, Paris, France

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Job Location

Paris, France

Job Description

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. You will lead a small team whose mandate is to manage existing and new relationships and act as the main point of contact with investors for all their queries. What the job involves
  • Lead and coordinate the onboarding process with all internal and external stakeholders
  • Respond to investor requests in collaboration with client coverage teams
  • Preparation of 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)
  • Participates in the management and development of the CRM (Sales Force)
Who we are looking for
  • 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)


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Location: Paris, FR

Posted Date: 10/21/2024
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Contact Information

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PER, Private Equity Recruitment

Posted

October 21, 2024
UID: 4883633095

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