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Client Services Associate – Graduate - Private Equity

Connection Capital
Daventry, Vereinigtes Königreich
Gepostet vor 1 Tag Permanent Competitive
We are seeking an enthusiastic individual to join us as an Associate within the Client Services Team, located in Connection Capital’s Daventry office. The successful candidate will be provided with ongoing training and support, mentored by a Client Services Executive within the Team.

Client Services Associate – Private Equity, Private Debt, Alternative Asset funds

 

The role is likely to be of interest to a graduate calibre candidate who may have 1-2 years previous experience of working in the investment arena (ideally, but not necessarily, including private markets / alternative assets), or within a professional services company such as a law or accountancy firm.Ideally the successful candidate will be a strong communicator who is able to pay attention to detail when working to tight timelines. 

The role provides an ideal opportunity for both personal and career development as well as the experience of working for an established, dynamic, growing company within one of the most exciting areas of investment.

The Role

Main Purpose

To deliver a professional client service to Connection Capital clients, Investee Companies and Third Party Administrators, ensuring that all necessary administration, client communication and reporting is carried out to a high standard.

Based

Connection Capital offices – Daventry, Northamptonshire.

Reporting to

Head of Client Services.

Reportees

None.

Skills & Knowledge Requirements - Essential

  • Strong communication skills, both written and oral
  • Proficient in the use of Microsoft Word and Excel
  • Proficient in the use of Customer Relationship Management (CRM) systems
  • Strong and accurate numeracy skills
  • Good analytical skills
  • Strong organisational skills
  • Flexibility
  • Pragmatic approach

Skills Requirements - Desirable

  • Awareness of different types of investment structures
  • Strong administration background
  • Understanding of FCA Regulatory framework
  • Previous experience of working in investments or a professional services Company
  • Previous experience of working in private equity / private debt /alternative asset funds
  • Previous experience of annual accounts and tax returns
  • Graduate degree

Principal Responsibilities

  1. Processing of client documentation in respect of new investments;
  2. Updating all client records and internal systems post completion of an investment;
  3. Processing of AML documentation for new clients and ensuring these records are kept up to date;
  4. Preparation of payment sheets using Excel for client payments.  Communicate details of the payment to the clients by email;
  5. Update CRM system with client information and transactions in relation to investment activity;
  6. Regular liaison with a variety of Third Parties including our lawyers, Investee Companies, fund administrators, asset managers and SIPP providers;
  7. Regular liaison and communication with Connection Capital clients, including responding to enquiries in a timely manner;
  8. Involvement in the annual accounts and tax return process. To include checking of the documentation and the information received and issuance to the clients. 

Efc SoSe

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