Associate / Senior Associate Analyst - Birmingham, United Kingdom - Capital Dynamics

Description

Role:
Analyst OR Associate - Investor Client Relations (Private Equity)

Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit.

Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors.

Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in Europe, North America, and Asia.

Client Relations is one of the few externally facing teams and given our outreach, works cross functionally across the entire organization.

The Analyst or Associate will work closely with investment, marketing and communication, product development and strategy teams across the firm to execute top-quality client management and support business development efforts.

The Analyst OR Senior Analyst will sit in a strategic position where you will be responsible for first class client servicing and investor's relationship management.

The role holder will be working closely with colleagues and clients in the US , as a result there is the requirement that the Analyst or Associate can commit to flexible working hours to accommodate US time zone coverage.

Act as the initial contact for inquiries received by phone, e-mail and mail from investors and their representatives
Maintain the firm's investor database. Assist in the implementation of joint CR initiatives with Sales, Legal and Compliance, Fund Operations, Marketing and Communication

Assist with various seasonal, annual, and semi-annual projects (FATCA / CRS / CDOT tax compliance, KYC and AML checks, transfers, annual meeting planning, and webcasts).

Close coordination required with Legal / Compliance / IM /Marketing & Communications teams and third-party service providers

2 to 5 years' relevant experience in client services, investor relations, finance or legal / compliance operations or client onboarding operations etc.

~ Experienced working at a private equity, fund administrator, investment family office or wealth management firm, and in an external facing capacity.
~ General knowledge of private equity / asset management general operations and terminology.
~ Strong knowledge of anti-money laundering (AML / KYC) and control procedures, client onboarding, GDPR requirements, partnership subscription and transfer agreements, data protection.
~ A bachelor's degree, preferably in Economics, Finance, Communications, or Marketing, etc.
Highly developed Microsoft skills, particularly in Excel (tables, reports, queries).
Working knowledge of Microsoft Dynamics, Salesforce or other CRM tool, investor reporting portals.


Language skills:
~ Written and spoken fluency in German would be highly beneficial to the role.

Strong organizational and multi-tasking skills, process oriented yet creative and open-minded
Ability to work in a small satellite office, in a small global team environment, and with minimal supervision;


Diversity & Inclusion:

We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity.