Analyst, Investor Portal
SKILLS
FULL DESCRIPTION
Analyst, Investor Portal
London, Greater London, England, United Kingdom
[Employer hidden — sign up to reveal] has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. [Employer hidden — sign up to reveal] currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide.
For further details please visit [Employer hidden — sign up to reveal].com.
Purpose of Position
The core purpose of this role is to manage the content administration of [Employer hidden — sign up to reveal]'s investor portal.
The candidate will have primary responsibility for the timely and accurate upload of documents to [Employer hidden — sign up to reveal]'s Investor Portal, for coordination with the Tax, Finance, Client Reporting, Investor Relations and Marketing teams that generate these documents, for communicating to clients that their documents are available and have a key input into related change initiatives within [Employer hidden — sign up to reveal].
Key Responsibilities
- Maintain the Investor Portal to support client servicing (timely distribution of all client documents and communications, provide clients with lost login details, new user set up upon closings).
- Triaging and resolution of client queries within our service management system and the delegation of these amongst the wider Investor Relations team to ensure client needs are met responsively.
- Support the Investor Portal's continued development, functionality upgrades and processes.
- Data Mining, cleansing of documents and client nomenclature to ensure a smooth and efficient experience for clients.
- Coordinating closely with not only the Investor Relations team, but the wider firm, in particular Operations, Finance & Tax.
- Liaising with [Employer hidden — sign up to reveal]'s fund administrators to help support their reporting requirements.
Knowledge & Experience Required
- Experience working within the financial services sector.
- Experience with a document management system.
- Experience with client facing systems.
- Excellent communication skills, both written and verbal – we are looking for a "service minded person".
- Intermediate to expert Excel skills.
- Positive, enthusiastic attitude with an ability to work at pace with accuracy.
- Strong organisational skills, with exceptional attention to detail.
- Ability to prioritise workflow, seeking guidance from managers where required.
- Tenacity and high degree of professionalism.
- Confidence, proactivity and responsive communication to resolve client queries.
- Flexible, adaptable, problem-solving and 'a can do' attitude.
This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.
[Employer hidden — sign up to reveal] is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.