Consultant, Administration - Private Equity

Our client is a globally recognised, award-winning financial institution providing innovative services to successful individuals, families, and institutions. A vacancy has arisen in their Private Equity Operations team, offering an exceptional opportunity to deliver first-class service to a variety of Private Equity clients. The role involves working closely within the administration team to support clients with active investment portfolios. Successful candidates will be responsible for liaising with internal teams and the Investment Advisor while managing cash management tasks and handling investor administration. Moreover, the role requires the completion of ad-hoc queries whilst ensuring that all client key performance indicators (KPIs) are met. This is a full-time position, providing the opportunity to contribute significantly to client satisfaction and operational excellence.

Job Duties:

• Provide premier client service by building strong relationships with the Investment Advisor and other third parties
• Develop a thorough understanding of clients and their bespoke requirements
• Resolve complex client issues in collaboration with internal teams
• Organise delivery of key client tasks, ensuring deadlines are met
• Conduct daily cash management processes according to policy
• Process and review foreign exchanges, invoices, and bank reconciliations
• Manage the investor call and distribution process end-to-end
• Participate in the investor transfer process, tax reporting, and AML reviews
• Oversee the monitoring of assigned mailboxes and support team members
• Attend meetings, write timely minutes, and assist in the setup of special purpose vehicles
• Identify efficiencies to reduce risk and improve operational processes

Job Requirements:

• Previous experience as a Senior Fund Administrator is preferred
• Excellent organisational skills and the ability to manage multiple priorities
• Enthusiastic approach and positive attitude towards customer service
• Strong analytical and problem-solving skills
• Initiative to develop procedures and checklists for team support
• Advanced Excel skills; knowledge of Investran is advantageous
• Understanding of various financial instruments, local regulations, and laws
• Qualifications in business or financial services are preferred but not essential
• Strong team player with flexibility and the ability to work under pressure

What You’ll Love:

You will join a flexible and collaborative work culture committed to financial strength and community service. Our client encourages movement within the organisation, provides access to senior leaders, and fosters an environment where exploration of new ideas is welcomed. This is an opportunity to take pride in your contributions while being part of a workplace with a greater purpose, where your efforts can lead to remarkable achievements.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here