Our client is seeking a full-time Private Capital Senior Investor Relations Specialist to join their dynamic team. This role is essential in providing fund administration and accounting services to Private Capital funds and associated vehicles, ensuring compliance with relevant documentation and regulatory requirements. Located in a vibrant environment, you will be part of the Private Capital Investor Relations team, responsible for delivering operational support throughout the investor lifecycle. Your main focus will be on handling investor queries and instructions, distributing communications, and maintaining accurate static data. This position also involves collaboration with various internal teams, including Fund Administration and AML/KYC, while adhering to established procedures and service level agreements (SLAs).
JOB DUTIES:
- Distribute investor correspondence, including drawdown and distribution notices, financial statements, and other communications.
- Proactively monitor dedicated mailboxes to log, prioritise, assign, and progress queries and instructions within agreed service standards.
- Handle complex, non-standard, time-sensitive investor queries and instructions, coordinating input from relevant teams and escalating issues when necessary.
- Track investor responses, delivery confirmations, and outstanding actions, while assisting in the resolution of overdue or sensitive matters.
- Process requests for updates to investor static data, ensuring accuracy and completeness before completing changes.
- Create and maintain investor and fund static data in relevant systems as required by procedures.
- Assist with the administrative onboarding of new investors by preparing necessary information and ensuring compliance with KYC/CDD requirements.
- Support operational processes for investor changes, transfers of interest, and off-boarding according to documented procedures.
- Act as a peer reviewer for the work prepared by other team members, ensuring adherence to controls and providing constructive feedback.
- Maintain operational trackers, contributing to management information on service levels and quality findings.
- Assist in training and process improvement initiatives, including the implementation of new systems or controls.
JOB REQUIREMENTS:
- Relevant experience in investor relations, fund administration, or a comparable financial services environment is essential.
- Ability to manage detailed instructions, ensuring work is completed accurately within deadlines and controls.
- Strong knowledge of investor servicing, onboarding, and lifecycle processes within a controlled operating environment is required.
- Excellent organisation and prioritisation skills to handle high-volume and time-sensitive activities effectively.
- Clear verbal and written communication skills with a professional approach to investor and client interactions.
- Proven capability to work collaboratively with internal teams such as Investor Relations and Fund Administration.
- Solid working knowledge of Microsoft Office, particularly Outlook, Word, and Excel.
- Experience using fund administration or query management systems, such as eFront FIA or Intralinks, is desirable.
- A proactive and detail-oriented mindset with the ability to identify issues and introduce improvements.
WHAT YOU’LL LOVE:
This role provides a competitive salary and benefits, including opportunities for professional development and structured career progression. Our client offers a collaborative working environment focused on continuous improvement, coupled with potential support for relevant professional qualifications. You will be part of a team that values integrity, accuracy, and a commitment to client service, all while enjoying regular social and team events.
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