Coller Capital
Associate, Investor Servicing, London (PW057)
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Investor Relations - Private Wealth
The Investor Relations function is responsible for the management and coordination of interactions with our global investor base. This role is within the Investor Servicing team focused on Private Wealth products, with responsibility for the overall client experience including onboarding, investor and advisor support, reporting, and technology integration.
As a key member of the Investor Services team, the individual will ensure that the needs of our existing investors and prospective investors are met in a professional, efficient, and timely manner.
The ideal candidate has experience with evergreen fund structures and understands the nuances of distribution partners (private banks, wirehouses, RIAs, custodians, independent broker/dealers) and their service providers. They understand how financial professionals transact in alternatives, work closely with the sales team, and liaise regularly with finance, investment, product, and legal/compliance teams. They are comfortable interacting with clients and have the ability to build strong internal and external relationships.
Key Tasks and Responsibilities:
- Manage the end-to-end investor lifecycle and transfer agent relationship, including onboarding, subscriptions, redemptions, transfers, account maintenance, and reporting.
- Field inquiries from Financial Advisors, investors, home office contacts, custodians, and internal stakeholders regarding Coller’s investment offerings.
- Develop a thorough understanding of the Coller funds, including: the financial reports of each fund, the underlying investments, and our bespoke financial system, to be able to access information independently to draft responses to more complex queries and to contribute to the production of collateral for investors.
- Partner with Coller’s investment team, finance, and third-party transfer agents on client inquiries, problem resolution, and reconciliation.
- Collaborate closely with Legal and Compliance to ensure investor onboarding, communications, and document distribution activities comply with regulatory requirements, fund offering guidelines, and internal controls.
- Generate and deliver internal and external reporting.
- Support the onboarding of, and ongoing coordination with, Private Wealth digital platforms and custodians, as well as distribution partners, ensuring a smooth and efficient integration and a best-in-class investor experience.
- Maintenance of the Salesforce customer relationship management system to support Coller Capital’s investor relations and fundraising activities.
- Take part in projects and initiatives to ensure Coller Capital continues to deliver a best-in-class investor experience.
- Production of valuation reports, webcasts, investor meeting materials, and other ad hoc materials.
- Where relevant, participate in update meetings and calls with investors or financial advisors.
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Essential Experience:
- Undergraduate Degree or equivalent from top-tier university.
- Experience in finance, accounting, banking, private equity, or asset management.
- Excellent written and oral communication skills.
- Advanced MS Office, including Excel, PowerPoint, and Word.
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Desirable Experience:
- Working knowledge of Private Equity.
- Experience servicing perpetual fund products and/or private wealth platforms.
Competencies:
- Highly analytical, with strong attention to detail and accuracy.
- Organized and able to see tasks through to completion.
- Client-focused, with strong relationship-building skills across internal and external stakeholders.
- Enthusiastic, perceptive, and able to motivate others.
- Collaborative team player who is also self-starting and independent.
For more information, visit www.collercapital.com.
For more information about Coller Secondaries, please visit: https://secondariesinstitute.collercapital.com
Coller Capital is an equal opportunities employer committed to building a diverse and inclusive workplace. We consider all applications on merit and do not discriminate on the basis of race, gender, age, disability, sexual orientation, religion, or any other protected characteristic. We encourage applications from all backgrounds and are dedicated to providing an inclusive recruitment process for all candidates.
Please note that we may share your application details with a third party recruitment agent for the purpose of candidate management.
Please let us know if we can make any reasonable adjustments at interview in order to fully support and promote your talent.
Please note that your application will be shared with our third party headhunting team at Marshall Machado.
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