Senior Fund Administrator & Client Relationship Manager – Private Equity

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Our client's fund business is growing!

Therefore, they are seeking to grow the team by adding both a Senior Fund Administrator and a Client Relationship Manager to join their Private Equity team. 

Responsibilities will include: 

  • Administer a complex range of funds, management companies and associated fund structures and liaise with clients and intermediaries as necessary
  • Co-ordinate all company secretarial matters, including attendance and preparation of minutes for board and shareholder meetings
  • Process and co-ordinate routine and complex fund operations
  • Ensure accurate investor records are maintained and process all investor changes /transfers thereon 
  • Ensure regulatory and statutory filings are made in a timely manner 
  • Act as a mentor to junior staff under the supervision of senior staff

Requirements:

  • The candidate will be expected to be part-qualified with a relevant professional qualification (preferably CGI Diploma level or equivalent)
  • Strong financial services experience
  • Very good interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts

For more information, please contact Ben on 01534 707811 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Mon, 16 Sep 2024
Closing Date: 
Mon, 16 Sep 2024
Reference: 
12155

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