Senior Associate / Vice President, Investor Servicing

Coller Capital is a global leader in the secondary market for private assets, renowned for being a pioneer and innovator in the asset class. Founded in 1990, Coller provides investment and liquidity solutions to private market investors worldwide, and currently manages $46 billion in private equity, private credit, and other private market vehicles. With headquarters in London and offices across North America, Europe, and Asia-Pacific, our multinational team offers a truly global reach.

The Investor Relations function is responsible for the management and co-ordination of interactions with, and requests from, our global investor base of around 600 institutional investors. The Investor Relations Team is also responsible for identifying and building relationships with prospective investors. As a key member of the Investor Services sub-function, the individual will ensure that the needs of our existing investors and prospective investors are met in a professional, efficient, and timely manner.

Key Tasks and Responsibilities:

• IR Inbox – working with the Investor Services team to ensure that all investor queries are responded to appropriately and within 24 hours. This will include producing complex analysis requiring accounting, financial, tax or regulatory knowledge.

• Develop a thorough understanding of the Coller funds, 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

• Work closely with the team to return investors’ quarterly additional reporting requirements in a timely manner after the accounts have been released

• Support the Investor Relations Manager in the production of quarterly reports, LP meeting materials and other ad hoc materials

• Work closely with the funds’ administrators to ensure a positive investor experience

• Ensuring that the Salesforce customer relationship management system is kept up to date with accurate information to support Coller Capital’s investor relations and fundraising programme

• Work closely with other departments, including the Investment Team, Finance, Tax and IT, and our third-party administrators to ensure consistency of investor service

• Take part in projects and initiatives to ensure Coller Capital continues to deliver a best in class investor experience

• Where relevant, participate in update meetings and calls with investors

Essential experience:

• Undergraduate Degree (minimum 2:1) or equivalent from top-tier university

• Chartered Accountant/CFA/other professional qualification

• Experience in finance, accounting, banking, private equity or asset management

• Excellent written and oral communication skills

• Advanced MS Office, including Excel, Powerpoint and Word

Desirable experience:

• Working knowledge of private equity

• Experience using Salesforce

• Fluency in a foreign language

Competencies:

• Highly analytical with excellent attention to detail and high levels of accuracy

• Strong written and verbal communication skills

• Organised, efficient and able to take responsibility for tasks to completion

• Client focus with the ability to build relationships with key internal and external stakeholders

• Hardworking, enthusiastic and dynamic individual who is perceptive to the needs of others and has the ability to motivate others

• Team-player with the ability to work across the organisation, but who is also self-starting and able to work independently

Benefits:

In addition to a competitive salary and bonus scheme, we offer private medical insurance and an attractive pension.

Please let us know if we can make any reasonable adjustments at interview in order to fully support and promote your talent.