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Manager – Institutional Client Services

Paris, France

Job Summary

Lead a small team whose mandate is to manage existing and new relationships, and act as the main point of contact with investors for all their queries. University education or business school with a finance specialisation, BAC+5. Prior experience in a similar position or as a Customer Service Manager within a management company or in fund administration. Fluent in French with a high command of English.

Details

About Our Client

Our client is a leading alternatives asset manager with in-depth expertise in investing across private equity, private credit, real assets strategies. The firm is seeking an experienced investor relations professional to join their Paris office and act as a dedicated client services specialist focused on maintaining relationships with institutional clients. You will lead a small team whose mandate is to manage existing and new relationships, and act as the main point of contact with investors for all their queries.

What the Job Involves:

* Leading and coordinating the onboarding process with all internal and external stakeholders
* Responding to investor requests in collaboration with the client coverage teams
* Preparation of support documents for customer review in collaboration with the investment and client coverage teams
* Participating in the organisation of AGMs (General Assemblies) / Advisory Committees
* Coordinating responses to periodic questionnaires, including ESG from our investors with our operational and ESG teams
* Participating in reviewing and updating KYC files as well as reviewing digital tools that enhance workflow efficiency
* Coordinating specific operational tasks with the support of MO teams (operations)
* Participating in the management and development of the CRM (SalesForce)
* Independently managing and interacting directly with a large variety of investors and stakeholders

Who We Are Looking For:

* University education or business school with a finance specialisation (BAC +5)
* Prior experience in a similar position or as a Customer Service Manager within a management company or in fund administration
* Demonstrable leadership and ability to optimise team activities with a constant focus on operational efficiency
* Good knowledge of financial instruments and the functioning of the fund’s investment
* Ability to prioritise workloads and adapt to large volumes
* Mastery of Excel and digital tools
* Fluent in French with a high command of English (written and oral)

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  • Job Reference #: 13847
  • Min Education: MA/MS
  • Min Experience: None

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