Senior Associate, Investor Servicing (US Clients - Private Equity)

Senior Associate, Investor Servicing (US Clients - Private Equity)

Location: Birmingham

Contract Type: Permanent (Full-time)

About Capital Dynamics:

Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and co-investments) and clean energy.

Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia.

Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy.

Role Purpose:

We are seeking an experienced Investor Services professional to provide support to the Capital Dynamics U.S. investor base. The Senior Associate, Investor Services plays a pivotal role in enhancing the investor client experience by delivering exceptional service and communication. With a proactive approach and strong collaboration across teams, you will contribute to building lasting client trust and drive the firm’s continued success.

The successful candidate will have a strong background in client servicing or relationship management, particularly within private equity or alternative investments, and a deep expertise in AML and KYC processes, to ensure a seamless investor experience.

Key Tasks and Responsibilities:

• Act as the primary point of contact for U.S - based investors during the closing process and post-close, handling inquiries and requests in a professional and timely manner.
• Manage inbound and outbound investor communications via email and phone during all U.S. business hours (across the eastern – Pacific time zones).
• Oversee and facilitate the global AML / KYC client-onboarding and ongoing review processes, ensuring compliance while providing a client-friendly experience.
• Guide investors globally through the AML / KYC onboarding process, and work closely with Legal, Compliance, and fund administrator teams to ensure compliance with fund jurisdiction requirements while providing a positive client experience.
• Track and manage periodic KYC refreshes, ensuring investors remain compliant with regulatory obligations while ensuring a seamless experience for investors.
• Manage post-fundraising communication and reporting to clients and the Sales teams in a timely and organized manner.
• Build and maintain strong relationships with clients, demonstrating excellent communication and interpersonal skills.
• Provide clients with updates on fund performance, regulatory developments, and other relevant information to strengthen trust and engagement.
• Maintain accurate records of client interactions and communications in internal systems.
• Managing the client portal to ensure timely updates and accurate information, facilitating a seamless client experience.
• Collaborate closely with fund administrators, tax preparers, and auditors to manage required deliverables and address client queries related to their areas.
• Exceptional relationship management experience with a client-facing approach.
• Good all-round understanding of private equity / alternative investments / financial services operations developed working in a fast-paced environment.
• Experience managing or supporting AML and KYC procedures for clients in a global setting.
• Experience coordinating with Legal / Compliance / IM /Marketing & Communications teams and third-party service providers.

Skills and Qualifications:

• Extensive experience in client relations within private equity or alternative asset management.
• Strong expertise in AML/ KYC requirements.
• Exceptional education qualification, preferred disciplines include Legal, Finance, Economics or business degree.
• Master’s degree/MBA preferred or additional credentials including CFA, CAIA, MBA, or CPA a bonus.

Diversity & Inclusion:

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a diverse global workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion (“D&I”) is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status, or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance, Consulting, and Management
• Industries: Venture Capital and Private Equity Principals, Investment Management, and Financial Services

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