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Manage the end-to-end investor lifecycle for Private Wealth products, including onboarding, subscriptions, and reporting. Coordinate with internal teams and external partners to ensure a professional client experience and regulatory compliance.
Requires an undergraduate degree and experience in finance, banking, or asset management. Proficiency in MS Office and experience with evergreen fund structures or private wealth platforms is highly desired.
The Investor Relations function is responsible for the management and co-ordination 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
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
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 note that your application will be shared with our third party headhunting team at Marshall Machado.
Coller Capital, founded in 1990, is one of the world's leading investors in private capital's secondary market.
Coller Capital, founded in 1990, is one of the world's leading investors in the secondary market for private assets – and widely acknowledged as an innovator in secondaries. The firm provides liquidity solutions to private markets investors worldwide, acquiring interests in private equity, private credit, and other private markets assets. With headquarters in London, and offices in New York, Hong Kong, Beijing, Seoul, Luxembourg, Zurich, Melbourne and Montreal, Coller’s multinational investment team has a truly global reach. In January 2021, the firm closed Coller International Partners VIII, with committed capital (including co-investment vehicles) of just over $9 billion and backing from over 200 of the world’s leading institutional investors. In February 2022, the firm closed Coller Credit Opportunities I, with committed capital (including co-investment vehicles) of c.$1.45 billion and backing from over 40 institutional investors. In March 2023, Coller Capital announced the creation of its global Private Wealth Secondaries Solutions (“PWSS”) business to provide further access to private capital markets for high-net-worth individuals. The Coller Secondaries Private Equity OpportunitiesFund ("C-SPEF") is a closed-end tender offer fund. For more information about this fund, including risks and a prospectus, please visit cspef.com. Potential investors should be aware that an investment in the Fund is speculative, involves a high degree of risk, and is suitable only for those investors who have the financial sophistication and expertise to evaluate the merits and risks of an investment in the Fund and for which it does not represent a complete investment program. Past performance does not guarantee future results. The fund is distributed by Paralel Distributors LLC.
Offices: Park House, 116 Park Street, London, W1K 6AF, GB · 950 3rd Avenue, New York, NY 10022, US · 16/F, The Henderson, 2 Murray Road, Central Hong Kong, HK · 136 Sejongdae-ro, Jung-gu, Level 21, Seoul Finance Center, Seoul, 04520, KR · 506, 5/F North Tower, Kerry Centre, No.1 Guanghua Road, Chaoyang District, Beijing , 100020, CN
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