Investment Services Associate
1 week ago
The Investor Relations function at Coller Capital is responsible for managing interactions with our global investor base. This role focuses on Private Wealth product offerings, ensuring the needs of existing investors are met professionally and efficiently.
- Respond to investor queries within 24 hours, requiring complex analysis and collaboration with the London-based Investor Services team.
- Develop a thorough understanding of Coller funds, including financial reports, underlying investments, and our bespoke financial system, to draft responses to complex queries and contribute to collateral production.
- Support coordination with Private Wealth platforms and distribution partners for Private Wealth products, ensuring a smooth integration resulting in a best-in-class investor experience.
- Produce valuation reports, webcasts, investor meeting materials, and other ad hoc materials.
- Work closely with custodians to ensure investors' capital is supported on their platforms.
- Ensure the Salesforce customer relationship management system is up-to-date with accurate information to support Coller Capital's investor relations and fundraising program.
- Collaborate with departments, including Investment, Finance, Tax, and IT, to ensure consistency of investor service.
- Participate in projects and initiatives to deliver a best-in-class investor experience.
- Undergraduate degree from a top-tier university.
- Experience in finance, accounting, banking, private equity, or asset management.
- Excellent written and oral communication skills.
- Advanced MS Office skills, including Excel, PowerPoint, and Word.
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