CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
We have partnered with a boutique and growing private equity investor to seek an Associate Director to take the initiative with investor relations and investor servicing. This business is still in its start-up phase however the organisation is built around high calibre individuals, through their drive, ambition, and professionalism. As they are raising their next fund, the firm has recognised a need to proactively engage with LPs and oversee the lifecycle of onboarding.
Working with the COO, the candidate will undertake, but not limited to the following:
Following up and assisting with investor queries
First point of contact for the administrator and assisting them with investor queries
Own and manage the investor subscription process
Assist in the completion of investor documentation: Self- certification; Investor Opt-Up; KYC
Liaise with Board Governance team
Monitor flow of portfolio investment documentation
Liaising with internal and external stakeholders such as Lawyers, Compliance, Brokers, Fund Directors in a timely, professional manner
The successful candidate will have significant previous experience of investor servicing or client onboarding within asset management or private equity. It is ideal if the candidate has been actively involved in a period of AuM growth or merger. The individual must be able to communicate clearly with both internal and external stakeholders.