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About the Role

We are seeking an experienced client servicing professional to support Capital Dynamics' U.S. investor base as Senior Associate, Client Relations. This pivotal role involves being a principal touchpoint for sophisticated institutional and private wealth investors, shaping their experience with Capital Dynamics from onboarding through ongoing servicing. The role requires a blend of relationship management skills and technical fluency in private equity and client relationship management.

Responsibilities

Act as the primary point of contact for U.S.-based investors during the closing and post-close processes, handling inquiries and requests with professionalism and speed.
Manage post-fundraising communication and reporting to clients and the Sales team, keeping every touchpoint timely and well organised.
Manage inbound and outbound investor communications by email and phone across U.S. Eastern and Pacific business hours.
Build and maintain strong client relationships, underpinned by excellent communication and interpersonal skill.
Provide clients with updates on fund performance, regulatory developments and other relevant information to strengthen trust and engagement.
Manage the client portal to ensure timely, accurate information and a seamless investor experience.
Maintain accurate records of client interactions and communications in internal systems.
Guide investors globally through the AML/KYC onboarding process, working closely with Legal, Compliance and fund administrator teams to meet fund jurisdiction requirements.
Collaborate closely with fund administrators, tax preparers and auditors to manage required deliverables and resolve client queries in their areas.

Requirements

6+ years' relevant experience in client services, investor relations, finance, or legal/compliance operations.
Direct experience at a private equity firm, fund administrator, family office or wealth management firm, in an external-facing capacity.
General knowledge of private equity operations and terminology.
Strong knowledge of anti-money laundering and control procedures, GDPR requirements, and partnership subscription and transfer agreements.
Highly developed interpersonal, customer service, and verbal and written communication skills — comfortable speaking with investors at all levels of seniority.

Skills

Client Relationship Management
Private Equity
Communication
Interpersonal Skills
Customer Service

Location

U.S.

Work Type

Full-time

Experience Level

Senior

Education Level

Master's degree or MBA preferred
CFA, CAIA or CPA credentials are a bonus

Salary/Compensations

USD 125,000 - 150,000 plus bonus

About the Company

Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and direct 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 14 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 in GRESB benchmarking for its clean energy strategy.

Equal Opportunity

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce.
We are a global company with 24 nationalities represented across our staff in 14 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.
Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.