About the Role
We are seeking a highly motivated and detail-oriented Client Solutions Analyst to join our Investor Relations team in New York City. In this role, you will support the delivery of exceptional service to our global investor base, helping to ensure their needs for timely, high-quality reporting and data are met. You will also contribute to fundraising efforts, collaborating with colleagues across regions to support due diligence and investor communications, while developing your technical and client-facing skills within a fast-paced private equity environment.
Responsibilities
- Assist in preparing customized and standardized investor reports, including historical and projected performance, cash flow projections, portfolio diversification, and investment simulations.
- Support responses to ad-hoc investor reporting requests, ensuring internal reporting requirements are met promptly and accurately.
- Provide clear, accurate answers to investor queries regarding data in reports, communications, and updates on fund activities.
- Support the resolution of inquiries involving both quantitative and qualitative aspects of the firm’s operations.
- Assist in preparing quantitative and financial data for prospective investors during due diligence, including historical and projected cash flows, performance indicators (IRR, Multiple, Yield, etc.), and asset characteristics.
- Support the update and production of marketing materials, such as the Excel Due Diligence Pack, marketing presentations, and Private Placement Memoranda (PPM).
- Assist with portfolio modelling and investment simulations for new funds.
- Help maintain the internal database of fund activities, including historical and projected cash flows, fund performance, and diversification.
- Support quarterly updates to the investor database, tracking its composition and changes for statistical and reporting purposes.
- Assist in ensuring the accuracy of fund performance updates for external database providers (PREQIN, Mercer, Cambridge).
- Support benchmarking of Ardian funds against the broader private equity market (PME+, Cambridge).
Requirements
- Up to 1 year of relevant experience, which may include internships, coursework, or full-time roles in investor relations or a related finance function (private equity exposure preferred).
- Bachelor’s degree from a top-tier business school, with a focus in Finance.
- Fluency in English is required (additional proficiency in French is a plus).
Skills
- Excel & PowerPoint Proficiency
- Understanding of financial models
- Coding & Data Tools: Familiarity with Python, Power BI, SQL, or similar tools is a plus.
- Attention to detail
- Problem-Solving & Adaptability
- Strong interpersonal and communication skills
Location
- New York City
Work Type
- Full-time
Experience Level
- Up to 1 year
Education Level
- Bachelor's degree
