Senior Associate, Relationship Management
Job Description
REQUIREMENTS
- Bachelor’s Degree required and post graduate qualification preferred (i.e. CFA/MBA)
- Fluent in English
- 7+ years’ experience in financial services, with an emphasis on private markets
- Familiarity with the GCC institutional LP landscape
- Good understanding of capital structures, different financial instruments and basic portfolio construction
- Strong quantitative/analytical skills (data analysis, numerical skills, problem solving etc.)
- Experience with Microsoft Office programs (Outlook, Word, Excel, Power Point)
- Strong work ethic, positive attitude, and a willingness to learn and receive feedback
- Desire to work as part of a team with a strong focus on client needs
- Excellent communication and listening abilities
- Organizational skills; ability to manage multiple projects effectively and on-time
- Ability to exercise discretion and maintain confidentiality
- Resourcefulness; ability to navigate ambiguity
RESPONSIBILITIES
- Assist and manage the development of Strategic Planning
- Modelling Portfolio Construction and Pacing scenarios
- Manage monthly client meetings and follow up items
- Act as a conduit between our clients and our client’s broader organization
- Navigate internal organizational dynamics, leveraging cross-functional approach to support our clients
- Learn and maintain a working knowledge of our client’s technology tools to aggregate and present information needed for client deliverables.
- Assist in the creation and reviewing of presentation materials for SMA clients and prospects
- Develop expertise in our client’s transaction offerings to support investment objectives for our clients and ability to speak broadly on the private markets
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