Co-investment Manager / Relationship Manager

Maven Capital Partners; Glasgow; On-site; GBP 30,000 - 60,000; Full time

Job summary

Join a highly regarded investment firm as a Co-investment Manager, where you'll engage with Professional investors and manage complex queries. This role offers a unique opportunity to onboard new investors, oversee compliance, and communicate investment updates. If you're a self-motivated professional with a strong understanding of alternative investments and exceptional attention to detail, this position is perfect for you. Contribute to the success of impactful investment offerings while enjoying a comprehensive benefits package in a dynamic environment.

Benefits

Life Assurance (7 x Salary)

Income Protection

Health Cash Plan

25 days annual leave plus bank holiday

Private Medical Health

Company Sick Pay

Enhanced Maternity and Paternity Pay

Company paid training

Cycle to work scheme

Qualifications

• Experience with High-Net-Worth or Institutional Investors is essential.
• Strong knowledge of alternative investments is required.

Responsibilities

• Draft legal documents and assist in investment reviews.
• Manage investor queries and coordinate investment allocations.

Skills

Attention to detail

Problem-solving

Communication skills

Numerical skills

Organisational skills

Team collaboration

Job description

Co-investment Manager / Relationship Manager

Co-investment Manager – Private Equity & Property Investments

The Investor Partner function at Maven is responsible for raising funds for Private Equity and Property investments on a deal-by-deal basis, as well as for committed capital funds, from our Professional Client base across Maven and Mattioli Woods. This role offers a unique opportunity to engage with investors, manage complex queries, oversee compliance, and play a key role in launching investment products.

As a Co-investment Manager you will be instrumental in maintaining our investor base, onboarding new investors, and ensuring seamless communication with investors on their investments. This is a fantastic opportunity to join a highly regarded investment firm, build relationships with Professional investors, and play a crucial role in the success of our investment offerings. If you have the experience and expertise to excel in this role, we would love to hear from you.

What You Need to Succeed

• A confident, self-motivated professional who thrives in a dynamic environment.
• Exceptional attention to detail, sound judgement, and a hands-on approach to problem-solving.
• Experience working with High-Net-Worth (HNW) or Institutional Investors.
• Strong knowledge of alternative investments and their role in investment portfolios.
• A team player with the ability to collaborate across teams as well as work independently when required.
• Strong communication, numerical, administrative, and organisational skills.

Key Responsibilities

Pre-Trade:

• Drafting legal documents to support new investment opportunities.
• Assisting in the review and refinement of Investment Papers alongside Investment Executives and the Compliance team.

Book Build:

• Distributing new investment opportunities to the investor base.
• Managing the book build and allocation process.
• Handling investor queries, liaising with deal team executives as required.
• Confirming investment allocations and coordinating funds and legal documentation from investors.

Post-Trade:

• Setting up new investments on the Investor Portal and allocating investments accordingly.
• Onboarding new investors onto the Investor Portal.

Existing Investments:

• Providing investors with regular investment updates.
• Communicating investment exits, issuing notices, and distributing proceeds.
• Coordinating additional funding requirements with investors.
• Handling investor transfer requests, ensuring completion of legal documentation, and notifying relevant legal bodies.
• Liaising with tax, accounting, reporting, and deal teams to address complex investor queries.

Reporting & Distributions:

• Managing the six-monthly reporting and distribution cycle.
• Preparing distribution templates in collaboration with accounting functions.
• Communicating distribution notices and investor reports.

New Investors & Business Development:

• Engaging with potential investors, explaining the Investor Partner offering, track record, deal structures, return profiles, and tax treatment.
• Assisting Introducers through the onboarding process.
• Preparing marketing presentations and attending client events.
• Assessing new investors for Professional Client classification and conducting KYC/AML checks.

Marketing & Thought Leadership:

• Analysing investor introductions and sources.
• Generating ideas for topical articles on sector trends.
• Collaborating with developers to enhance systems for new product types and investors.
• Contributing to the maintenance and improvement of existing systems.

Your benefits package includes the following:

• Life Assurance (7 x Salary)
• Income Protection
• Health Cash Plan
• 25 days annual leave plus bank holiday
• Private Medical Health
• Company Sick Pay
• Enhanced Maternity and Paternity Pay
• Company paid training
• Cycle to work scheme

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales