Due Diligence Support, Private Wealth - Associate

Coller Capital; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their Investor Relations Due Diligence team. This exciting role offers the chance to engage with global investors and enhance fundraising activities for private wealth products. You'll be the linchpin of the team, ensuring seamless client interactions and addressing investor queries with professionalism and accuracy. If you have a strong analytical mindset, excellent communication skills, and a passion for finance, this is the perfect opportunity to make a significant impact in a dynamic environment. Join a firm that values diversity and is committed to creating an inclusive workplace where your contributions will be recognized and celebrated.

Qualifications

• Undergraduate degree from a top-tier university is essential.
• Experience in finance, accounting, or asset management is required.

Responsibilities

• Coordinate and respond to prospective Private Wealth investor questions.
• Support onboarding of private wealth platforms and distribution partners.

Skills

Analytical Skills

Communication Skills

Client Relationship Management

Attention to Detail

Education

Undergraduate Degree from top-tier university

Tools

MS Office (Excel, PowerPoint, Word)

Job description

The Investor Relations function is responsible for the management and co-ordination of interactions with our global investor base. This Role is within the Investor Relations Due Diligence team focused on private wealth products. This individual will be working with the Private Wealth and Investor Relations team including senior management to assist, co-ordinate and enhance Coller Capital’s Private Wealth investor relations and fundraising activities globally.

The individual will have the opportunity to get involved from the early stages of the firm’s Private Wealth offering; the role will act as the linchpin of the team’s Investor Services sub-function, co-ordinating seamless, high-quality client interactions across investor reporting, investor meetings, due diligence and investor queries. The individual will be responsible for ensuring that the needs and requirements of our investors are met in a professional, engaging and efficient manner.

Key Tasks and Responsibilities:

1. Responsible for co-ordination and responding to prospective PW investor questions, working closely with the European, Americas, Asia based Distribution Team to ensure consistent outputs across investors questions.
2. Develop a thorough understanding of the Coller funds, both Private Wealth products and Closed ended offerings, including the financial reports of each fund, the underlying investments and our bespoke financial system, to be able to access information independently to draft responses to more complex queries and to contribute to the production of collateral for investors.
3. Support Coller Capital’s Private Wealth distribution activities by producing marketing materials and assisting in the response to due diligence questions and requests.
4. Supporting the onboarding of private wealth platforms (iCapital, Allfunds, Euroclear etc.).
5. Supporting the onboarding of distribution partners for the PW, ensuring a smooth and efficient integration resulting in a best-in-class investor experience.
6. Continuous Enhancement and Support for PRIIPS and KIDS Updates.

Essential experience:

1. Undergraduate Degree from top-tier university.
2. Experience in finance, accounting, banking, private equity or asset management.
3. Excellent written and oral communication skills.
4. Advanced MS Office, including Excel, PowerPoint and Word.

Desirable experience:

1. Experience servicing perpetual fund products and/or private wealth platforms.
2. Fluency in a foreign language.

Competencies:

1. Highly analytical with excellent attention to detail and high levels of accuracy.
2. Strong written and verbal communication skills.
3. Organised, efficient and able to take responsibility for tasks to completion.
4. Client focus with the ability to build relationships with key internal and external stakeholders.
5. Hardworking, enthusiastic and dynamic individual who is perceptive to the needs of others and has the ability to motivate others.
6. Team-player with the ability to work across the organisation, but who is also self-starting and able to work independently.

Coller Capital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We consider qualified applicants without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are dedicated to complying with all applicable laws of the respective jurisdiction in which we operate.

We encourage all qualified applicants to apply and we will provide reasonable accommodations for individuals with disabilities to participate in the application process.

Please let us know if we can make any reasonable adjustments at interview in order to fully support and promote your talent.