Client Solutions Analyst

Ardian Jobs & Internships

New York (NY)

On-site

USD 70,000 - 100,000

Full time

14 days+

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Job summary

Ardian seeks a Client Solutions Analyst in New York City to support investor relations, deliver timely reporting, and assist with fundraising due diligence. You will work on cash flow projections, IRR metrics, and portfolio analytics while collaborating with teams across regions and enhancing data-driven client service.

The role emphasizes technical/reporting skills, English fluency, and the ability to handle multiple tasks in a fast-paced private equity environment.

Qualifications

  • Bachelor's degree in Finance or related field.
  • Fluent in English; French is a plus.
  • Experience in investor relations or finance preferred.

Responsibilities

  • Prepare customized investor reports and run analyses for historical and projected performance.
  • Address investor inquiries with accurate data and clear explanations.
  • Assist fundraising due diligence with cash flows, IRR and related metrics.
  • Maintain fund activity data and support quarterly investor updates.

Skills

English fluency
Excel
PowerPoint
Financial modelling
Python / Power BI / SQL
Attention to detail
Problem-solving
Communication
Interpersonal skills

Education

Bachelor's degree in Finance

Tools

Python
Power BI
SQL

Job description

Position Overview

We areseekinga 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 fortimely, 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.

Key Responsibilities
Investor Reporting and Analysis
  • Assistin 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, helping ensure internal reporting requirements are met promptly and accurately.

Addressing Investor Inquiries
  • Help provide clear,accurateanswers to investor queriesregardingdata in reports, communications, and updates on fund activities.

  • Support the resolution of inquiries involving both quantitative and qualitative aspects of the firm’s operations.

Fundraising Support
  • Assistin 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).

  • Assistwith portfolio modelling and investment simulations for new funds.

Database Management and Reporting
  • Helpmaintainthe internal database offundactivities, 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.

  • Assistin 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).

Qualifications
  • 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 isrequired(additionalproficiency in French is a plus).

Skills & Competencies
  • Excel & PowerPoint Proficiency: Strong technical skills in Excel for financial modelling and data analysis, and PowerPoint for creating high-quality presentations.

  • Understanding offinancial models: Familiarity with corporate and private equity financial models, with the ability todemonstrateaptitude through an interview and tailored Excel test.

  • Coding & Data Tools: Familiarity with Python, Power BI, SQL, or similar tools is a plus.

  • Attention to detail: Ability to ensure accuracy and precision in reporting and analysis.

  • Problem-Solving & Adaptability: Quick to learn and adapt, with the ability to handle complex tasks andshiftingpriorities in a fast-paced, dynamic environment.

  • Strong interpersonal and communication skills, with the ability to work seamlessly with teams across departments and interact effectively with both internal stakeholders and external clients.

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