Client Solutions Analyst

ARDIAN US LLC; Village of the Branch (NY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Ardian seeks a Client Solutions Analyst to join its Investor Relations team in New York City, supporting timely, high-quality reporting and data delivery to a global investor base while aiding fundraising across regions.

This role develops technical and client-facing skills in a fast-paced private equity environment, handling investor inquiries, portfolio modelling, and reporting with advanced Excel, PowerPoint, Python, and SQL.

Qualifications

• Up to 1 year of relevant experience 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).
• Proficiency in Excel and PowerPoint for financial modelling and presentations.
• Familiarity with private equity reporting standards and fundraising processes is a plus.

Responsibilities

• Prepare customized and standardized investor reports, including historical and projected performance, cash flows, and simulations.
• Respond to ad-hoc investor reporting requests promptly and accurately.
• Assist in fundraising data preparation for due diligence and marketing materials.
• Maintain internal databases of fund activities and support quarterly updates.
• Benchmark Ardian funds against market data and support portfolio modelling.

Skills

Excel

PowerPoint

Financial modelling

Communication

Attention to detail

Problem-solving

Education

Bachelor's degree in Finance

Tools

Python

Power BI

SQL

Job description

Position Overview

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.

Key Responsibilities

Investor Reporting and Analysis

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, helping ensure internal reporting requirements are met promptly and accurately.

Addressing Investor Inquiries

Help 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.

Fundraising Support

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.

Database Management and Reporting

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).

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 is required (additional proficiency 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 of financial models: Familiarity with corporate and private equity financial models, with the ability to demonstrate aptitude 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 and shifting priorities 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.

ABOUT ARDIAN

In a world of constant evolution, Ardian stands out for its ability to anticipate, adapt, and turn challenges into opportunities. As a global, diversified private markets firm with 22 offices and more than 350 investment professionals worldwide, we provide investment and customized solutions that reflect new economic dynamics and help our clients remain resilient in a changing world.

We deliver multi-local expertise and long-term performance for our investors and partners as well as shared value for the broader society. Since Ardian’s inception in 1996, our pioneering approach to diversification and our ability to offer tailor‑made solutions at scale have remained the heart of our strategy. Through commitment, knowledge and technology, we bring lasting value to our companies and contribute positively to the whole industry. Ardian currently manages or advises $200bn for more than 1,920 clients worldwide across Private Equity, Real Assets, and Credit.

Ardian. Mastering change for lasting value. ardian.com

At ARDIAN, we are proud of our diverse culture. As a forward thinking organization, we recognize that having people from different backgrounds brings innovation and excellence. Therefore, a diverse and inclusive environment is key to our business success.

Ardian is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran or military status, genetic information, ancestry, marital status as a victim of domestic violence, pregnancy or child birth (including breastfeeding) or any other class protected by federal, state or local laws. It is our policy to comply with all applicable laws governing employment practices and not to discriminate on the basis of any unlawful criteria. This policy applies to all terms and conditions of your employment including, but not limited to, hiring, placement and promotion.