Senior Associate, Client Relations (Private Equity)

Capital Dynamics; New York (NY); On-site; USD 125,000 - 150,000; Full time

Job summary

Capital Dynamics is seeking an experienced Senior Associate, Client Relations to support the U.S. investor base.

Reporting to the Vice President of Client Relations, you will be a principal touchpoint, guiding institutional and private wealth investors from onboarding through ongoing servicing. You'll combine relationship management with deep private equity fluency, coordinating with Legal, Compliance and fund administrators to ensure timely, accurate interactions that reflect the firm’s

Qualifications

• 6+ years' relevant experience in client services, investor relations, finance, or legal/compliance operations.
• Direct experience at a private equity firm, fund administrator, family office or wealth management firm, in an external-facing capacity.
• General knowledge of private equity operations and terminology.
• Strong knowledge of anti-money laundering and control procedures, GDPR requirements, and partnership subscription and transfer agreements.

Responsibilities

• Act as the primary point of contact for U.S.-based investors during the closing and post-close processes, handling inquiries and requests with professionalism and speed.
• Manage post-fundraising communication and reporting to clients and the Sales team, keeping every touchpoint timely and well organised.
• Manage inbound and outbound investor communications by email and phone across U.S. Eastern and Pacific business hours.
• Build and maintain strong client relationships, underpinned by excellent communication and interpersonal skill.
• Provide clients with updates on fund performance, regulatory developments and other relevant information to strengthen trust and engagement.
• Manage the client portal to ensure timely, accurate information and a seamless investor experience.
• Maintain accurate records of client interactions and communications in internal systems.
• Guide investors globally through the AML/KYC onboarding process, working closely with Legal, Compliance and fund administrator teams to meet fund jurisdiction requirements.
• Collaborate closely with fund administrators, tax preparers and auditors to manage required deliverables and resolve client queries in their areas.

Skills

Client services

Investor relations

Finance

Legal/compliance

Education

Master's degree

MBA

CFA/CAIA/CPA bonus

Job description

About Capital Dynamics

Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and direct investments) and clean energy.

About Capital Dynamics

Capital Dynamics is an independent global asset management firm focusing on private equity (primaries, secondaries and direct investments) and clean energy.

Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 14 offices in Europe, North America, and Asia.

Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as in GRESB benchmarking for its clean energy strategy.

Client Relations

Client Relations is the connective tissue between Capital Dynamics and its more than 1,500 global investors. As the one consistent point of contact throughout each relationship, the team doesn't just service accounts — it represents Capital Dynamics as a whole. It's one of the firm's few genuinely externally-facing functions, working cross-functionally across the entire organisation to engage and strengthen relationships with our investors, consultants and advisors.

The Opportunity

We're seeking an experienced client servicing professional to support Capital Dynamics' U.S. investor base as Senior Associate, Client Relations, reporting to our Vice President of Client Relations.

This is a pivotal, trust-critical role: you'll be a principal touchpoint for sophisticated institutional and private wealth investors, shaping how they experience Capital Dynamics at every stage of the relationship, from closing through to ongoing servicing.

You'll combine genuine relationship management skills with deep technical fluency in private equity and client relationship management — guiding investors through onboarding and periodic reviews, coordinating with Legal, Compliance, and fund administrators, and ensuring every interaction reflects the calibre investors expect from a firm of our standing.

This role is not suited to a general client-servicing background. Candidates must bring direct client relationship management experience gained specifically within private equity or asset management — for example, at a private equity firm, family office or wealth management firm, in a genuinely external-facing capacity.

Key Responsibilities

Investor Relationship Management

• Act as the primary point of contact for U.S.-based investors during the closing and post-close processes, handling inquiries and requests with professionalism and speed.
• Manage post-fundraising communication and reporting to clients and the Sales team, keeping every touchpoint timely and well organised.
• Manage inbound and outbound investor communications by email and phone across U.S. Eastern and Pacific business hours.
• Build and maintain strong client relationships, underpinned by excellent communication and interpersonal skill.
• Provide clients with updates on fund performance, regulatory developments and other relevant information to strengthen trust and engagement.
• Manage the client portal to ensure timely, accurate information and a seamless investor experience.
• Maintain accurate records of client interactions and communications in internal systems.
• Guide investors globally through the AML/KYC onboarding process, working closely with Legal, Compliance and fund administrator teams to meet fund jurisdiction requirements.
• Collaborate closely with fund administrators, tax preparers and auditors to manage required deliverables and resolve client queries in their areas.

What We're Looking For

Experience & Background

• 6+ years' relevant experience in client services, investor relations, finance, or legal/compliance operations.
• Direct experience at a private equity firm, fund administrator, family office or wealth management firm, in an external-facing capacity.
• General knowledge of private equity operations and terminology.
• Strong knowledge of anti-money laundering and control procedures, GDPR requirements, and partnership subscription and transfer agreements.
• Highly developed interpersonal, customer service, and verbal and written communication skills — comfortable speaking with investors at all levels of seniority.

Education & Qualifications

• Exceptional academic qualifications, preferably in Legal, Finance, Economics or Business.
• A Master's degree or MBA is preferred; additional credentials such as CFA, CAIA or CPA are a bonus.

Compensation

Base Salary - USD 125,000 - 150,000 plus bonus

Our Equal Opportunity Commitment

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 24 nationalities represented across our staff in 14 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion (“D&I”) is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.

Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.

Disclaimer

Due to the volume of applications we receive, we are only able to contact candidates who have been shortlisted for further consideration. If you have not heard from us within two weeks of submitting your application, please assume that your application has not been successful on this occasion. We appreciate the time you have taken to apply and encourage you to monitor our careers page for future opportunities.