Senior Associate, Investor Relations & Private Markets

Capital Dynamics; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

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

You will act as a principal touchpoint across onboarding, fundraising communications and ongoing servicing, coordinating with Legal, Compliance and fund administrators to ensure a seamless investor experience. Candidates bring at least 6 years in client services or investor relations, with direct exposure to private equity or asset management, strong AML/KYC knowledge, GDPR awareness

Qualifications

• Minimum of 6 years' relevant experience in client services or investor relations operations.
• Direct experience at a private equity firm, alternative investments, family office or wealth management firm, external client-facing.
• 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.

Responsibilities

• Act as the primary relationship manager and point of contact for Capital Dynamics 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.
• Guide investors globally through the AML/KYC onboarding process, working closely with Legal, Compliance and fund administrator teams to meet fund jurisdiction requirements.
• 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.
• Collaborate closely with fund administrators, tax preparers and auditors to manage required deliverables and resolve client queries in their areas.

Skills

Investor relations

Client services

Relationship management

Communication

Private equity knowledge

Education

Master's degree or MBA

CFA/CAIA/CPA bonus

Job description

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

You will act as a principal touchpoint across onboarding, fundraising communications and ongoing servicing, coordinating with Legal, Compliance and fund administrators to ensure a seamless investor experience. Candidates bring at least 6 years in client services or investor relations, with direct exposure to private equity or asset management, strong AML/KYC knowledge, GDPR awareness