Client Services and Fundraising Associate

Responsibilities

• Work with the team on the continuing development of Client Service processes and infrastructure in response to LP base and organisational developments
• Contribute to formal periodic reporting requirements 
• Responsibility for the production and maintenance of high-quality LP marketing materials
• Ad-hoc content creation of bespoke materials and analysis in response to specific LP issues
• Process and content support on LP DDQs; track-record information; other as required
• CRM system ongoing development and process management
• Assist in the production of client facing events - LPACs; AGMs etc
• Opportunity to be involved in broader firmwide strategic projects and business development initiatives

• Existing LP meetings – attend with a colleague, or where appropriate lead, update meetings with select existing LPs
• Support ongoing prospective LP relationship development activities
• Take responsibility for specific LP follow-up, ensuring agreed next steps are prosecuted promptly
• Oversee preparation of complex meeting schedules including (virtual) roadshows

Experience

• A background in law, strategy consultancy, investor relations within private equity, investment banking or private equity placement agent
• Demonstrable experience in project management and senior stakeholder management
• Graduate from a top university; 2:1 or better preferable; may or may not have MBA
• Ideally trained within blue chip professional services firms

• Strong intellect; analytically minded
• Good interpersonal skills – versatile style; good listener
• Strong organisational and project management skills
• Excellent communicator, both orally and in written materials
• Highly numerate; able to manipulate data and produce sound analysis. Fluency in Microsoft Excel is a key requirement
• Drilled in ‘zero defects’ standards for client-ready materials

Location