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We are seeking to hire a Client Liaison Associate Analyst to act as a key link between Fund Managers and Albourne’s client-facing teams. This role is responsible for managing ongoing communications, including email correspondence, updating fund statuses, and ensuring accurate and timely information flow from fund managers. A core part of the role involves using Albourne’s proprietary manager portal to streamline communication and maintain up-to-date, high-quality data on Private Markets funds, supporting the needs of both Albourne and its clients.
Job Responsibility:
Work with Portfolio Reporting analysts and other client-facing teams to understand key deliverables
Asset Class Reporting (ACR) team by requesting data room/portal access
Coordinate with fund managers on client requirements
Prepare status update reports for clients based on communications received
Foster knowledge transfer within the company by working closely with other investment analysts
Capture relevant fund status updates to ensure client deliverables are met
Manage email communication across client requests
Project manage dual fund requests across unique client requests
Manage and store fund communication in the database, updating the status as needed
Maintain tools and internal databases with up-to-date, clean, accurate, and current information (Fund Status, frequency, and Source)
Address managers’ queries about MoatSpace, Albourne’s web portal for investment managers
Adhere to deadlines set by both management and clients
Participate in status update calls with clients and possibly investment teams
Maintain extensive knowledge of the internal system and active testing
Maintain relevant SharePoint pages and seek optimal procedures
Requirements:
Financial background will be regarded as an advantage
Taking initiative and ownership, being proactive with a strong sense of responsibility
Strong data entry and organization skills, with particular emphasis on detail
Strong verbal and written communication skills
Strong aptitude for learning and problem-solving. Self-starter
Efficient in managing multiple tasks and meeting deadlines
Ability to work effectively in a team environment
Flexibility to adapt to changing business needs and environments
Fluent in English and computer literate
Attend company and function events upon request
Regulatory registration (dependent on regional requirements)
Willingness to travel as required
Comply with terms of Albourne's Compliance Manuals
What we offer:
Support for professional qualifications (such as CFA and CAIA)
Career growth and tools for ongoing learning and development
Medical insurance for you and your dependents
Provident fund
Yearly bonus dependent upon performance and company growth
Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
5 additional service recognition holidays in surplus to standard annual leave
Albourne Training Days (minimum of 40 hours per year)
Free office parking
A supportive, multi-cultural work environment
Freedom to work independently, problem-solve and come up with creative solutions to complete tasks within required deadlines
Explore different roles within Albourne after you master your current role. There are excellent opportunities for horizontal and vertical career progression
Open plan office equipped with kitchen facilities and communal entertainment area
Fun social activities
Charity Day – a day in the year to work on a cause you are passionate about
We are supportive of fitness, mental health and wellness
implementing company-wide sessions for people to partake in activities related to these area
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