Investor Services, Private Wealth - Associate
The Investor Relations function is responsible for the management and co-ordination of interactions with our global investor base. This Role is within the Investor Services sub-function focused on our Private Wealth product offerings, the individual will ensure that the needs of our existing Private Wealth investors are met in a professional, efficient, and timely manner.
Key Tasks and Responsibilities:
- Private Wealth IR Inbox – ensure that all Private Wealth investor queries are responded to appropriately and within 24 hours. This will include producing complex analysis requiring accounting, financial, tax or regulatory knowledge, the individual will work with the broader London based Investor Services team to leverage institutional knowledge
- Develop a thorough understanding of the Coller funds, both Private Wealth products and Closed ended offerings, including, the financial reports of each fund, the underlying investments and our bespoke financial system, to be able to access information independently to draft responses to more complex queries and to contribute to the production of collateral for investors
- Supporting the ongoing coordination with, Private Wealth platforms (iCapital, Allfunds, Euroclear etc.)
- Supporting the onboarding and ongoing relationships with distribution partners for Private Wealth products, ensuring a smooth and efficient integration resulting in a best-in-class investor experience
- Production of valuation reports, webcasts, investor meeting materials and other ad hoc materials
- Working with custodians to ensure investors capital is supported on their platforms
- Work closely with the funds’ administrators to ensure a positive investor experience
- Ensuring that the Salesforce customer relationship management system is kept up to date with accurate information to support Coller Capital’s investor relations and fundraising programme
- Work closely with other departments, including the Investment Team, Finance, Tax and IT, and our third-party administrators to ensure consistency of investor service
- Take part in projects and initiatives to ensure Coller Capital continues to deliver a best in class investor experience
- Where relevant, participate in update meetings and calls with investors
Essential experience:
- Undergraduate Degree from top-tier university
- Experience in finance, accounting, banking, private equity or asset management
- Excellent written and oral communication skills
- Advanced MS Office, including Excel, Powerpoint and Word
Desirable experience:
- Working knowledge of Private Equity
- Experience servicing perpetual fund products and / or Private Wealth platforms
- Fluency in a foreign language
Competencies:
- Highly analytical with excellent attention to detail and high levels of accuracy
- Strong written and verbal communication skills
- Organised, efficient and able to take responsibility for tasks to completion
- Client focus with the ability to build relationships with key internal and external stakeholders
- Hardworking, enthusiastic and dynamic individual who is perceptive to the needs of others and has the ability to motivate others
- Team-player with the ability to work across the organisation, but who is also self-starting and able to work independently
Coller Capital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We consider qualified applicants without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are dedicated to complying with all applicable laws of the respective jurisdiction in which we operate.
We encourage all qualified applicants to apply and we will provide reasonable accommodations for individuals with disabilities to participate in the application process.
Please let us know if we can make any reasonable adjustments at interview in order to fully support and promote your talent
- Locations
- Singapore, Hong Kong
About Coller Capital
Coller Capital, founded in 1990, is one of the world's leading investors in the secondary market for private assets – and widely acknowledged as an innovator in secondaries.
The firm provides liquidity solutions to private markets investors worldwide, acquiring interests in private equity, private credit, and other private markets assets. With headquarters in London, and offices in New York, Hong Kong, Beijing, Seoul, Luxembourg, Zurich, Melbourne and Montreal, Coller’s multinational investment team has a truly global reach.
In January 2021, the firm closed Coller International Partners VIII, with committed capital (including co-investment vehicles) of just over $9 billion and backing from over 200 of the world’s leading institutional investors.
In February 2022, the firm closed Coller Credit Opportunities I, with committed capital (including co-investment vehicles) of c.$1.45 billion and backing from over 40 institutional investors.
In March 2023, Coller Capital announced the creation of its global Private Wealth Secondaries Solutions (“PWSS”) business to provide further access to private capital markets for high-net-worth individuals.
Investor Services, Private Wealth - Associate
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