Investment Services Coordinator
5 days ago
We are seeking a highly motivated Client Due Diligence & Investor Services Associate to join our team at Camden Recruitment Partners. In this role, you will support client engagement and reporting functions, managing due diligence processes and responding to investor queries.
About the Job
This position sits within investor services, focusing on managing due diligence questionnaires, responding to investor requests, and coordinating key client reporting deliverables. The ideal candidate will have 2-3 years of experience in investment banking, fund administration, or capital markets.
Your Key Responsibilities
- Manage due diligence processes, responding to investor queries and coordinating key client reporting deliverables.
- Develop a strong understanding of fund structures and investment strategies to support client inquiries.
- Collaborate with internal teams to streamline reporting and investor communications.
- Maintain and enhance client reporting workflows.
- Oversee fund data sites and external databases.
About You
To be successful in this role, you will need strong analytical and organizational skills, with the ability to manage multiple priorities. Excellent written and verbal communication skills are essential, along with proficiency in Microsoft Word, Excel, and PowerPoint.
Our Team
Camden Recruitment Partners is a leading recruitment agency specializing in the investment industry. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.
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