Client Relations Coordinator
2 weeks ago
We are seeking an exceptional Client Relations Coordinator to join our team at Trinity Investors. As a key member of our Client Relations Team, you will play a vital role in supporting the growth and development of our client base.
About the Role:This is a unique opportunity to gain hands-on experience in the private equity industry, working closely with investors, third-party vendors, and internal teams to facilitate seamless communication and data exchange.
Responsibilities:- Manage investor onboarding materials, ensuring timely completion and accurate filing
- Maintain and update investor database information, logging relevant data points for cross-functional use
- Oversee data entry into Trinity's CRM program, file storage systems, and spreadsheets
- Circulate closing documentation to investors following new investment acquisitions
- Communicate with investors and third-party entities, including IRA custodians, to facilitate new investments
- Prepare investment summaries/highlights for relationship representatives
- Administer and manage databases, including the investor portal and dealflow-related spreadsheets
- Serve as liaison between investors and the Investments Team, providing updates and fielding inquiries
- Bachelor's Degree in Business, Finance, Marketing, Communications, or a related field
- 2+ years of applicable work experience in a client-facing, marketing, or finance role, preferably in private equity
- Intermediate Excel skills with minimal oversight required
- Proficiency in Word, Outlook, Adobe, and Google Sheets
- Moderate to strong working knowledge of finance fundamentals
- Excellent written and verbal communication skills, including the ability to summarize conclusions and present well-supported arguments
- Ability to focus under pressure, meeting tight deadlines with accuracy and attention to detail
- Strong critical reasoning, quantitative, and analytical skills demonstrated through work experience and/or academic record
- Self-starter, able to identify opportunities and make progress with minimal oversight
- A competitive salary of $60,000 - $80,000 per annum, based on experience
- A dynamic and supportive work environment, promoting growth and development
- Ongoing training and professional development opportunities
- A collaborative team culture, fostering open communication and mutual respect
Trinity Investors is a private equity firm with a portfolio of private company and commercial real estate investments. Founded in 2006 by experienced entrepreneurs, we have raised and invested over $2.0 billion into over 200 commercial real estate projects and 20 private company transactions, with an aggregate value of over $6.0 billion.
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