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Private Equity Client Specialist

2 months ago

Denver, Colorado, United States Cepres GmbH Full time

Company Overview:

CEPRES is a pioneering digital platform at the forefront of private capital markets, catering to a diverse clientele that includes sovereign wealth funds, insurance companies, pension funds, and endowments. Our innovative investment data and solutions connect thousands of market professionals through a secure network, enhancing their decision-making capabilities.

About the Role:

We are looking for a Private Equity Client Associate to facilitate the effective deployment of our solutions, ensuring they align with client needs and project objectives.

Key Responsibilities:

  • Client Relationship Management: Build and maintain strong relationships with clients and prospects to effectively position CEPRES solutions and enhance client satisfaction.
  • Data Coordination: Oversee the collection and management of client investment data, ensuring timely and accurate feedback.
  • Project Management: Act as the project manager for data analytics initiatives, collaborating with cross-functional teams across various regions to ensure clear communication of project requirements and timelines.
  • Client Satisfaction: Maintain high levels of client satisfaction through professional communication and prompt actions.
  • Documentation Development: Create and update presentations and detailed documentation about the platform for both internal and external stakeholders.
  • Private Equity Knowledge: Demonstrate a solid understanding of private equity concepts or a willingness to learn more.

Specific Duties Include:

  • Solution Implementation: Lead the deployment of CEPRES solutions tailored to client specifications.
  • Integration Oversight: Manage the integration of CEPRES with existing systems to ensure smooth operations.
  • Client Support: Provide thorough support during the setup phase, addressing inquiries and resolving issues efficiently.
  • Training Sessions: Conduct informative training sessions to empower clients in utilizing the CEPRES platform effectively.
  • Collaboration: Work closely with sales and onboarding teams to ensure a seamless transition from sales to implementation.
  • Resource Management: Develop and maintain comprehensive onboarding documentation and resources for clients.
  • Team Leadership: Mentor junior team members, providing guidance on project priorities and timelines.

Qualifications:

  • Bachelor's degree in Business Administration, Information Technology, Finance, Engineering, Mathematics, or a related field.
  • Experience in solution implementation, integration management, or client support, preferably within the financial services sector.
  • Strong understanding of financial concepts and data analysis.
  • Excellent communication and interpersonal skills.
  • Proficient in project management tools and CRM software.
  • Willingness to travel for client engagements as necessary.

What We Offer:

  • Opportunities for career advancement within the dynamic field of Private Equity.
  • A culture that promotes entrepreneurial spirit, results-driven initiatives, and transparency.
  • Individualized training programs for professional and personal development.
  • Attractive compensation package, including relocation support and team-building events.