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Client Relationship Manager – Real Assets - Aztec Jersey

Reports to Senior Manager / Associate Director / Director
The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager / Associate Director – Administration.

You will become a key part of an exciting client team that provides high quality services to private debt funds. Private debt is a rapidly growing asset class within the alternative assets fund industry and offers the opportunity to work on an interesting mix of deal structures which combine various types of direct lending with elements of equity and real estate. The services include completion of investment acquisitions and disposals, investor transactions, assisting in the arrangement of leverage and financing, coordination of board meetings, investor reporting and communications, financial reporting and client relationship management. The clients are high profile and actively fund raising and investing – providing a great opportunity to increase exposure to see all elements of a fund lifecycle, be involved in complex transactions and also to progress within the business.

Key responsibilities:

+ Act as first point of contact for a limited number of fund structures within a team

+ Co-ordinate legal, tax and other professional advice

+ Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships

+ Attend and minute client board meetings and shareholder meetings

+ Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines

Skills, knowledge, expertise:

+ The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)

+ The candidate is required to have 4+ years’ financial services experience

+ Strong technical financial services knowledge (to be supported through the Aztec Academy)

We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

To view the full job description for this role, please click here.


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