Senior Associate, Client Relations (Private Equity)

Capital Dynamics•New York, NY

1d•$125,000 - $150,000•Onsite

About The Position

Capital Dynamics is seeking an experienced client servicing professional to support its U.S. investor base as Senior Associate, Client Relations. This pivotal, trust-critical role involves being a principal touchpoint for sophisticated institutional and private wealth investors, shaping their experience with Capital Dynamics from closing through ongoing servicing. The role requires a combination of genuine relationship management skills and deep technical fluency in private equity and client relationship management. Responsibilities include guiding investors through onboarding and periodic reviews, coordinating with Legal, Compliance, and fund administrators, and ensuring every interaction reflects the firm's caliber. This role is specifically for candidates with direct client relationship management experience in private equity or asset management, in an external-facing capacity.

Requirements

6+ years' relevant experience in client services, investor relations, finance, or legal/compliance operations.
Direct experience at a private equity firm, fund administrator, family office or wealth management firm, in an external-facing capacity.
General knowledge of private equity operations and terminology.
Strong knowledge of anti-money laundering and control procedures, GDPR requirements, and partnership subscription and transfer agreements.
Highly developed interpersonal, customer service, and verbal and written communication skills — comfortable speaking with investors at all levels of seniority.
Exceptional academic qualifications, preferably in Legal, Finance, Economics or Business.

Nice To Haves

A Master's degree or MBA is preferred
Additional credentials such as CFA, CAIA or CPA are a bonus.

Responsibilities

Act as the primary point of contact for U.S.-based investors during the closing and post-close processes, handling inquiries and requests with professionalism and speed.
Manage post-fundraising communication and reporting to clients and the Sales team, keeping every touchpoint timely and well organised.
Manage inbound and outbound investor communications by email and phone across U.S. Eastern and Pacific business hours.
Build and maintain strong client relationships, underpinned by excellent communication and interpersonal skill.
Provide clients with updates on fund performance, regulatory developments and other relevant information to strengthen trust and engagement.
Manage the client portal to ensure timely, accurate information and a seamless investor experience.
Maintain accurate records of client interactions and communications in internal systems.
Guide investors globally through the AML/KYC onboarding process, working closely with Legal, Compliance and fund administrator teams to meet fund jurisdiction requirements.
Collaborate closely with fund administrators, tax preparers and auditors to manage required deliverables and resolve client queries in their areas.