Client Relationship Manager, Private Equity

Job Ref: LF 26566
Posted: 2023-06-19
Leapfrog Jobs

In this role you will administer a varied portfolio of Private Equity Fund structures in conjunction with the Senior Client Relationship Manager and Associate Director.


Guernsey, Channel Islands


Duties will include, but are not limited to:
Acting as the first point of contact for various fund structures within a team incorporating the compliance requirements of the clients.
Co-ordinating all company secretarial matters, including convening Board meetings, production of Board packs.
Attending and preparing minutes for Board meetings for a varied portfolio of Private Equity clients
Ensuring the preparation, review, distribution and filing of periodic financial statements.
Acting as a higher authority on day-to-day queries and act as “B” level 4-eyes signatory on administration matters.
Assisting with billing information for clients including analysis of time spent and the management of aged debtors.
Supervising and assisting in the training and development of staff, acting as a role model.

Skills / Qualifications

If you are ISCA qualified, have 4 - 6 years’ financial services experience, ideally in the PE Funds industry, with a sound technical financial services knowledge, give us a call!

How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply please submit your CV via the Apply Now now.
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