VP Client Services

Job Title: Client Services Vice President Alternative Investments

Company Overview:
Our client is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit, and private real estate investment solutions through a variety of specialized funds and custom accounts, including direct, secondary, and primary investments, and junior and senior credit. Our client has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike. The company has more than 500 employees across offices in the U.S., Europe, and Asia, with headquarters in Philadelphia and Darien, CT.

About the Job:
Our client is seeking an intelligent, creative, and motivated individual to join the Firms institutional client services team in Darien, CT. The Senior Associate/Vice President role provides a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of Our Client's business. The Senior Associate/Vice President will work in a team-oriented environment and will interact with peers as well as with senior members of the Firms leadership team. The ideal candidate will be a self-starter who possesses strong intellectual curiosity and an eagerness to learn about the Firms businesses. The Senior Associate/Vice President must be able to:

• Work independently and in group settings with minimal supervision.
• Organize multiple tasks and manage relationships with both internal and external professionals.
• Manage projects from inception to completion.
• Communicate clearly and effectively with junior and senior professionals across the Firm.
• Ask questions and seek greater knowledge about aspects of the Firms business that may be unfamiliar.
• Apply strong interpersonal, quantitative, and technical skills effectively.

Key Responsibilities:

• Perform detailed analyses on client investment portfolios, industry topics, and competitors.
• Provide diligent, detailed preparation of RFPs and RFIs.
• Edit and update marketing materials for all fund and service offerings.
• Update databases and internal data rooms to support marketing efforts.
• Create and update reports using the companys CRM and investment software.
• Communicate professionally with investors, clients, and external service providers as required.
• Mentor and train junior members of the Client Service team.
• Work closely with the Head of Client Service on firmwide initiatives, technology projects, and process re-engineering efforts.

Minimum Qualifications:

• Bachelors degree with a strong undergraduate track record (preferably in finance, accounting, marketing, and/or economics).
• 5-8 years of work experience in finance, marketing, or related field.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft OfficeWord, Excel, and PowerPoint.
• Strong analytical, strategic, and problem-solving skills.
• Impeccable attention to detail.
• Ability to work under time pressure.
• Systematic approach to organization and prioritization.
• Confidence to interact with all levels of management, both internally and externally.

Preferred Qualifications:

• Prior experience at a Private Equity or Private Credit business.
• Experience with MSCI Private i, DealCloud, Preqin, and/or Pitchbook.

This position offers an exciting opportunity to engage with a leading asset management firm and contribute to its continued growth. If you are an ambitious professional with a passion for client services and alternative investments, we encourage you to apply.

FLORES FINANCIAL SERVICES, INC. Executive Search Consultants 1703 Miller Court Lake Geneva, WI 53147

Telephone (262) 949-2794 Email: bob@rflores.com https://www.linkedin.com/in/floresfinancialservices/