Client Solution Analyst/Associate

Position Overview

We are seeking a highly motivated and detail-oriented Client Solutions Analyst to join our Investor Relations team in New York City. In this role, you will play a vital part in delivering exceptional service to our global investor base, ensuring their needs for timely, high-quality reporting and data are met. You will also contribute to fundraising efforts, collaborating with colleagues across regions to support due diligence and investor communications.

Key Responsibilities

Investor Reporting and Analysis

• Prepare customized and standardized investor reports, including historical and projected performance, cash flow projections, portfolio diversification, and investment simulations.
• Respond to ad-hoc investor reporting requests, ensuring their internal reporting requirements are met promptly and accurately.

Addressing Investor Inquiries

• Provide in-depth, technical answers to investor queries regarding data in reports, communications, and updates on fund activities.
• Manage complex inquiries involving both quantitative and qualitative aspects of the firm's operations.

Fundraising Support

• Assist in the preparation of quantitative and financial data for prospective investors during due diligence, including historical and projected cash flows, performance indicators (IRR,Multiple, Yield, etc.), and asset characteristics.
• Support the update and production of marketing materials, such as the Excel Due Diligence Pack, marketing presentations, and Private Placement Memoranda (PPM).
• Model portfolios and perform investment simulations for new funds.

Database Management and Reporting

• Regularly update and maintain the internal database of fund activities, including historical and projected cash flows, fund performance, and diversification.
• Provide quarterly updates to the investor database, tracking its composition and changes for statistical and reporting purposes.
• Ensure the accuracy of fund performance updates for external database providers (PREQIN,Towers Watson, Mercer, Cambridge).
• Conduct benchmarking of Ardian funds against the broader private equity market (PME+,Cambridge).

Qualifications

• Minimum of 1-3 years of experience in financial services (experience in private equity or alternative investments is a plus).
• Bachelor's or Master's degree from a top-tier business school, with a focus in Finance
• Fluency in English is required (additional proficiency in French is a plus).

Skills & Competencies

• Excel & PowerPoint Proficiency: Advanced technical skills in Excel for financial modelling,data analysis, and PowerPoint for creating high-quality presentations.
• Understanding of financial models: Demonstrated knowledge of corporate and private equity financial models, with the ability to showcase expertise through an interview and tailored Excel test.
• Attention to detail: Ability to ensure accuracy and precision in reporting and analysis.
• Problem-Solving & Adaptability: Quick to learn and adapt, with the ability to handle complex tasks and shifting priorities in a fast-paced, dynamic environment.
• Strong interpersonal skills, with the ability to work seamlessly with teams across departments and interact effectively with both internal stakeholders and external clients.