1 месяц назад
Private Capital Client Service Senior Associate (Private Assets)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Capital Client Service Senior Associate (Private Assets): Supporting institutional investors with private-market portfolio analysis, risk measurement, benchmarking, and the Private i investment analytics platform with an accent on client advisory, product support, and investment technology. Focus on resolving complex analytical questions, leading platform demonstrations and training, and influencing product enhancements through collaboration with Product and Engineering.
Location: Monterrey, Mexico
Company
provides data, indexes, and analytics that help institutional investors understand risks and opportunities across global financial and private markets.
What you will do
- Become a subject matter expert on the Private i platform and 's broader Private Assets product suite.
- Analyze individual funds and portfolios, measure risk, and benchmark performance against private capital datasets.
- Partner with institutional investors to understand workflows, investment processes, and business objectives.
- Provide product support, resolve complex analytical questions, and build long-term client relationships.
- Lead platform demonstrations, onboarding sessions, and training workshops.
- Collaborate with Product and Engineering to validate enhancements, influence development, and represent client needs.
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 6–8+ years of experience in Financial Services, Investment Management, FinTech, or a related industry.
- Excellent written and verbal English communication skills.
- Strong knowledge of global financial markets and institutional investors.
- Strong relationship-building, organizational, and project management skills.
- Ability to manage multiple priorities and collaborate across functions, regions, and global teams.
Nice to have
- Experience in portfolio analysis or performance measurement.
- Experience in investment analytics or private markets.
- Experience supporting investment technology or financial software in client-facing roles.
- CFA, CAIA, CIPM, FRM, or MBA.
Culture & Benefits
- Flexible working arrangements, advanced technology, and collaborative workspaces.
- Compensation and employee benefits tailored to the work location.
- Global Orientation program and access to Learning@, AI Learning Center, LinkedIn Learning Pro, and other learning opportunities.
- Professional growth through internal mobility, expanded roles, and multi-directional career paths.
- Inclusive environment supported by eight Employee Resource Groups.
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