Private Equity Client Relationship Manager

Private Equity Client Relationship Manager to serve as primary relationship owner for institutional investors, delivering accurate reporting, proactive communication, and operational excellence.

Requirements

• Bachelor’s degree in Finance, Accounting, Mathematics or related field
• 3–8 years of experience in investment management, investment operations / technology, investor relations, or other financial services roles
• Advanced proficiency in Microsoft Excel
• Experience communicating directly with clients or senior financial stakeholders

Benefits

• Company-sponsored 401(k) plan
• Healthcare, and dental insurance
• Competitive compensation
• Fully paid parental leave
• Generous paid time off
• Annual volunteer day