Investor Relations and Portfolio Servicing Manager
📋 Détails de l'offre
Investor Relations and Portfolio Servicing Manager
Description de l'structure
Client:
A fast-growing European investment firm combining regulated wealth management with access to institutional private markets. The firm has developed a proprietary platform to provide sophisticated investment opportunities to a select international client base. With a culture that values ownership, precision, and execution, the firm operates at the intersection of innovation and long-term capital growth.
Description du role
Position:
In this newly created position, you will work closely with the CEO and play a central role in supporting the firm's investor relations and portfolio servicing activities. The role is highly hands-on and combines investor communication, reporting coordination, operational follow-through, and relationship management across the investor lifecycle. You will act as a key point of contact for investors, ensuring a high-quality client expertise while coordinating internally with investment, operations, compliance, and leadership teams. You will maintain and deepen relationships with the firm's existing LP base while proactively supporting broader investor outreach and business development efforts. The position may be considered on either a full-time or 80% basis
Responsibilities to include, but not limited to:
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Manage day-to-day investor relations and portfolio servicing activities across private market strategies and co-investment opportunities
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Serve as a primary contact for investors regarding onboarding, subscriptions, reporting requests, capital calls, distributions, and ongoing account servicing
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Coordinate the preparation and delivery of investor materials, including quarterly reports, presentations, DDQs, factsheets, and strategic updates
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Translate complex investment strategies and portfolio developments into clear, concise, and engaging investor communications
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Maintain strong relationships with institutional investors, family offices, and sophisticated private clients throughout the investment lifecycle
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Coordinate with investment, operations, compliance, and marketing teams to ensure consistency and accuracy of investor communications
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Oversee CRM systems, investor records, and reporting workflows to ensure high standards of organization, responsiveness, and compliance
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Support investor meetings, annual meetings, and industry events
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Assist with selective fundraising and investor outreach initiatives as needed, while primarily focusing on investor servicing and relationship management
Why Join:
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Opportunity to help shape the investor relations function of a rapidly growing investment platform
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Exposure to sophisticated private market transactions and a high-profile international investor base
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Entrepreneurial and collaborative culture with direct access to leadership and decision-making
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Broad role with visibility across investments, operations, and investor engagement
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Key position within a firm bridging innovation and institutional-quality wealth management
Profil recherché
Profile:
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Strong understanding of alternative investments, private markets, fund structures, and wealth management
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Previous experience in investor relations, client servicing, portfolio servicing, private markets operations, or institutional relationship management
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Experience supporting investors across onboarding, reporting, servicing, and ongoing relationship management
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Strong organizational and project coordination skills with high attention to detail
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Excellent communication and presentation abilities, with the capacity to simplify complex investment topics
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Service-oriented and proactive mindset, comfortable operating in a fast-paced entrepreneurial environment
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Familiarity with institutional investors, family offices, and sophisticated private clients
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Comfortable working with Excel, CRM systems (Salesforce preferred), and portfolio management/reporting platforms
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Fluent/bilingual in English; additional languages such as French or German are a plus
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This role requires part-time to full-time on-site presence and is not structured as a home office or remote position
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Eligible to work in Switzerland or already in possession of a valid Swiss work permit (cross-border commuters accepted)
Avenue du Théâtre 7 1005 Lausanne
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🏢 À propos de l'entreprise
Entreprise dans le secteur Ressources humaines / Service du personnel