Full-Time

Client Relationship Manager

Private Equity

Confirmed live in the last 24 hours

Aztec Group

Aztec Group

1,001-5,000 employees

Provides fund and corporate services

Venture Capital
Financial Services

Mid

Jackson Township, NJ, USA

Category
Private Equity
Finance & Banking
Requirements
  • The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
  • The candidate is required to have proven relevant experience
  • Strong technical financial services knowledge (to be supported through the Aztec Academy)
  • Some people management experience
  • Evidence of managing a small client relationship or part of a major client relationship
  • Act as a “B” level Authorised Signatory
Responsibilities
  • Act as first point of contact for a limited number of fund structures within a team
  • Co-ordinate legal, tax and other professional advice
  • Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships
  • Attend and minute client board meetings and shareholders meetings
  • Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
  • Act as “B” level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
  • Assist with billing information for clients including analysis of time spent, including the management of aged debtors
  • Supervise and assist in the training and development of staff and participate in the appraisal process for members of staff

Aztec Group provides fund and corporate services specifically for the alternative assets industry, operating from various key locations including Guernsey, Jersey, Luxembourg, the Netherlands, and the United Kingdom. Their services involve managing and administering funds, and they currently oversee more than 440 funds with a total of over EUR 370 billion in assets. What sets Aztec Group apart from its competitors is its focus on building long-term partnerships with leading fund managers, which has resulted in a high client retention rate and numerous industry awards. The company's goal is to deliver exceptional service and support to its clients, ensuring they have the resources and expertise needed to succeed in the alternative assets market.

Company Stage

N/A

Total Funding

N/A

Headquarters

St Albans, United Kingdom

Founded

2001

Simplify Jobs

Simplify's Take

What believers are saying

  • Warburg Pincus partnership supports Aztec's expansion into the U.S. market.
  • Increased demand for ESG investing aligns with Aztec's focus areas.
  • Digital transformation in fund administration offers operational efficiency opportunities.

What critics are saying

  • Increased competition in the U.S. market may challenge Aztec's expansion.
  • Potential regulatory challenges in the U.S. could pose compliance risks.
  • Rapid expansion may strain resources and affect service quality.

What makes Aztec Group unique

  • Aztec Group specializes in private equity and real estate funding services.
  • The company partners with leading alternative assets fund managers across Europe.
  • Aztec Group has a strong presence in key onshore and offshore jurisdictions.

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