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

Junior, 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 key locations such as Guernsey, Jersey, Luxembourg, the Netherlands, and the United Kingdom. Their services include the administration of funds, and they currently manage over 440 funds with a total of more than 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 in Europe, 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

  • Aztec Group's collaboration with Fenergo to drive technology innovation can lead to enhanced customer and investor experiences.
  • Administering over EUR 370 billion in assets and 450 funds positions Aztec Group as a significant player in the alternative assets industry, offering employees stability and growth opportunities.
  • The company's strong reputation and numerous industry awards can provide employees with a sense of pride and accomplishment.

What critics are saying

  • The increasing complexity of global regulations could pose compliance challenges and operational risks for Aztec Group.
  • Relying heavily on the alternative assets market may expose the company to sector-specific downturns.

What makes Aztec Group unique

  • Aztec Group's focus on alternative assets and long-term partnership approach sets it apart from competitors who may not offer the same level of specialization and client commitment.
  • Their presence in key onshore and offshore jurisdictions like Guernsey, Jersey, Luxembourg, the Netherlands, and the UK provides a strategic advantage in serving diverse client needs.
  • The company's numerous industry awards and high client retention rate underscore its reputation for service excellence, distinguishing it from less recognized competitors.

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