Coller Capital · 1 month ago
Senior Associate, Investor Servicing (N0126)
New York, United States
Full-time
Onsite
Senior Level
$150K/yr - $150K/yrColler Capital is a global leader in the secondary market for private assets, renowned for its innovative approaches in asset management. The role of Senior Associate in Investor Servicing involves managing investor queries, supporting the production of reports, and ensuring a positive experience for institutional investors.
FinanceFinancial ServicesVenture Capital
Responsibilities
IR Inbox – working with the Investor Services team to ensure that all investor queries are responded to appropriately and within 24 hours. This will include producing complex analysis requiring accounting, financial, tax or regulatory knowledge
Develop a thorough understanding of the Coller funds, the financial reports of each fund, the underlying investments and our bespoke financial system, to be able to access information independently to draft responses to more complex queries and to contribute to the production of collateral for investors
Work closely with the team to return investors’ quarterly additional reporting requirements in a timely manner after the accounts have been released
Support the Investor Relations Manager in the production of quarterly reports, LP meeting materials and other ad hoc materials
Work closely with the funds’ administrators to ensure a positive investor experience
Ensuring that the Salesforce customer relationship management system is kept up to date with accurate information to support Coller Capital’s investor relations and fundraising programme
Work closely with other departments, including the Investment Team, Finance, Tax and IT, and our third-party administrators to ensure consistency of investor service
Take part in projects and initiatives to ensure Coller Capital continues to deliver a best in class investor experience
Where relevant, participate in update meetings and calls with investors
Qualification
Required
Undergraduate Degree (minimum 2:1) or equivalent from top-tier university
Chartered Accountant/CFA/other professional qualification
Experience in finance, accounting, banking, private equity or asset management
Excellent written and oral communication skills
Advanced MS Office, including Excel, Powerpoint and Word
Highly analytical with excellent attention to detail and high levels of accuracy
Strong written and verbal communication skills
Organised, efficient and able to take responsibility for tasks to completion
Client focus with the ability to build relationships with key internal and external stakeholders
Hardworking, enthusiastic and dynamic individual who is perceptive to the needs of others and has the ability to motivate others
Team-player with the ability to work across the organisation, but who is also self-starting and able to work independently
Preferred
Working knowledge of private equity
Experience using Salesforce
Fluency in a foreign language
Benefits
Private medical insurance
An attractive pension
Company
Coller Capital
Coller Capital is a company that acquires positions in private equity funds from Limited Partners, and portfolios of unquoted companies.
Founded in 1980
201-500 employees
H1B Sponsorship
Coller Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (2)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
State Street Global AdvisorsHunter Point Capital
2025-11-03Series Unknown
2023-04-12Series Unknown
Leadership Team
Paige Brotherton
Partner - Investor Relations and Fundraising, Head of Americas
Paul Lanna
Investment Professional
Recent News
Alternative Credit Investor
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase