Head of Investor Servicing & Due Diligence, Private Wealth

Coller Capital's newly formed Private Wealth Secondaries Solutions (PWSS) group is searching for a Head of Private Wealth Investor Servicing and Diligence, which will be a senior level role to help meet the growing needs of our business. The ideal candidate is a highly motivated and goal-focused individual who embraces a collaborative, team-based environment either in London or New York.

Responsibilities

1. Oversee the Private Wealth servicing and diligence teams across USA, EMEA, and Asia (c. 10 person team).
2. Work with product experts and the rest of the Private Wealth business to ensure consistent messaging across Private Wealth collateral.
3. Ensure the overall quality of materials produced by the due diligence and investor servicing sub-teams for private wealth related materials including Pitchbooks, DDQs, Manager's reports, RFPs, etc.
4. Coordinate across the institutional due diligence and investor servicing teams to leverage investor relations capabilities for private wealth products.
5. Mentor and develop junior team members.
6. Facilitate and project manage key distributor onboarding and account maintenance.
7. Oversee direct investors, ensuring subscription, legal and tax documents are in order.
8. Oversee relevant service providers to ensure best in class investor experience (transfer agents, custodians, administrators, lawyers, etc.).
9. Maintain a help desk for resolving investor and financial advisor queries.
10. Safeguard investor and advisor demographic information.
11. Oversee investor reporting ensuring it is insightful, accurate and delivered on time.
12. Contribute creative input to enhance materials, working with the team to improve insights and messaging delivery.
13. Drive process improvement for efficient working practices.
14. Maintain relationships with key stakeholders across the firm.
15. Foster a positive, collaborative team culture.
16. Monitor industry best practices and contribute innovative ideas to refine the private wealth investor relations program.
17. Ensure marketing and investor communications are delivered in compliance with relevant laws and regulatory frameworks.

Skills & Requirements

1. Bachelor's degree or equivalent with strong academic record.
2. 10-15 years of operational, investor relations, investor services positions.
3. Excellent oral and written communication skills.
4. Ability to train and mentor junior team members.
5. Team player with strong organizational and interpersonal skills.
6. Ability to work independently to meet deadlines and complete projects.
7. Strong interest in alternative investments and demonstrated financial acumen.
8. Interest in the financial markets and the asset management sector in particular.
9. Robust technology capabilities (CRM/Salesforce, database, Excel, and PowerPoint experience a plus).
10. Detail-oriented, ability to multitask and superb time management skills.
11. Excellent analytical and problem-solving skills.

Coller Capital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We consider qualified applicants without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are dedicated to complying with all applicable laws of the respective jurisdiction in which we operate.

We encourage all qualified applicants to apply and will provide reasonable accommodations for individuals with disabilities to participate in the application process. Please let us know if we can make any reasonable adjustments at interview in order to fully support and promote your talent.