Current jobs related to Analyst OR Associate - Birmingham, Birmingham - Capital Dynamics

  • Financial Cost Analyst

    1 month ago

    Birmingham, Birmingham, United Kingdom Calco Technical Recruitment Professionals Full time

    Position OverviewFinancial Cost AnalystLocation: Birmingham, B46Salary: Up to £35,000 + BenefitsAn exceptional opportunity has arisen for a Financial Cost Analyst to become part of a contracting joint venture engaged in one of the UK's most significant infrastructure undertakings.In the role of Financial Cost Analyst, you will be tasked with managing...

  • Business Analyst

    4 hours ago

    Birmingham, Birmingham, United Kingdom ITonlinelearning Full time

    Business Analyst Career OpportunityPlease note that this is a training course with associated fees.The Business Analysis Placement Programme is designed for individuals seeking a career as a Business Analyst. This programme provides education and recruitment support to help you achieve an entry-level role or position.The programme involves a financial...

  • Business Analyst

    3 hours ago

    Birmingham, Birmingham, United Kingdom ITonlinelearning Full time

    Business Analyst Career OpportunityPlease note that this is a training course with associated fees.The Business Analysis Placement Programme is designed for individuals seeking a career as a Business Analyst. This programme provides education and recruitment support to help you achieve an entry-level role or position.The programme involves a financial...

  • Internal Audit Senior Analyst/Associate

    5 days ago

    Birmingham, Birmingham, United Kingdom WeAreTechWomen Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Senior Analyst/Associate to join our Internal Audit team. As a key member of our team, you will play a critical role in ensuring the effectiveness of our internal control structure, including governance processes and risk management frameworks.Key ResponsibilitiesAssist in scoping and planning...

  • Internal Audit Senior Analyst/Associate

    5 days ago

    Birmingham, Birmingham, United Kingdom WeAreTechWomen Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Senior Analyst/Associate to join our Internal Audit team. As a key member of our team, you will play a critical role in ensuring the effectiveness of our internal control structure, including governance processes and risk management frameworks.Key ResponsibilitiesAssist in scoping and planning...

  • Epic Data Analyst

    5 hours ago

    Birmingham, Birmingham, United Kingdom IO Associates Full time

    Job OverviewJob Title: EPIC Data Analyst - Hybrid RoleLocation: Hybrid - remote with 2 days on-site in the MidlandsType: Full-time / ContractiO Associates is working with a forward-thinking digital healthcare consultancy that services the NHS on EPR Transformations. The consultancy is seeking 2 EPIC Data Analysts to join their skilled team on a hybrid basis...

  • Epic Data Analyst

    6 hours ago

    Birmingham, Birmingham, United Kingdom IO Associates Full time

    Job OverviewJob Title: EPIC Data Analyst - Hybrid RoleLocation: Hybrid - remote with 2 days on-site in the MidlandsType: Full-time / ContractiO Associates is working with a forward-thinking digital healthcare consultancy that services the NHS on EPR Transformations. The consultancy is seeking 2 EPIC Data Analysts to join their skilled team on a hybrid basis...

  • EPIC Data Analyst

    21 hours ago

    Birmingham, Birmingham, United Kingdom IO Associates Full time

    Job OverviewRole Summary: We are seeking a skilled EPIC Data Analyst to join our client's team on a hybrid basis. As a key member of the digital healthcare consultancy, you will contribute to EPR Transformations and support the NHS.Key Responsibilities: 1. Collaborate with the team to deliver high-quality data insights and analysis for EPR Transformations....

  • EPIC Data Analyst

    24 hours ago

    Birmingham, Birmingham, United Kingdom IO Associates Full time

    Job OverviewRole Summary: We are seeking a skilled EPIC Data Analyst to join our client's team on a hybrid basis. As a key member of the digital healthcare consultancy, you will contribute to EPR Transformations and support the NHS.Key Responsibilities: 1. Collaborate with the team to deliver high-quality data insights and analysis for EPR Transformations....

  • Revenue Optimization Analyst

    1 month ago

    Birmingham, Birmingham, United Kingdom MRK Associates Full time

    Position OverviewOur esteemed client is on the lookout for a Revenue Optimization Analyst to join their dynamic team. This role offers a hybrid working arrangement, allowing for flexibility while contributing to a leading organization in the travel sector.The ideal candidate will thrive in a high-energy setting and be driven by achieving measurable...

  • Revenue Optimization Analyst

    1 month ago

    Birmingham, Birmingham, United Kingdom MRK Associates Full time

    Position OverviewOur esteemed client is on the lookout for a Revenue Optimization Analyst to join their dynamic team. This role offers a hybrid working arrangement, allowing for flexibility while contributing to a leading organization in the travel sector.The ideal candidate will thrive in a high-energy environment and be driven by achieving measurable...

  • Associate Director Forensic Planning Specialist

    2 days ago

    Birmingham, Birmingham, United Kingdom Maxim Recruitment Full time

    Associate Director Forensic Planning Job OpportunityWe are seeking an experienced Associate Director to join our Forensic Planning team in Birmingham. As a key member of our team, you will be responsible for managing a team of delay analysts, contributing to expert report writing, and providing specialist delay and forensic advice to external clients.Key...

  • Associate Director Forensic Planning Specialist

    2 days ago

    Birmingham, Birmingham, United Kingdom Maxim Recruitment Full time

    Associate Director Forensic Planning Job OpportunityWe are seeking an experienced Associate Director to join our Forensic Planning team in Birmingham. As a key member of our team, you will be responsible for managing a team of delay analysts, contributing to expert report writing, and providing specialist delay and forensic advice to external clients.Key...

  • Associate Director Forensic Planning Expert

    5 days ago

    Birmingham, Birmingham, United Kingdom Maxim Recruitment Full time

    Associate Director Forensic Planning Job OpportunityWe are seeking an experienced Associate Director Forensic Planning professional to join our team at Maxim Recruitment. As a key member of our construction sector team, you will be responsible for managing a team of delay analysts and providing expert delay and forensic planning services to our clients.Key...

  • Associate Director Forensic Planning Expert

    5 days ago

    Birmingham, Birmingham, United Kingdom Maxim Recruitment Full time

    Associate Director Forensic Planning Job OpportunityWe are seeking an experienced Associate Director Forensic Planning professional to join our team at Maxim Recruitment. As a key member of our construction sector team, you will be responsible for managing a team of delay analysts and providing expert delay and forensic planning services to our clients.Key...

  • Asbestos Analyst Position

    6 days ago

    Birmingham, Birmingham, United Kingdom Environmental Essentials Full time £28,000 - £37,000

    Environmental Essentials is a well-established asbestos company with a strong reputation for delivering high-quality services to prominent clients. We are seeking an Asbestos Analyst to join our Central Region team, representing the company and upholding our standards in asbestos inspection and testing. Key responsibilities include: * Conducting technical...

  • Asbestos Analyst Position

    6 days ago

    Birmingham, Birmingham, United Kingdom Environmental Essentials Full time £28,000 - £37,000

    Environmental Essentials is a well-established asbestos company with a strong reputation for delivering high-quality services to prominent clients. We are seeking an Asbestos Analyst to join our Central Region team, representing the company and upholding our standards in asbestos inspection and testing. Key responsibilities include: * Conducting technical...

  • Cyber Security Analyst

    5 days ago

    Birmingham, Birmingham, United Kingdom Hitachi, Ltd. Full time

    Job Title: Cyber Security AnalystHitachi Energy UK Limited is seeking a highly skilled Cyber Security Analyst to join our team. As a Cyber Security Analyst, you will be responsible for designing and implementing cyber-specific projects and systems, network and security architectures, and delivering sustainable services to maintain customer-specific Service...

  • Cyber Security Analyst

    5 days ago

    Birmingham, Birmingham, United Kingdom Hitachi, Ltd. Full time

    Job Title: Cyber Security AnalystHitachi Energy UK Limited is seeking a highly skilled Cyber Security Analyst to join our team. As a Cyber Security Analyst, you will be responsible for designing and implementing cyber-specific projects and systems, network and security architectures, and delivering sustainable services to maintain customer-specific Service...

  • Epic Data Analyst

    2 days ago

    Birmingham, Birmingham, United Kingdom IO Associates Full time

    Job Title:Epic Data Analyst - Healthcare TransformationJob Summary:We are seeking an experienced Epic Data Analyst to join our team at IO Associates. As an Epic Data Analyst, you will play a critical role in supporting the transformation of healthcare data into actionable insights.Key Responsibilities:Analyse and interpret healthcare data within Epic's...

Analyst OR Associate

3 months ago

Birmingham, Birmingham, United Kingdom Capital Dynamics Full time

Role: Analyst OR Associate - Investor Relationship Management (Private Equity)

Location: Birmingham City (UK)

Office based with flexible working (3 days in office per week / 2 days from home).

About Capital Dynamics:

Capital Dynamics is an independent global asset management firm focusing on private assets, including Clean Energy and Private Equity (Primaries, Secondaries and Co-investments).

Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in Europe, North America, and Asia.

Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy.

Department Overview:

Client Relations:

The Capital Dynamics Client Relations team is responsible for the management of the firm's 1,500+ global investors. Client Relations acts as the one consistent contact for investors throughout the relationship and as a result, represents Capital Dynamics as a whole.

The team's objective is to engage and strengthen the relationships with our investors, consultants, and advisors. Client Relations is one of the few externally facing teams and given our outreach, works cross functionally across the entire organization.

Role Purpose:

Capital Dynamics is seeking an Analyst OR Associate to join our investors relationship management team to support, co-ordinate and assist the Client Relations Team Manager with the day-to-day management of existing investors across all Capital Dynamics strategies globally.

The role will be based out of our Birmingham office, and is NOT available as a London or remote work position.

The Analyst or Associate will work closely with our investments teams (Private Equity and Clean Energy), Marketing and Communication (MarComms), Product Development and Strategy (PDS) and Business Development - Sales team's across the firm to execute top-quality client management and support capital raising and business development efforts.

The Analyst OR Associate will be responsible for first class client servicing and investor's relationship management. The role holder will be working closely with colleagues and clients in the US , as a result there is the requirement that the Analyst or Associate can commit to flexible working hours to accommodate US time zone coverage.

Key responsibilities:

  • Act as the first point of contact for client inquiries received by phone, e-mail and mail from investors and their representatives.
  • Research and prepare responses to day-to-day inquiries (relating primarily to contact changes, capital call and distribution notices, fund reports, and audit confirms).
  • Ensure investor reports and deliverables are issued on time and at to a high standard, including maintaining the investor database.
  • Manage interaction with our fund administrators, including the use of their proprietary systems
  • Assist in the implementation of joint CR initiatives with Sales, Legal and Compliance, Fund Operations, Marketing and Communication.
  • Assist with various seasonal, annual, and semi-annual projects (FATCA / CRS / tax compliance, KYC & AML checks, transfers, annual investor meetings (AIM) planning, and webcasts).
  • Close coordination required with Legal / Compliance / IM /Marketing & Communications teams and third-party service providers.
  • Assist with document production and logistics for client update meetings, fundraising roadshows for existing clients.

Background and experience:

  • 1 to 5 years' relevant experience in client services, investor relations, investment operations, compliance operations or client onboarding operations etc.
  • Experienced working at a private equity, fund administrator, investment family office or wealth management firm, and in an external facing capacity.
  • General knowledge of private equity / asset management general operations and terminology.
  • Experience of investor reporting procedures is highly desirable though not essential.
  • Strong knowledge of anti-money laundering (AML / KYC) and control procedures, client onboarding, GDPR requirements, partnership subscription and transfer agreements, data protection.
  • Highly developed interpersonal, customer service and verbal / written communication skills, must be comfortable speaking with investors at all levels.

Education and Qualifications:

Essential:

  • A bachelor's degree, preferably in Economics, Finance, Communications, or Marketing, etc.
  • Highly developed Microsoft skills, particularly in Excel (tables, reports, queries).
  • Working knowledge of Microsoft Dynamics, Salesforce or other CRM tool, investor reporting portals.

Language skills:

  • Written and spoken fluency in German OR Italian would be highly beneficial to the role.

Competencies

  • We are looking for the following personal attributes:
  • Exceptional attention to detail and ability to proof own work and the work of others;
  • Strong organizational and multi-tasking skills, process oriented yet creative and open-minded
  • Ability to work in a small satellite office, in a small global team environment, and with minimal supervision;
  • Ability to work effectively with people at all levels of the organization.

Diversity & Inclusion:

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 24 nationalities represented across our staff in 12 offices, spanning North America, Europe, the Middle East and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.