Position Overview
Finatal are partnered with a global Private Equity firm (large-cap) looking for an Analyst to join their Investor Relations team for the DACH region. This position is ideal for a motivated, detail-oriented professional who's fluent in German and English and eager to develop their career in private markets.
Responsibilities
- Assist Relationship Managers in maintaining and enhancing existing client relationships while supporting prospective investor activities in the DACH region.
- Coordinate and produce presentation materials, cash flow forecasts, fee/performance data, due diligence materials, and other key documents for client meetings and prospecting activities.
- Maintain accurate and detailed records of client interactions and prospecting activities using a CRM system.
- Manage investor onboarding and transfer processes, including KYC/AML documentation and supporting investors through their due diligence processes.
- Suppo...