Client Solutions Analyst

Key Responsibilities

• Aid in preparing customized and standardized investor reports, including historical and projected performance, cash flow projections, portfolio diversification, and investment simulations.
• Support responses to ad-hoc investor reporting requests, ensuring internal reporting requirements are met promptly and accurately.
• Provide clear, accurate answers to investor queries regarding data in reports, communications, and updates on fund activities.
• Contribute to fundraising efforts by assisting in preparing quantitative and financial data for prospective investors during due diligence.
• Support the creation and updating of marketing materials, such as the Excel Due Diligence Pack, marketing presentations, and Private Placement Memoranda (PPM).
• Assist with portfolio modelling and investment simulations for new funds.
• Maintain the internal database of fund activities, including historical and projected cash flows, fund performance, and diversification.
• Support quarterly updates to the investor database, tracking its composition and changes for statistical and reporting purposes.
• Affirm accuracy of fund performance updates for external database providers (PREQIN, Mercer, Cambridge).
• Support benchmarking of Ardian funds against the broader private equity market (PME+, Cambridge).

Qualifications

• Up to 1 year of relevant experience, which may include internships, coursework, or full-time roles in investor relations or a related finance function (private equity exposure preferred).
• Bachelor's degree from a top-tier business school, with a focus in Finance.
• Fluency in English is required (additional proficiency in French is a plus).

Skills & Competencies

• Excel & PowerPoint Proficiency: Strong technical skills in Excel for financial modelling and data analysis, and PowerPoint for creating high-quality presentations.
• Understanding of financial models: Familiarity with corporate and private equity financial models, with the ability to demonstrate aptitude through an interview and tailored Excel test.
• Coding & Data Tools: Familiarity with Python, Power BI, SQL, or similar tools is a plus.
• Attention to detail: Ability to ensure accuracy and precision in reporting and analysis.
• Problem-Solving & Adaptability: Quick to learn and adapt, with the ability to handle complex tasks and shifting priorities in a fast-paced, dynamic environment.
• Strong interpersonal and communication skills, with the ability to work seamlessly with teams across departments and interact effectively with both internal stakeholders and external clients.