Private Equity Client Associate (f/m/x)
CEPRESAbout the role
CEPRES is
the leading and fastest growing digital platform for private capital markets,
the fastest growing institutional asset class of sovereign wealth funds,
insurers, pensions, endowments and more. This global institutional client base
benefits from our unique and award-winning investment data & solutions
connecting 1,000s of market professionals via the CEPRES secure investment data
network.
CEPRES is
headquartered in Munich with offices in New York, Denver and London. Our team
is incredibly diverse and entrepreneurial with over 20 nationalities. We value
smart and innovative people who work effectively in a team environment and
think strategically, whilst solving day-to-day challenges.
With
major expansion to our client base and use cases, we are seeking a Private Equity Client Associate to support our clients in the successful deployment of our solution.
The
role
As a Private Equity Client Associate at CEPRES, your primary responsibility is to ensure the successful
deployment of our solutions, tailored to meet client requirements and project
plans. You will oversee the integration of CEPRES with existing systems and
third-party applications, provide hands-on support during setup, deliver
training sessions, and collaborate with cross-functional teams to ensure
ongoing client success.
- Create trusted relationships with clients and prospects to
position CEPRES solutions, provide support to clients to maximize satisfaction
and expand their use of CEPRES solutions.
- Coordinate client investment data collection and handling with
accurate and timely feedback.
- Fulfill project manager role in data analytics related projects.
Collaborate with cross functional teams across different geographies and time
zones. Manage schedules and overall project status to ensure requirements and
project deliverable dates are clearly communicated, understood, and executed
upon.
- Maintain the highest levels of satisfaction amongst clients
through professional and timely communications and actions.
- Develop and produce presentations and descriptive documentations
regarding the Platform (written and digital) for internal and external clients.
- Knowledgeable or interested in learning more about Private
Equity
In this role, you will have the following key responsibilities:
1. Solution Deployment:
- Lead the implementation of
CEPRES solutions according to client specifications and project timelines.
- Work closely with clients to understand
their unique needs and customize solutions accordingly.
- Manage the integration of
CEPRES with existing systems and third-party applications to ensure seamless
data flow and operation.
- Address integration
challenges and optimize system performance as needed.
- Provide comprehensive support
to clients during the setup phase, including account configuration, data
integration, and customization of dashboards.
- Serve as the primary point of
contact for client inquiries and issues, resolving them in a timely and
efficient manner.
- Conduct engaging and
informative training sessions to equip clients with the necessary skills to
effectively utilize the CEPRES platform.
- Develop training materials
and resources to support ongoing learning and adoption.
- Collaborate closely with
sales and onboarding teams to ensure a smooth transition from the sales process
to implementation.
- Facilitate seamless communication and coordi
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