Job Description

Who We Are

Albourne is a global financial services company. Our objective is to advise our clients to be the best investors they can be. The company’s main areas of focus are fund research, portfolio and risk advice, FinTech and implementation. The Nicosia office opened in 1998, we currently have over 360 dynamic employees – and are looking to have more to join our teams across various functions.

Role in Brief

We are seeking to hire a Client Liaison Associate Analyst to act as a key link between Fund Managers and Albourne’s client-facing teams. This role is responsible for managing ongoing communications, including email correspondence, updating fund statuses, and ensuring accurate and timely information flow from fund managers. A core part of the role involves using Albourne’s proprietary manager portal to streamline communication and maintain up-to-date, high-quality data on Private Markets funds, supporting the needs of both Albourne and its clients.

Insights to the Role

Responsible for monitoring the communication to assigned Funds. Expected to perform the following tasks:

Fund Communication

• Tasks:
• Work with Portfolio Reporting analysts and other client-facing teams to understand key deliverables.
• Establishing data room/portal access with fund managers.
• Collaborate with the Asset Class Reporting analyst on data received from fund managers.
• Coordinate with fund managers on client requirements.
• Foster knowledge transfer within the company by working closely with other investment analysts.
• Capture relevant fund status updates to ensure client deliverables are met.

Email and Document Management:

• Manage email communication across client requests.
• Coordinate dual fund requests across multiple client requirements.
• Manage and store fund communication in the database, updating the status a needed.
• Conduct an initial review of received data for accuracy.

Data Processing and Updating:

• Maintain tools and internal databases with up-to-date, clean, accurate, and current information (Fund Status, frequency, and Source).

MoatSpace

• Management:
• Address managers’ queries about MoatSpace, Albourne’s web portal for investment managers.

General Responsibilities:

• Adhere to deadlines set by both management and clients.
• Participate in status update calls with clients and possibly in vestment teams.
• Maintain extensive knowledge of the internal system and active testing.
• Maintain relevant SharePoint pages and seek optimal procedures.

Who You Are

Financial Skills:

• Having a financial background will be regarded as an advantage.

Soft Skills:

• Taking initiative and ownership, being proactive with a strong sense of responsibility.
• Strong data entry and organization skills, with particular emphasis on detail.
• Strong verbal and written communication skills.
• Strong aptitude for learning and problem-solving.
• Self-starter.
• Efficient in managing multiple tasks and meeting deadlines.
• Ability to work effectively in a team environment.

Other Relevant Skills & Requirements:

• Flexibility to adapt to changing business needs and environments.
• Fluent in English and computer literate.
• Attend company and function events upon request.
• Regulatory registration (dependent on regional requirements).
• Willingness to travel as required.
• Comply with terms of Albourne's Compliance Manual.

What We Offer

• Support for professional qualifications (such as CFA and CAIA)
• Career growth and tools for ongoing learning and development
• Medical insurance for you and your dependents
• Provident fund
• Yearly bonus dependent upon performance and company growth
• Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
• 5 additional service recognition holidays in surplus to standard annual leave
• Albourne Training Days (minimum of 40 hours per year)
• Free office parking

What You’ll Enjoy

• A supportive, multi-cultural work environment
• Freedom to work independently, problem-solve and come up with creative solutions to complete tasks within required deadlines
• Explore different roles within Albourne after you master your current role. There are excellent opportunities for horizontal and vertical career progression
• Open plan office equipped with kitchen facilities and communal entertainment area
• Fun social activities
• Charity Day – a day in the year to work on a cause you are passionate about
• We are supportive of fitness, mental health and wellness; implementing company-wide sessions for people to partake in activities related to these area

Albourne embraces diversity and equal opportunity for all its employees.

We are committed to building teams that represent a variety of cultural backgrounds, perspectives, and skills.

The more inclusive we are, the better our work will be.

Successful candidates will be required to comply with the terms of Albourne’s compliance manuals and procedures.

We thank all applicants for their interest, however only those candidates selected for interviews will be contacted.

Please click the following link to view Albourne Partners (Cyprus) Ltd.'s Employee Privacy Notice

How to Apply

Candidates interested in this role, should apply via the following applicant link: https://albournepartners.my.salesforce-sites.com/recruit/fRecruit__ApplyJob?vacancyNo=VN10565 

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About Company

Albourne Partners (Cyprus) Ltd