Portfolio Management Associate

4 dagen geleden

Amsterdam, Noord-Holland, Nederland CBRE Voltijd

About the Role:

We are seeking a highly organized and detail-oriented Portfolio Management Associate to join our team in Amsterdam. As a key member of our Client Care team, you will play a critical role in providing exceptional service to our clients and supporting the growth of our business.

Job Summary:

The successful candidate will be responsible for coordinating and managing investor requests, reporting, materials, and communications throughout the investor life cycle. This includes distributing investor welcome packs, standard reporting, and formal communications, as well as organizing Investor meetings and Advisory Board meetings.

Main Responsibilities:

  • Responsible for Client Care activities for a defined fund/group of funds/separate accounts
  • Key contact for day-to-day investor queries
  • Distribution of investor welcome packs, standard reporting, formal communications
  • Organization of Investor meetings and Advisory Board meetings, and taking minutes when necessary;
  • Assist with the production and coordination of all product communications, working closely with Marketing, Legal, Finance, and Fund teams to deliver marketing materials, RFPs, standard & bespoke reporting, questionnaires, presentations, and ad-hoc communications
  • Contribute to proposed marketing activity: presentations, due diligence days, roadshows, and investor meetings
  • Production of RFPs (managing the process, production of overall document, writing specific responses and quality control of final product)
  • Facilitate client onboarding by acting as a central liaison supporting the client, fund teams, Client Solutions, and other stakeholders where needed, ensuring a timely and efficient process
  • Responsible for document, data, and systems management: implement a centralized workflow to Investors, Fund Managers, and Client Solutions, ensuring quality and integrity of data
  • Salesforce CRM platform management: dashboards, content, tracking, closings & pipeline, and contact. Ensure Client Solutions and Fund expectations are aligned

Requirements:

  • Excellent organization and time management skills - ability to prioritize and coordinate tasks efficiently ensuring all deadlines are met
  • Strong project management skills
  • Maintains a positive attitude towards routine tasks
  • Accurate and exceptional attention to detail
  • Experience working with CRM systems
  • Pro-active and enjoys working autonomously and as part of a wider team
  • Strong analytical skills when working with client financial information
  • Fluency in Dutch and English is absolutely essential, including strong writing skills
  • Good interpersonal skills and confident in speaking to senior stakeholders
  • Flexible approach to work, with the ability to work under pressure
  • Team player who deals effectively with colleagues and clients

What We Offer:

We offer a competitive salary of €55,000 - €65,000 per year, depending on experience, plus a range of benefits including health insurance, pension scheme, and generous holiday entitlement.

About Us:

CBRE Investment Management is a leading global real assets investment management firm with $142.5 billion in assets under management. We operate in more than 30 offices and 20 countries around the world, and are an independently operated affiliate of CBRE Group, Inc., the world's largest commercial real estate services and investment firm.

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