Address Overview:
Colmore, a Preqin company, was founded on one idea: to empower those who invest in private markets. To make it more accessible and transparent. Private investments that are, well, a little less private and little more open. With customers at the centre of our decision making, we are building industry-defining products and services for the fintech era, designed to give investors control, clarity, and confidence. We’ve expanded rapidly, growing our team, year on year. We are building a business for the long-term. We need your help to achieve our goals.
We operate from six offices located in New York and Dallas in the US, and London and Birmingham in the UK, Bangalore, India, and Singapore. Our team employs more than 300 professionals, with the business monitoring over 3,000 private market funds and 40,000+ holdings. Responsibilities:
Role Overview:
As a Client Support Analyst within the Operations team, you will be part of a high impact team focused on delivering exceptional service to our clients. Reporting into an Associate, you will be responsible for the day-to-day .
You will be responsible for the timely completion of workflow tickets in line with client and internal SLAs / KPIs (service level agreements / Key performance indicators). You will interact with third parties in order to establish access and identify and obtain financial reporting required for Colmore’s downstream processes. You will engage with internal business stakeholders to effectively manage deliverables and continuously improve client experiences.
Roles and Responsibilities:
Our culture and values are:
Be Customer obsessed
We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success.
Act with integrity
We build trust through honesty and transparency. We’re committed to doing the right thing for our customers, our company, and each other.
Own your success
We’re a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields
Think forward
We lead the industry through innovation. We foster collaboration and creativity to solve our clients’ next challenge and give them a competitive advantage.
Make an impact
We drive positive change as individuals, and as a company. We’re passionate about creating a better tomorrow for our industry and our communities.
The Company
Colmore, a Preqin company, was founded on one idea: to empower those who invest in private markets. To make it more accessible and transparent. Private investments that are, well, a little less private and little more open. With customers at the centre of our decision making, we are building industry-defining products and services for the fintech era, designed to give investors control, clarity, and confidence. We’ve expanded rapidly, growing our team, year on year. We are building a business for the long-term. We need your help to achieve our goals.
We operate from six offices located in New York and Dallas in the US, and London and Birmingham in the UK, Bangalore, India, and Singapore. Our team employs more than 300 professionals, with the business monitoring over 3,000 private market funds and 40,000+ holdings.
Role Overview:
As a Client Support Analyst within the Operations team, you will be part of a high impact team focused on delivering exceptional service to our clients. Reporting into an Associate, you will be responsible for the day-to-day .
The Client support team is the start of workflow for numerous departments within Colmore. The team’s work is time critical to the successful delivery of Colmore’s service to our client our clients. The team is responsible for the extraction, initial processing and allocation of third-party financial documentation ahead of downstream data capture activities.
You will be responsible for the timely completion of workflow tickets in line with client and internal SLAs / KPIs (service level agreements / Key performance indicators). You will interact with third parties in order to establish access and identify and obtain financial reporting required for Colmore’s downstream processes. You will engage with internal business stakeholders to effectively manage deliverables and continuously improve client experiences.
The Impact:
You will have the opportunity to pursue and cultivate a rewarding career with a forward-thinking organisation. As a Client Support Analyst, you will have the ability to add value across multiple business units (Insight, FAIR, Tax, Accounting, Treasury) within the Colmore family, enabling you to gain a deep perspective and awareness of the wider business. People are at core of all that we do, based on the consistent achievement of Key Performance Indicators (KPIs), there are opportunities for development and career progression.
Roles and Responsibilities:
- Daily monitoring of the organization’s Client Support workflow system; JIRA, executing the appropriate actions for each ticket received in accordance with the agreed procedures and defined Service Level terms for each Client.
- Accurate tracking of the receipt and execution of all requests into the Client Support or Client Relations inboxes.
- Retrieval of all necessary documentation from Fund Manager Web Portals.
- Accurate setting of attributes on all documents for upload to our Document Management System (DMS).
- Maintaining Fund Manager contact details.
- Liaise closely with other internal departments.
- Ensure the quality and integrity of the data on the system is maintained.
Key requirement for this role:
- Ability to work accurately under pressure and meet client deadlines.
- Proven success of operating in complex and fast paced environments, is essential.
- Demonstrate strong organisational skills with the ability to multitask.
- Confident with managing stakeholders, internal and external, to a senior level. Influencing change and engagement, and well versed in reporting and presenting.
- Able to proactively manage workloads, and address potential issues
- Able to operate within a continuously evolving and competitive business environment
- Demonstrate customer centricity; committed to high quality and service orientation.
- Hybrid working – minimum of two days per week in the Bangalore office, three days working from home.
Qualification:
Bachelors/ Masters in computer science
Other: Bachelors/ Masters in computer science
Our culture and values are:
Be Customer obsessed
We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success.
Act with integrity
We build trust through honesty and transparency. We’re committed to doing the right thing for our customers, our company, and each other.
Own your success
We’re a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields
Think forward
We lead the industry through innovation. We foster collaboration and creativity to solve our clients’ next challenge and give them a competitive advantage.
Make an impact
We drive positive change as individuals, and as a company. We’re passionate about creating a better tomorrow for our industry and our communities.
