Client Servicing Analyst
Ardian, founded in 1996 and led by Dominique Senequier, is one of the largest private investment company with assets of US $164 billion managed or advised. The company keeps entrepreneurship at its heart and delivers strong investment performance to its global investor base while fuelling growth in economies across the world. Ardian's investment process holds three values at its core: excellence, loyalty and entrepreneurship.
Ardian maintains a truly global network, with 1000+ employees working through 19 offices in Paris, London, New York, San Francisco, Beijing, Frankfurt, Jersey, Luxembourg, Milan, Singapore, Zurich, Madrid, Tokyo, Santiago, Seoul, Montreal, Abu Dhabi, Amsterdam and Stockholm. The company offers its over 1,000 investors a diversified choice of funds covering the full range of private market asset classes, of which Funds of Funds (Primary, Early Secondary and Secondary), Direct Funds including Infrastructure, Expansion, Mid Cap Buyout, Innovation & Growth, Co-Investment, Private Debt and Real Estate.
The Investor Relations department is in charge of the fundraising activities as well as managing current relationships with existing investors. It is structured around three teams; Sales force, Client Servicing and Product Management.
The Client Servicing Team
Composed of 20+ professionals, the Client Servicing Team is split across New York, Paris, London, Frankfurt, Santiago, Singapore, and Tokyo. Its core focus is to address all investors’ inquiries, producing both standard and tailor-made reporting in a timely manner and with the highest standards on the full scope of Ardian’s investment activities.
The permanent Client Servicing Analyst position will be based in New York and will contribute towards the following tasks, amongst others:
Preparing specific or standardized reporting for Investors across the world:
- Production of tailor-made transversal reporting (historical and projected performance, Cash Flow projections, portfolio diversification, investment simulation);
- Answering ad-hoc reporting requests from investors in order to satisfy their internal reporting requirements
Addressing ad-hoc queries:
- Providing investors with detailed answers to technical questions on quantitative data included in reporting.
Contribution to Fundraising:
- Producing quantitative and financial data in the frame of prospective investors Due Diligence: Historical and projected Cash Flows, performance indicators (IRR, Multiple, Yield, etc…), as well as characteristics and financial metrics evolution of assets in Portfolio;
- Portfolio modelling including investment simulation in new funds.
Use and update of internal and external database:
- Continuous update of internal database on Funds’ activity: historical and projected Cash Flows, performance, fund’s diversification, etc…;
- Quarterly update of Ardian funds’ performance for external database providers (PREQIN, Towers Watson, Mercer, Cambridge);
- Benchmarking of Ardian funds against the Private Equity Market (PME+, Cambridge)
Profile
- Graduated from a top tier Business/Engineering School or University (Master’s degree and/or Major in Finance would be a comparative advantage)
- A first experience in Finance (internship or job), with exposure to financial models
- Fluency in English is required for this role (proficiency in French is a plus)
Required Skills
- High proficiency in Excel
- Good knowledge of Corporate and Private Equity funds’ financial models, with prior experience creating these models in excel
- Strong attention to detail and analytical skills
- Autonomous approach
- Responsiveness
- Interpersonal skills and ability to be a strong team player
Equal Employment Opportunity Policy
At ARDIAN, we are proud of our diverse culture. As a forward thinking organization, we recognize that having people from different backgrounds brings innovation and excellence. Therefore, a diverse and inclusive environment is key to our business success.
ARDIAN is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran or military status, genetic information, ancestry, marital status, status as a victim of domestic violence, pregnancy or child birth (including breastfeeding) or any other class protected by federal, state and local laws. It is our policy to comply with all applicable laws governing employment practices and not to discriminate on the basis of any unlawful criteria. This policy applies to all terms and conditions of your employment including, but not limited to, hiring, placement, and promotion.