Client Care Analyst – CBRE IM

Areas of Interest: Investment Management
Location(s): Amsterdam ‘- Noord-Holland – Netherlands, Schiphol ‘- Noord-Holland – Netherlands
Fluent or native Dutch speaker

You will play an integral role within Client Care (the “Team”), providing product management and client service for key investment strategies, and supporting the wider Client Solutions team. All investor communications are channeled through Client Care which strives to provide a center of excellence and first port of call for investors. In this role you will be supporting the senior Client Care personnel within the team across a fund/group of funds/separate accounts, working alongside the finance and portfolio teams in executing strategy, delivering on promises to investors, and supporting fund growth. Client Care operates as part of a hub within which all information is centralized and shared to ensure best practice and to promote consistency across funds. You will provide support on the coordination and management of investor requests,  materials and communications throughout the investor life cycle.

Responsibilities

  • Support the Client Care leads in creation/updates of investor communications/materials, including: welcome packs, day to day queries, formal communications, standard & bespoke reporting, marketing materials, presentations, ad hoc communications
  • Provide support in the production of RFPs 
  • Updating quarterly INREV DDQs
  • Support in the legal on-boarding of prospective investors working with fund administrators, internal and external legal teams and Client Solutions 
  • Support in organisation of quarterly webcasts, annual investor meetings and advisory boards
  • Support on document, data and systems management: facilitate and implement a centralized workflow to investors, Fund managers and Client Solutions, ensuring quality and integrity of data 
  • Salesforce platform management: dashboards, content, tracking, closings & pipeline: track all fund activities and keep up to date

Person Specification

  • Excellent organisation 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
  • Fluency in English is absolutely essential, including strong writing skills. Fluency in Dutch is also required (because your focus will be on the Dutch Real Estate Funds)
  • 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

Skills Required

  • Undergraduate degree
  • Ideally 1+/- years working in professional services, real estate or finance would be highly advantageous
  • Fluency in English is required for this role, fluency in Dutch would be a strong advantage
  • Good IT skills (Word, Excel, PowerPoint).  Experience of Salesforce would be advantageous, but not essential
  • Effective communication skills, both verbally and in writing
  • Experience working within a Client Service/Administrative/Reporting function in a professional services firm would be advantageous

CBRE Investment Management

CBRE Investment Management is a leading global real assets investment management firm operating in over 30 offices and 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, users, people and communities thrive.

Interested?
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