Head of Operations and Client Services (Investor Relations) – EIS Private Equity and Venture Cap

Role details

CassonX are delighted to be recruiting for this boutique yet fast growing Private Equity firm that specialises in investing in high growth Venture Capital SMEs. This Mayfair based company specialise in raising assets and investing on behalf of High and Ultra High Network Individuals, with a predominant exposure to the UK market, with long term plans to attack the US and European zones. Following superlative five years of performance and investments, they are looking to replace and outgoing Head of Operations & Client Services, who will be very excited to join this company at such an exciting time.

To be considered for these roles, CassonX are looking to identify someone who is experienced at being an Operations Manager with preference to supporting EIS products, or a Private Equity / Small Cap / Venture Cap background. Your experience will include making sure that all deals are on the system (Salesforce) correctly and benefit from leading a team of Clients Services individuals (focus on HNW/UHNW clients and investors), but also showcasing managing BAU and improving processes and updating systems and incudes workflow automations, whilst capable of managing a small team of professionals. You will be hungry, charismatic and professional in terms of your style, to work with energetic individuals who also want to be part of something special and a high growth entrepreneurial environment.

The role will see you responsible for all operations for the investment and client services functions. You will be responsible to make sure all investment deals are recorded on systems accurately (BAU is delivered perfectly), making sure all clients receive a high-quality experience, whilst driving enhancements to processes and systems continuously. You will have an appreciation of regulations and compliance, successfully supervise a team that actions all onboarding of new clients and supporting ongoing questions thereafter, whilst constantly thriving for improvements across the department.

CassonX Limited are committed to providing fair employment opportunities to all applicants. We encourage anyone to apply, regardless of their background, and promote a fair and inclusive recruitment process based on merit. If you require any assistance throughout the interview process to improve your experience, kindly let us know.