The Role
Coordinate client investment data handling, manage project schedules and delivery, collaborate across geographies, support portfolio monitoring and reporting, develop presentations and documentation, lead process optimization and business intelligence projects, and maintain high client satisfaction.
Summary Generated by Built In
CEPRES is the leading and fastest growing digital investment platform for private capital markets, an institutional asset class which became very relevant in global investment portfolios of sovereign wealth fund, insurances, pension plans and others. This global institutional client base benefit from our award-winning investment solutions for their investment activities while we connect via the CEPRES platform thousands of professionals to the largest private investment network worldwide.
CEPRES GmbH / Corp is headquartered in Munich and New York, with additional offices in Denver, Chicago, London, Heidelberg, Singapore and several locations in middle east. Our team is incredibly diverse with over 20 nationalities globally. We value smart and innovative people who also work effectively in a team environment and who are global players.
Key responsibilities:
• Coordinate client investment data handling with accurate and timely feedback
• Collaborate with cross-functional teams across different geographies and time zones
• Manage schedules and overall project status to ensure requirements and project components are understood and delivered according to service level agreements and best practices across cross-functional teams
• Responsible for timely delivery of the project components and ensuring requirements of the projects are met
• Work closely with customer success managers and the project manager to ensure ad-hoc and quarterly planned portfolio monitoring activities are delivered to the client as per the service level agreement
• Assist the project manager in management reporting
• Maintain the highest levels of client satisfaction amongst clients through professional and timely communications and actions
• Develop and produce presentations, descriptive documentations regarding the platform (written and digital) for internal and external clients
• Lead and manage process optimization projects along with business intelligence projects
• Adhering to best practices and workflows at both, the organization and project levels
Requirements
• Bachelor’s degree preferred (Finance, Economics, Accounting, Business or related field working with big data)
• Interest in Corporate Finance, especially the Private Equity industry (Financial Statements, Private Market Transactions, etc.)
• Strong data analysis skills to conduct scaled analysis (Advanced Excel - VBA Beneficial, Python, SQL knowledge a strong plus)
• Good skills in using Excel (case study will be part of the interviewing process)
• Ability to work with big data using various tools & applications
• Ability to analyze financial data fast and efficiently, familiarity with high-level accounting topics (i.e. high-level data reconciliation)
• 1-2 years of experience in M&A, leverage finance transactions, or investment banking preferred
• Interest in building analysis frameworks, and standardization of analysis methodology and company-wide processes
• Excellent presentation skills
• Good English skills (written & communication)
• Time Management skills to coordinate information from internal stakeholders efficiently and customers and finalize tasks & assigned projects.
• Intercultural competence required to adapt and excel within a truly diverse and international company
• Excellent teamwork skills
• Affinity to improve and optimize established workflows to enhance efficiency
• Ability to collect/research qualitative and quantitative data in multiple formats and from different sources
• Knowledgeable or interest learning more about Private Equity and/or experience in the Investment Banking environment
Benefits
• Career Path in Private Equity Step into one of the most in-demand and exciting industries in finance today. With us, you'll experience unparalleled opportunities for career growth and promotions, receive regular feedback, and benefit from mentorship provided by an international team of passionate experts. Be part of a unique growth story and take on an exciting, challenging role in a dynamic global environment.
• Culture That Drives Success We are powered by core values that foster an entrepreneurial spirit, drive results, and empower ownership. At our company, collaboration and mutual support are at the heart of everything we do. Transparency in company goals ensures you’re always part of the bigger picture.
• Commitment to Our People We care deeply about our team, offering outstanding benefits and opportunities to thrive in a diverse, inclusive, and international workplace
• Compensation of attractive package that reflects your skills, contributions, and growth potential.
At CEPRES, we're committed to creating an inclusive environment for all. We celebrate diversity and encourage applicants from all backgrounds, experiences, and perspectives to apply.
Skills Required
- Bachelor's degree in Finance, Economics, Accounting, Business or related field
- Interest in Corporate Finance, especially Private Equity (Financial Statements, Private Market Transactions)
- Strong data analysis skills to conduct scaled analysis
- Advanced Excel skills (case study will be part of the interviewing process)
- Ability to work with big data using various tools and applications
- Ability to analyze financial data quickly and familiarity with high-level accounting topics (data reconciliation)
- 1-2 years of experience in M&A, leveraged finance transactions, or investment banking
- Interest in building analysis frameworks and standardizing analysis methodology and company-wide processes
- Excellent presentation skills
- Good English skills (written and communication)
- Time management skills to coordinate internal stakeholders and customers and finalize tasks
- Intercultural competence to adapt within a diverse international company
- Excellent teamwork skills
- Affinity to improve and optimize established workflows to enhance efficiency
- Ability to collect and research qualitative and quantitative data in multiple formats from different sources
- Knowledge of or interest in learning more about Private Equity and/or experience in the Investment Banking environment
- VBA knowledge
- Python knowledge
- SQL knowledge
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The Company
What We Do
CEPRES is a leading platform for private market data and analytics, driving digital transformation for private market investment teams by providing real-time and predictive analytics.
