The Cynosure Group · 1 day ago
Client Experience Associate
Salt Lake City, UT
Full-time
Onsite
Mid, Senior Level
3+ years expThe Cynosure Group is a multi-strategy investment management firm seeking a Client Experience Associate to support client advisory, investment operations, and reporting needs. This role involves working closely with Portfolio Managers and Finance to ensure a high-quality client and investor experience through effective communication and operational support.
FinanceProfessional ServicesAdviceAsset ManagementFinancial Services
Responsibilities
Serve as a key point of contact for private fund investors and OCIO clients, supporting ongoing communications related to onboarding, performance reporting, capital activity, and portfolio updates
Coordinate and prepare materials for investor and client meetings, including portfolio reviews, performance summaries, and ad-hoc requests
Maintain high-quality client and investor experiences through timely, professional, and proactive communication
Partner closely with Investor Relations to support the private fund investor lifecycle, including CRM pipeline tracking, investor onboarding, KYC/AML, subscription documentation, capital calls, distributions, and fund closings
Maintain investor portals and CRM systems, including data quality checks and timely delivery of recurring and ad-hoc investor reporting
Coordinate with Finance, fund administrators, custodians, and legal partners to ensure accurate investor records, reporting deliverables, and responses to investor inquiries
Work closely with OCIO Portfolio Managers to support new investment implementation for clients, including private funds and SMAs
Coordinate with custodians to support account setup, asset movement, and ongoing portfolio operations
Support client portfolio reviews, including tracking holdings, reconciling performance, and preparing recurring reporting deliverables
Participate in monthly performance reconciliation and close processes, reviewing and signing off on portfolio-level reporting accuracy
Work extensively in Excel and reporting tools with large, complex datasets to support reconciliations, performance validation, and reporting workflows
Review and reconcile data across custodians, fund administrators, and internal systems to ensure accuracy and consistency in client- and investor-facing reports
Evaluate and enhance operational, reporting, and client service workflows to improve scalability, accuracy, and risk controls
Build and maintain tools, templates, and automated workflows using Excel, light scripting/coding, and AI-enabled solutions
Leverage AI and data analysis capabilities to streamline reconciliations, document workflows, reporting processes, and quality assurance
Partner cross-functionally to implement process improvements and support strategic initiatives
Qualification
Required
3 - 7 years of progressive experience in the financial industry, preferably in investment operations, fund administration, client service, or a related role
Strong analytical skills, ability to work with large datasets
Advanced proficiency in Microsoft Excel (e.g. formulas, lookups, pivots; exposure to macros, or similar tools is a plus)
Familiarity with private funds, investment vehicles, and performance reporting preferred
Interest in and aptitude for process improvement, automation, and technology-enabled solutions
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Ability to thrive in a high-volume, fast-paced, deadline-driven environment
Responsive, friendly and proactive approach
Problem-solving mindset with the ability to identify issues and propose solutions
Microsoft Office, particularly Excel and PowerPoint
Associate's or bachelor's degree in a business-related field or relevant work experience
Preferred
Exposure to AI prompt building as well as light coding or scripting is a plus, but not required to be a full-time function
Company
The Cynosure Group
The Cynosure Group sources, evaluates and manages direct private equity investments in profitable, small to mid-sized companies
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Elizabeth Smoose
Managing Director
Keith Taylor
Managing Director
Recent News
2025-10-20
Company data provided by crunchbase