Client Relations Director

6 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Lunate Full time

Lunate is seeking a highly experienced Senior Principal to join its Client Solutions team. In this role, you will be responsible for managing the data room, maintaining our track record, and preparing detailed reports for internal and external stakeholders. You will also be expected to work closely with performance management and assist in the preparation and completion of Due Diligence Questionnaires (DDQs).

About the Role

This role offers an excellent opportunity for a senior professional to contribute to the success of Lunate's Client Solutions team. As a key member of the team, you will play a critical role in driving our capital raising efforts and helping us achieve our goal of becoming one of the world's leading private markets solutions providers.

Responsibilities:

  • Data Room Management: Oversee the organization and maintenance of the data room, ensuring all documents are up-to-date and accessible for fundraising activities.
  • Track Record Maintenance: Collaborate with the performance management team to ensure our investment track record is accurate and current.
  • Report Preparation: Compile and prepare detailed reports for internal and external stakeholders, supporting fundraising and client relations efforts.
  • Due Diligence Questionnaires (DDQs): Assist in the preparation and completion of DDQs, ensuring all information is accurate and comprehensive.
  • Salesforce Updates: Regularly update and maintain Salesforce records to reflect current client interactions and fundraising progress.
  • Call Minutes Monitoring: Track and monitor call minutes, ensuring accurate records of client interactions and follow-ups.
  • Investment Track Record: Continuously update and verify our investment track record, ensuring it reflects the latest performance data.


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