Client & Product Solution Analyst

Kartesia is an independent and privately-owned European specialist financing small and middle-market companies. We provide long-term liquidity and credit solutions following a fundamental and disciplined approach, based on our knowledge of the European small and mid-cap corporate market and our extensive professional network.

We are seeking a motivated and detail oriented Analyst to join our Client & Product Solution Team (CPS) . The ideal candidate will have excellent communication skills, a client-centric mindset, and the ability to manage multiple tasks efficiently.

Primary responsibilities will include: Oversee investor meetings coordination. Help prepare marketing materials for roadshows and on-site meetings and ensure all follow up materials are delivered accordingly. Contribute to the organization and preparation of documents and marketing materials for fund launches and fund raisings. Participate in the organization of due diligence meetings with institutional investors. Update and maintain Kartesia’s data rooms and CRM database. Work on the content for Annual General Meetings and Advisory Board Meetings. Conduct bespoke competitor and industry intelligence research. Interact with all areas of the business to ensure successful delivery of Kartesia’s service to investors.

Qualifications Bachelor’s degree in Finance, Business, or a related field. Proven ability to work with client-facing teams and directly with investors, within the private debt, private equity sector. Proven experience working on Private Placement Memorandum/ Offering Memorandum and Due Diligence Questionnaires. An interest into documenting workflows, policies and procedures. Flawless written and verbal English language skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and client management systems.

If this position sounds appealing you can apply via Linkedin.