Senior Associate and/or Associate as Client Relationship Manager



Senior Associate and/or Associate as Client Relationship Manager


Senior Associate and/or Associate as Client Relationship Manager

DC Placement Advisors is a leading global placement agent with an emphasis on core European markets, South Korea, the Middle East, Japan and Australia dedicated to supporting alternative fund managers in raising capital from top tier institutional investors.

Founded in 2008 and with offices in Germany, United Kingdom, Switzerland and Australia, the company is perfectly positioned to raise institutional capital on an international scale across alternative asset classes spanning from infrastructure, private equity and renewable energy to real estate and private debt – currently 5.5bn EUR. A thorough understanding of the institutional mindset, our vast industry recognition and established, long-term relationships with key institutional investors have given DC Placement Advisors a distinctive advantage in the rapid closure of new assignments. We are renowned for our outstanding investor mapping capabilities and market insight, with a streamlined business approach and a focus on execution efficiency.

DC Placement Advisors (DCPLA) operates 3 business lines:

  1. Fund Marketing & Distribution – DCPLA assists private market firms in raising capital for alternative investments and advises on all the stages and areas of the fundraising process including strategy, structuring, documentation, investor roadshows, investor due diligence and closings.
  2. Strategic Advisory Services – DCPLA advises investment managers on fund positioning, fund structuring, investor mapping and market testing.
  3. Investor Communications – DCPLA advises its clients on all aspects of strategic communications with their existing or potential/target investor base.

We maintain an up-to-date global investor database of more than 3,300 institutional investors and their investment consultants. This comprehensive investor database covers 12 categories of alternative investors, including leading institutional investors (top tier insurance companies and pension funds), but also second and third tier pension funds, family offices, endowments and foundations.

We are looking ASAP for a qualified Senior Associate and/or Associate for the position of a Client Relationship Manager, to be based in the head office Munich:

The Client Relationship Manager works under the guidance of the Head of Fund Placement. The fund placement group provides our clients, across leading infrastructure equity and debt, private equity and debt, real estate and renewable energy managers with distribution services. Our distribution group performs coverage and sales services for our clients and their products to the global leading pension plans, insurance companies, asset managers, endowments, foundations, sovereign wealth funds, and family offices.


  • Coordination between sales team and DCPLA client (fund manager or GP) as a Client Relationship Manager who is the first point of contact
  • Investor reporting and sales controlling in Salesforce (a leading cloud platform) for all applicable coverage
  • Coordination and managing of global investor roadshows 
  • Coordination of the entire sales cycle including due diligence and KYC processes
  • Supporting the sales team in all regards
  • Research on investor data and preparing of investor profiles


  • Strong academic record
  • Demonstrated ability to write effectively
  • Excellent analytical & quantitative skills and detail orientation
  • Ability to work effectively and meet deadlines
  • Strong communication, presentation, and interpersonal skills
  • Desire to work in a team environment as part of a deal team and independently, as necessary
  • Ability to manage projects and teams
  • Work experience in the investment management or investment banking industry, experience in the investment consultancy industry strongly preferred
  • Minimum of 1-3 years of increasingly professional experience in financial services


  • Bachelor degree is required from an accredited college or university with preference given to accounting or finance degrees; CAIA, CFA I-III or other appropriate designations would be a strong bonus, but are not a must.
  • Must be able to demonstrate a great knowledge of computer applications including Microsoft Office products (great experience in Excel and PowerPoint is a must), preferably understands relational databases
  • Excellent command in business English in speaking and writing is a must, other languages are a plus


  • Positive work environment in growing placement agent boutique firm
  • Competitive package with recognition for hard work
  • International team environment
  • Outstanding quality of living (Munich is #4 in 2017 Quality of living worldwide city rankings – Mercer Survey)

Please send full application (CV, letter of motivation, copies of your achievements) to emarch(at) (Mrs. Eva March, Managing Director). Please, state your salary expectations and your desired or earliest entry date. For questions, please call or write to Eva March at +49 89 90 77 46 99 14.

Send us your application to: