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:

• 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.