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Account management analyst

Berlin
Moonfare
Analyst
Inserat online seit: 13 Januar
Beschreibung

Join the team rewriting the rules in private markets.

Moonfare delivers what few others can: the highly sought-after funds and hidden-gem investments that go beyond what most private banks offer. Every opportunity is subjected to a ruthless vetting process; the bar is unforgivingly high. The result? Institutional-quality portfolios for investors who demand more.

Our team combines finance veterans with talent from tech, consulting, law and industries you'd never expect. Headquartered in Berlin, we operate from eight offices across Europe, the US and Asia.

If you're ready to build what's next in private markets, let's talk.

Account Management Analyst (m/f/d)

We're looking for a proactive and detail-oriented Account Management Analyst to join our dynamic team. In this role, you'll support and strengthen relationships with investors, oversee onboarding processes, and help drive operational improvements. You'll collaborate across multiple teams to deliver a seamless and high-quality client experience.

A strong client-centric mindset and a passion for delivering exceptional service are essential, as you'll play a key role in both strategic initiatives and the ongoing success of our investors.

You will:

* Serve as a primary point of contact for regional investors, supporting onboarding, subscription, and account setup
* Facilitate cross-functional coordination between Sales, KYC, Compliance, Legal, Fund Operations, and Product teams to ensure compliant and seamless onboarding
* Partner closely with the Sales team in closing deals
* Maintain accurate client records and partnership details using CRM tools such as HubSpot
* Respond promptly and professionally to investor inquiries via email, live chat, and phone
* Collaborate on strategic initiatives and cross-departmental projects to optimise the client journey
* Provide feedback to Product and Operations teams to improve internal workflows and enhance the client experience

The next Moonfarian:

* 1–2 years of experience in account management, customer success, operations, or a similar client-facing role
* Bachelor's degree in Finance, Business Administration,or a related field is required
* Has native level or fluency in German and English (both written and verbal)
* Excellent communication and interpersonal skills, with the ability to build trust and credibility with sophisticated investors
* Highly organised with strong attention to detail and time management
* A problem-solver with a hands-on mentality and the ability to work independently and collaboratively
* Experience using CRM systems such as Hubspot; familiarity with data tools like Tableau is a plus

]

If you feel you do not meet all of the requirements, we still encourage you to apply

Our Values:

* Our clients come first, Moonfare comes second, and we prioritise ourselves third - Client-Centric Focus. Putting clients first means creating value for them is essential. Placing Moonfare second signifies that our individual professional future at Moonfare depends on the company's commercial success. Prioritising ourselves third reflects our humility in putting clients and Moonfare before personal interests.
* We pursue excellence and honor our promises - Commitment to Excellence. We hold ourselves to the highest standards, taking responsibility for our failures, and celebrating our successes. We commit to deadlines and stick to them and we learn from our mistakes.
* We are here to win and to celebrate our collective achievements - Win together. We are mission-focused and think and act like owners. We exemplify the attitude we expect and each of us commits to do what it takes to succeed.
* We foster personal growth but each of us earns our place as a Moonfarian through merit - Growth and Merit. We hire, retain, and develop exceptional people and invest in empowering them to excel. We must all earn our place at the table every day.

We understand the important role that diversity plays in our success. Different backgrounds, experiences and ideas push us further and raise the bar. We're committed to developing an inclusive and safe culture where everyone — regardless of colour, race, religion, sex, origin, sexuality, disability, marital status, citizenship or gender identity — knows that they are an integral part of the team and can bring their full potential to their work.

*Minimum investments vary according to jurisdiction.

Apply now

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