About the Role
We are seeking an exceptionally talented individual to join our Capital Development & Investor Relations team focusing on supporting our global client base.
Duties and Responsibilities:
- Play a key role in supporting fundraising initiatives, managing investor relationships, and driving strategic communication efforts. This individual will work closely with senior leadership to develop and execute capital-raising strategies, enhance investor engagement, and provide market intelligence to support business growth
- Assist with the development, design and updating of investor-facing marketing collateral and market/client analytics on an on-going basis, including bespoke portfolio analysis for investors
- Conduct market research and competitor analysis to identify prospective investors and fundraising opportunities
- Collaborate with internal teams (research, trading, finance, compliance) to ensure accurate and timely investor reporting
- Monitor industry trends and regulatory developments to provide insights for investor communications
- Attend client engagement with senior team members to build client relationships, document takeaways, coordinate follow-ups and continued engagement
- Manage and develop direct client relationships with current investors and prospects
- Conduct prospecting activities, including outreach, while leverage relationships to build pipelines
- Manage the investor pipeline and provide updates to ensure accurate tracking and reporting of opportunities
- Provide coverage for senior team members as needed – hosting calls
Experience and Skills:
- Bachelorās degree in Finance, Economics, Business Administration, or related field; MBA or CFA designation is a plus.
- 4+ years of experience in investor relations, capital markets, investment banking, or related financial services roles.
- Strong understanding of financial statements, valuation methods, risk analytics, statistical methods, and investment analysis.
- Strong understanding of alternative investments, private markets, and fundraising strategies
- Excellent communication and interpersonal skills, with the ability to build relationships with sophisticated investors
- Excellent written and verbal communication skills with the ability to convey complex financial information clearly and concisely.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and financial modeling software.
- Be an upstream thinker, proactive problem preventer and creative solution-oriented multi-tasker
- Thrive in a fast-paced environment
- Ability to develop strong relationships, being always reliable and communicative to all parties
- Demonstrate poise under pressure with impeccable attention to detail