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Monika

CEO at Career Connect

Last Login: 24 August 2024

Job Views:  
391
Applications:  135
Recruiter Actions:  6

Job Code

1424396

Fund Raising & Investor Relations Role - AIF

3 - 6 Years.Mumbai
Posted 3 months ago
Posted 3 months ago

Our client is an AIF and we are looking for an experienced professional having experience in Investor Relations and Fund Raising in an AIF setup

Key Responsibilities:

Investor Relationship Management: 65% of the profile

- Act as the primary point of contact for investors, addressing inquiries and providing timely updates on investment performance and company developments.

- Based on the guidance from the senior team member - Cultivate and maintain strong relationships with existing investors to enhance investor satisfaction and retention.

- Develop a deep understanding of investors' needs, preferences, and investment objectives to tailor communication and service accordingly.

Fundraising Activities: 20% of the profile - Support the senior team member

- Prepare marketing materials, presentations, and investment proposals to pitch to potential investors.

- Coordinate fundraising events, roadshows, and meetings to engage with prospective investors and showcase investment opportunities.

Compliance and Regulatory Oversight: Support the senior team member

- Stay abreast of regulatory requirements and industry standards related to fundraising and investor servicing.

- Ensure compliance with all relevant regulations and internal policies throughout the fundraising process.

- Collaborate with legal and compliance teams to review and finalize legal documentation and investment contracts.

Reporting and Documentation: - Support the senior team Member

- Prepare regular reports on fundraising activities, investor communications, and investment performance for internal stakeholders and investors.

- Maintain accurate and up-to-date records of investor information, transactions, and correspondence in the company's database or CRM system.

Qualifications and Skills:

- Bachelor's degree in Finance, Business Administration, Economics, or related field. Master's degree or CFA designation is a plus.

- Proven 3-5 years of experience in investor relations, fundraising, or related roles within the financial services or investment industry.

- Strong understanding of financial markets, investment products, and fundraising techniques.

- Excellent communication and presentation skills, with the ability to articulate complex financial concepts to diverse audiences.

- Analytical mindset with proficiency in financial modeling and analysis.

- Exceptional interpersonal skills and the ability to build and maintain relationships with investors, colleagues, and external stakeholders.

- Detail-oriented with a focus on accuracy and compliance.

- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.

- Proficiency in Microsoft Office Suite and CRM software.

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Posted By

user_img

Monika

CEO at Career Connect

Last Login: 24 August 2024

Job Views:  
391
Applications:  135
Recruiter Actions:  6

Job Code

1424396

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