Investor Relations and Fundraising Associate
- Build and maintain prospect pipelines across regions and investor types; manage CRM workflows and reporting.
- Conduct consultant research and geographic mapping to support relationship development.
- Oversee data quality and information flow within Salesforce to support business development initiatives.
- Manage fundraising records and coordinate follow‑up with prospects and existing investors.
- Support diligence efforts, including meeting preparation, material coordination, and participation in internal and external meetings.
- Coordinate RFP/RFI processes in partnership with the due‑diligence team.
- Produce ad‑hoc reporting and insights using Salesforce and related datasets.
- Prepare meeting materials, briefing documents, and investor background research.
- Assist with competitive analysis, peer benchmarking, and broader market‑positioning work.
- Bachelor's degree with strong academic performance.
- A minimum of 1.5+ years of experience in asset management, consulting, or a related financial services marketing/analytical role.
- Strong interpersonal skills and comfort interacting with senior stakeholders.
- Advanced analytical skills.
- Proven ability to manage competing priorities and deadlines.
- Team‑oriented mindset with a willingness to take ownership of tasks of all sizes.
- High proficiency in Excel and PowerPoint.
- Detail‑oriented, self‑motivated, and a creative problem solver.
- Series 7 and 63 required, or willingness to obtain within the first 90 days.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
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