Youll support fundraising efforts LP engagement and client communications playing a key role in cultivating relationships with investors and tailoring materials to their needs.
Key Responsibilities:
- Prepare for investor meetings draft briefing notes and customize presentations
- Coordinate private wealth and distribution roadshows manage event logistics and follow up
- Maintain fundraising pipeline track LP interests and generate working lists
- Research market trends and competitor positioning to inform strategy
- Adapt fundraising materials to different investor profiles
- Collaborate with internal teams to align messaging and ensure smooth execution
What you bring:
- Experience in fundraising investor relations or related field
- Strong PowerPoint and Excel skills with ability to craft compelling narratives
- Comfort with financial concepts and quick learner on fund strategies
- Excellent organizational and interpersonal skills; thrives in fast-paced environments
Youll support fundraising efforts LP engagement and client communications playing a key role in cultivating relationships with investors and tailoring materials to their needs.Key Responsibilities:Prepare for investor meetings draft briefing notes and customize presentationsCoordinate private wealth...
Youll support fundraising efforts LP engagement and client communications playing a key role in cultivating relationships with investors and tailoring materials to their needs.
Key Responsibilities:
- Prepare for investor meetings draft briefing notes and customize presentations
- Coordinate private wealth and distribution roadshows manage event logistics and follow up
- Maintain fundraising pipeline track LP interests and generate working lists
- Research market trends and competitor positioning to inform strategy
- Adapt fundraising materials to different investor profiles
- Collaborate with internal teams to align messaging and ensure smooth execution
What you bring:
- Experience in fundraising investor relations or related field
- Strong PowerPoint and Excel skills with ability to craft compelling narratives
- Comfort with financial concepts and quick learner on fund strategies
- Excellent organizational and interpersonal skills; thrives in fast-paced environments
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