About the Company: Founded in 2018, our client is a global asset manager focused on full lifecycle investing in B2B FinTech software companies. The firm is passionate about rolling up its sleeves and partnering with repeat entrepreneurs that have deep financial services experience, differentiated products, and a global mindset.
About the Role: The Director, Investor Relations, will serve as a key member of the firm’s external facing presence and a crucially important member of the team charged with helping scale the firm into its next phase of growth. The Director will report to and collaborate closely with our client’s Investor Relations team and the broader team to further implement and refine processes centered around efficient and effective outreach to a full range of institutional and strategic investors, including pensions, endowments and foundations, sovereign wealth funds, family offices, insurance companies, banks, wealth management and asset management firms. Additionally, the Director will work closely with prospective Limited Partners (“LPs”) during their respective due diligence processes to support the team in onboarding such investors across various funds and other vehicles. The Director will also work with longer-term and newer LPs to support their internal reporting requirements and a regular cadence of communication and relationship development. The ideal candidate will have previous capital formation experience in a venture capital or private equity setting and familiarity with institutional investors allocating to alternative investments.
Responsibilities:
- Source prospective LPs and assist in managing the capital formation/investor relations processes, driven through the firm’s CRM, and ensure accuracy of responses and that all deadlines are met; update LP contact information, client activity and investment interests.
- Organize and lead virtual and in-person meetings and roadshows.
- Focus on building deep and long-term relationships with LPs – focusing on the whole relationship building process and being non-transactional.
- Conduct competitor and market research, with an emphasis on identifying LPs investing in/open to Fintech specialist allocations.
- Establish and manage workflows to meet all internal and external deadlines related to capital formation/investor relations, initiate innovative ideas and creative approaches to help increase efficiency and further the capital formation and broader goals of the firm.
- Assist in preparing regular content for LPs, including marketing materials, models, and the firm’s quarterly webinars.
- Work on LP events, including the firm’s annual in-person day, quarterly webinars and other events across each calendar year.
- Identify industry conferences ideal for the firm’s participation and coordinate participation.
- Coordinate and work with other areas of the firm effectively as part of a collaborative team.
- Support the closing process (i.e., ensure appropriate AML/KYC documentation is provided by LPs, ensure appropriate FATCA/CRS documentation is provided by LPs, as necessary).
Qualifications and Competencies:
- 6-8+ years of relevant experience, preferably within a private markets investment management firm, focusing on capital raising/formation for PE/VC.
- Undergraduate degree and an excellent academic background.
- Focused and results oriented.
- Passionate about the capital formation/investor relations function within a private capital investment management firm.
- Comfortable in a private capital environment and discussing private capital strategies and asset classes with institutional investors.
- Self-motivated and have a proven ability to prioritize, multi-task, and perform effectively in a highly dynamic and collaborative work environment under tight deadlines.
- Accustomed to handling high volumes of information with the utmost attention to detail.
- IT literate and highly proficient in Microsoft Office (Word, PowerPoint, and Excel) and industry tech.
- Strong analytical, verbal, and written communication skills and naturally work across functional areas.
- Comfortable at times working irregular hours to accommodate overseas investor prospects and LPs.
