We are working with an established multi-family office with an AUM of 4.5BN. They are looking for a dynamic and driven IR/fundraising professional to work in a 360 capacity. This position will involve supporting their Private Markets team in sourcing and managing external clients who invest in their Private Markets products whilst supporting their existing client base, end to end project managing the sales process across all products including mid-market buyout, VC, real estate and secondaries. What the job involves
- Independently identify and pursue a pipeline of relevant prospective clients across large family offices, and small institutions to enable sustainable year-on-year growth
- Work closely with the senior team to identify and engage with relevant prospective clients from existing established networks
- Work with their internal client advisors to develop relationships with existing clients to build awareness of Private Markets products
- Support the development of presentations, present to clients, and prepare and review documentation
- End to end project management of sales process across all products
- Generate reports across key activities and product sales
- Ensure all client documentation and records are kept to the highest regulatory standards
- Proactively maintain a knowledge and understanding of the global financial industry
- Ensure full compliance with the regulatory & compliance framework, according to the principles of industry best practice
- Strong and proven client relationship management skills
- Experience of building own network, networking and leveraging current contacts
- Good commercial acumen
- Excellent verbal and written communication skills
- Proven project management capabilities
Save role
Log in to apply