My client is a fast-growing investment business specialising in renewable energy infrastructure and alternative investments.
As the business continues to expand its capital and investment platform, they are seeking to appoint a high-calibre Investor Relations & Fund Raise Associate to support and lead investor-facing activities throughout the Section 12B capital raising cycle.
The successful candidate will be the face of the fund to financial advisers, wealth managers, intermediaries and investors, taking a leading role in raising capital for the firm’s Section 12B investment fund. Accordingly, candidates with a proven track record in raising capital for Section 12B funds will receive strong preference.
Job Functions:
- Support and lead investor-facing activities throughout the Section 12B capital raising cycle.
- Drive capital raising initiatives and contribute towards achieving fundraising objectives.
- Build and maintain relationships with financial advisers, wealth managers, tax practitioners, intermediaries and high-net-worth investors.
- Act as the primary point of contact for prospective investors, guiding them through the investment process and delivering a first-class investor experience.
- Prepare and deliver investor presentations, marketing material and client communications.
- Coordinate investor onboarding, subscription documentation and related investor communications.
- Maintain investor pipelines, CRM records and fundraising reports.
- Work closely with senior management to support the continued growth of the investment platform.
Job Requirements:
- Relevant tertiary qualification in Finance, Investments, Accounting or a related field.
- Approximately 3–7 years’ client-facing experience within the financial services industry, with a proven track record in raising capital for Section 12B investment funds.
- An established network of relationships amongst financial advisers, wealth managers and other investment intermediaries would be advantageous.
- Excellent communication, presentation and relationship-building skills.
- Strong commercial acumen together with exceptional organisational ability and attention to detail.
- A self-starter who enjoys working within a dynamic, entrepreneurial environment.
- A commercially driven individual motivated by the opportunity to play a meaningful role in growing a successful investment platform, with an attractive performance-based incentive structure linked to capital raising success.
Note: A candidate’s CV would under no circumstances be discussed / disclosed without the candidate’s explicit, prior consent.
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