Associate – Fund Raising Management

Overview

• The Associate – Fundraising Management role supports investor outreach and ensures effective communication across teams.
• Collaborates with Client Relationship Managers to facilitate seamless fundraising processes and investor engagement.
• Manages data rooms, updates marketing materials, and maintains accurate fundraising records.
• Develops a comprehensive understanding of the firm's strategies and operations.
• Coordinates investor due diligence processes, ensuring compliance and timely reporting.
• Supports the preparation of investment materials, RFPs, RFIs, and pitch decks.
• Creates detailed investor profiles for effective engagement strategies.
• Provides critical support in streamlining investor outreach and onboarding procedures.

Key Responsibilities & Duties

• Collaborate with sales teams to prepare investment and operational due diligence materials.
• Conduct debriefs post-investor meetings to gather information and coordinate follow-ups.
• Manage and update data rooms, ensuring accuracy and accessibility.
• Maintain and update marketing collateral and firm-wide statistics regularly.
• Develop and maintain detailed investor profiles for strategic engagement.
• Coordinate communication between fundraising, compliance, and client service teams.
• Assist in reporting and tracking fundraising pipelines effectively.
• Support CRM team in investor outreach and onboarding processes.

Job Requirements

• Bachelor's degree in a relevant field such as Business Administration or Finance.
• Minimum of 2 years of experience in fundraising or client relationship management.
• Preferred 4 years of experience in asset management or related industry.
• Proficiency in managing data rooms and marketing collateral.
• Strong organizational and detail-oriented skills with proactive problem-solving abilities.
• Effective communication and collaboration skills across teams and stakeholders.
• Ability to synthesize complex information and develop comprehensive investor profiles.
• Knowledge of compliance and due diligence processes in fundraising activities.