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For Companies At a Glance
- Tasks: Engage with institutional investors through calls, emails, and meetings to build relationships.
- Company: Join PEI Group, a dynamic and diverse team in the heart of London.
- Benefits: Enjoy a supportive work culture with opportunities for growth and networking.
- Why this job: Be part of a vibrant team that values innovation and relationship-building in finance.
- Qualifications: Experience in customer service or client engagement, especially with investors, is preferred.
- Other info: Full-time role with a focus on achieving outreach and sales targets.
The predicted salary is between 32400 - 54000 £ per year.
We at PEI Group are looking for an Investor Acquisition Executive to join our welcoming, diverse, and growing team based here in our London office. The successful candidate will be establishing and deepening relationships with EMEA based institutional investors and reporting to the Sales Manager, EMEA & APAC.
Key responsibilities and expectations:
- Invite and confirm Institutional Investors (LPs) to PEI Group’s global event portfolio.
- Primarily conduct 50 outbound engagements a day (Calls, e-mails & LinkedIn).
- Build rapport & encourage engagement with institutional investors through online & in-person meetings.
- Completing Demos via screen share or in person of the Investor Network platform when required.
- Understand investor needs to drive networking and knowledge-gathering opportunities.
- Gather feedback on the value of the PEI products and on how we can improve our network & event experience.
- Delivering against daily/weekly/monthly targets relating to outreach volumes, duration, and sales targets.
- Assimilating key selling points during event briefing sessions and being able to deliver succinctly and compellingly these in verbal and written communication to relevant prospects.
- Working closely with our internal production function to provide detailed and thorough feedback about prospects, pipelines, and progress on each event.
- Working closely with our R&A team, providing updated information of investor appetite/activities where possible.
- Maintaining up to date in CRM records is essential, to ensure that all daily activity, contact with prospective customer and pipeline is fully recorded.
- Keeping colleagues fully informed of your activities through formal reporting procedures with your Sales Leader based in London.
About You
Requirements, experience, skills, and professional attributes:
- Experience and performance in customer service or client engagement (particularly with Investors) and a desire to take this to a more intellectual level.
- Experience communicating with C suite decision makers of large multi-national businesses, understanding their role in the market and their needs.
- Knowledge of industry events, private markets, fund managers and the LP GP capital raising dynamic is preferred.
- A strong understanding and focus on the right KPI measures – both financial and non-financial.
- A love of networking and relationship building and curiosity to learn about people and markets and the ability to tailor solutions to client needs.
- A strong work ethic and positive attitude toward wider business requirements.
To succeed in this role you will be able to demonstrate:
- Excellent organisational and time management skills.
- Strong listening and communication skills; a confident and professional manner.
- Highly motivated attitude toward client satisfaction, reliable, organized, driven and a problem solver.
- An outstanding team player with the ability to influence internal colleagues to drive the business forward.
- Self-motivated and willing to take responsibility.
- Resilient under pressure – able to remain focused in the face of multiple competing priorities and ensure key deadlines.
Investor Acquisition Executive employer: PEI
Contact Detail:
PEI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Acquisition Executive
✨Tip Number 1
Familiarise yourself with the private equity landscape and current trends in institutional investment. This knowledge will help you engage more effectively with potential investors and demonstrate your understanding of their needs.
✨Tip Number 2
Leverage LinkedIn to connect with industry professionals and institutional investors. Personalise your outreach messages to build rapport and show genuine interest in their work, which can lead to valuable conversations.
✨Tip Number 3
Practice your communication skills, especially when discussing complex financial concepts. Being able to explain these clearly and confidently will set you apart during interviews and networking opportunities.
✨Tip Number 4
Attend industry events and webinars to expand your network and gain insights into investor preferences. Engaging with attendees can provide you with useful information and potential leads for your outreach efforts.
We think you need these skills to ace Investor Acquisition Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Investor Acquisition Executive role. Tailor your application to highlight relevant experiences that align with these requirements.
Highlight Relevant Experience: Emphasise any previous experience in customer service or client engagement, especially with institutional investors. Use specific examples to demonstrate your ability to communicate effectively with C-suite decision makers.
Showcase Your Skills: Clearly outline your organisational and time management skills in your CV and cover letter. Mention your strong listening and communication abilities, as well as your motivation towards client satisfaction.
Personalise Your Application: Make your application stand out by personalising it. Address the hiring manager by name if possible, and express your enthusiasm for the role and the company. Show that you've done your research on PEI Group and their values.
How to prepare for a job interview at PEI
✨Research PEI Group
Before your interview, take the time to understand PEI Group's mission, values, and recent developments. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the company.
✨Know Your KPIs
Familiarise yourself with key performance indicators relevant to the Investor Acquisition Executive role. Be prepared to discuss how you have met or exceeded similar targets in previous roles, showcasing your ability to drive results.
✨Prepare for Role-Playing Scenarios
Given the emphasis on relationship building and client engagement, be ready for role-playing exercises during the interview. Practice how you would approach a potential investor, focusing on building rapport and understanding their needs.
✨Showcase Your Networking Skills
Highlight your experience in networking and relationship management. Share specific examples of how you've successfully engaged with C-suite decision-makers and tailored solutions to meet their needs, as this is crucial for the role.
