At a Glance
- Tasks: Lead the fundraising process and build strong investor relationships.
- Company: Dynamic firm focused on venture capital and private equity.
- Benefits: Competitive salary, flexible work environment, and growth opportunities.
- Other info: Ideal for self-starters who thrive in independent, results-driven roles.
- Why this job: Make a real impact in capital formation and work with high-value investors.
- Qualifications: 4+ years in fundraising with a strong LP network and relationship skills.
The predicted salary is between 40500 - 49500 £ per year.
As a Capital Formation Partner, you will take full ownership of the fundraising process from sourcing and qualifying leads to pitching and closing commitments.
This is a KPI-driven, results-oriented role for a self-starter who thrives in an independent work environment and is confident in managing high-value relationships with investors.
Key Responsibilities
- Independently generate and qualify leads.
- Pitch Quantum Light Fund II to potential limited partners (LPs) and build long-term investor relationships.
- Close LP commitments independently or in collaboration with the CEO.
- Target large family offices and UHNWIs ($500M+ AUM/net worth), as well as institutional investors such as sovereign wealth funds, asset managers, endowments, and foundations.
- Meet weekly KPIs for qualified LP meetings and achieve quarterly capital-raising targets from self-generated leads.
- Maintain and grow a strong network of LPs.
Requirements
- Minimum of 4 years’ end-to-end fundraising experience in venture capital (VC) or private equity (PE).
- Proven track record in client-facing fundraising, investor relations, or high-value sales within VC/PE.
- Strong existing LP network, particularly among family offices and UHNWIs active in VC investments.
- Exceptional interpersonal and relationship-building skills.
- Highly entrepreneurial, driven, ambitious, and goal-oriented.
- Ability to work independently with minimal supervision while delivering results under pressure.
- Strong presentation, negotiation, and closing skills.
By submitting this application, I agree that my personal data will be collected, processed, and retained by the company solely for the purposes of managing and assessing my candidacy.
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Partner, Capital Formation & IR employer: Wayfindi
Cleo is an exceptional employer that fosters a collaborative and innovative work culture, allowing Senior Polyglot Engineers to thrive in a hybrid/remote UK environment. With a strong focus on employee growth, mentorship opportunities, and the chance to work on impactful projects that enhance users' financial health, Cleo stands out as a rewarding place for those looking to make a difference in the fintech space.
StudySmarter Expert Advice🤫
We think this is how you could land Partner, Capital Formation & IR
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Wayfindi, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Wayfindi.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Wayfindi.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Wayfindi, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Partner, Capital Formation & IR
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Wayfindi want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Wayfindi.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Wayfindi will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Wayfindi. Numbers speak louder than words!
How to prepare for a job interview at Wayfindi
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Wayfindi want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withWayfindi.
