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- Tasks: Manage global fundraising activities and investor relations for a leading Secondaries fund.
- Company: Join a rapidly growing firm specialising in innovative private equity solutions.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and collaboration.
- Why this job: Be part of a team that values creativity and drives impactful investment strategies.
- Qualifications: Experience in private equity or advisory, with strong communication and PC skills required.
- Other info: Work closely with senior management and global teams to enhance investor experiences.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a leading Secondaries fund specializing in secondary transactions in Private Equity and Private Credit through both closed-end and open-ended funds. They focus on delivering value through disciplined investment strategies, leveraging deep market knowledge, and innovative solutions. As a rapidly growing firm, they are looking to expand their team with dynamic and motivated professionals to help drive their continued success. Based in London, this junior individual will be working closely with the team, including senior management, and third-party providers to assist, coordinate, and enhance our clients’ fundraising and investor relations activities globally. The individual’s core responsibility will be the project management and coordination of the firm’s global fundraising activities.
Key Tasks and Responsibilities
- Lead the firm’s tracking of its investor relationships by taking ownership of the Salesforce database and reviewing input by the data entry team.
- Drive investor targeting and feedback processes to ensure appropriate outreach in line with relevant marketing restrictions for each geography and product.
- Liaise with relationship managers and external third parties such as placement agents to ensure key metrics regarding investor progress in their investment decision-making are captured in a timely and accurate manner.
- Review and produce reports to highlight different aspects of the fundraising progress.
- Work with senior management and liaise with relationship managers to ensure proactive communication and consistent messaging across our clients’ products with limited partners.
- Create status updates on the progress of each fundraising for key stakeholders internally, including the Board.
- Work closely with our clients’ fund counsel and administrators to oversee the legal process through to closing.
- Highlight any inefficiencies or issues that are impacting the fundraising progress and work with key stakeholders to implement processes and solutions.
- Work closely with the Investor Services sub-function and Due Diligence sub-function on fundraising-related messaging to ensure consistency across IR.
- Be a central point of contact for all matters affecting investors from a fundraising perspective.
- Work successfully across all internal departments in New York, London, Hong Kong, and with external suppliers to deliver a consistently high-quality investor experience.
- Monitor industry best practices and contribute new ideas to help refine the company’s innovative global Investor Relations programme.
Qualifications and Experience
Essential
- Experience in a private equity firm or related advisory business.
- Excellent written and oral communication skills.
- Advanced PC skills including MS Office: Word, Excel, PowerPoint.
- Acute attention to detail.
Desirable
- Detailed understanding of the private equity secondaries market.
- Finance/investment banking background.
Investor Relations & Fundraising Project Manager employer: ZipRecruiter
Contact Detail:
ZipRecruiter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations & Fundraising Project Manager
✨Tip Number 1
Network with professionals in the private equity and fundraising sectors. Attend industry events, webinars, or local meetups to connect with individuals who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with Salesforce, as it’s a key tool for managing investor relationships. Consider taking an online course or tutorial to enhance your skills, which will make you stand out during the interview process.
✨Tip Number 3
Stay updated on the latest trends and news in the private equity secondaries market. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the field and our firm’s operations.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed projects or coordinated teams in previous roles. Highlighting your organisational skills and attention to detail will be crucial for this position.
We think you need these skills to ace Investor Relations & Fundraising Project Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private equity or related advisory roles. Emphasise your project management skills and any experience with investor relations or fundraising activities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the private equity secondaries market. Mention specific experiences that demonstrate your communication skills and attention to detail, as these are crucial for the role.
Highlight Technical Skills: Since advanced PC skills are essential, ensure you mention your proficiency in MS Office applications, particularly Excel for data analysis and reporting. Provide examples of how you've used these tools in previous roles.
Showcase Your Teamwork Abilities: The role requires collaboration across various departments and locations. Include examples in your application that illustrate your ability to work effectively in teams and liaise with different stakeholders.
How to prepare for a job interview at ZipRecruiter
✨Know Your Market
Familiarise yourself with the private equity secondaries market. Understand current trends, key players, and recent transactions. This knowledge will help you demonstrate your industry awareness and show that you're genuinely interested in the role.
✨Master Salesforce
Since you'll be taking ownership of the Salesforce database, make sure you have a good grasp of how it works. If possible, practice using Salesforce before the interview to discuss your experience confidently and highlight your ability to manage investor relationships effectively.
✨Showcase Communication Skills
As excellent communication skills are essential for this role, prepare examples of how you've successfully communicated complex information in the past. Be ready to discuss how you would ensure consistent messaging across various stakeholders.
✨Highlight Attention to Detail
Given the importance of detail in fundraising activities, prepare to discuss situations where your attention to detail made a significant impact. Bring examples of reports or projects where your meticulousness led to successful outcomes.
