Maintain a comprehensive CRM database of current and prospective LPs including detailed profiles of investment preferences, sector/geographic focus, interaction history.
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Segment investor base to align outreach strategies with LP interests and generate internal reports on pipeline progress.
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Track outreach & fundraising pipeline stages, including recording meeting notes, follow-up actions and next steps to ensure continuity in investor engagement.
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Prepare and distribute quarterly and annual LP reports, portfolio updates and market insights.
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Gather and synthesize investor sentiment; monitor competitor positioning and LP allocation trends; surface market intelligence to refine fundraising priorities, messaging, and materials.
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Frequent senior‑stakeholder and institutional LP interaction.
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Coordinate investor communications such as update calls, webcasts, and AGMs.
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Serve as the primary contact for LP inquiries and manage side letters and custom reporting in collaboration with finance & legal teams.
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Support capital raising by identifying and engaging prospective LPs, coordinating roadshows & investor meetings and managing due diligence processes including data rooms and DDQs.
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Oversee onboarding, subscription documentation and capital call communications in partnership with fund administrators.
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Create and maintain investor-facing materials including pitch decks, PPMs, teasers, and performance summaries.
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Prepare tailored meeting briefs, agendas, and follow-ups, ensuring consistency, accuracy, and alignment with the firm’s brand and strategy.
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Foster long-term LP relationships through personalized engagement and support.
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Plan and execute investor events such as AGM, LP summits and advisory board meetings, including logistics, content development, and post-event follow-up.
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Gather and relay investor sentiment and market intelligence to senior leadership.
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Contribute to IR strategy development and monitor industry trends, competitor positioning and LP allocation behavior to inform internal messaging and fundraising strategy.
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Lead ESG-related communications and reporting aligned with frameworks like UN PRI and GRI.
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Ensure investor materials and outreach comply with regulatory standards and coordinate with legal and compliance teams on updates.
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Leverage CRM platforms, investor portals, and digital tools (e.g. Webinars, virtual data rooms, analytics) to enhance investor experience, streamline reporting and personalize outreach.
Requirements
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Bachelor’s degree or above in Finance, Business, Economics or related field.
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Minimum 3 years of relevant experience in investor relations, fundraising or client-facing role within VC, PE or related alternatives.
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Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial reporting and investor communications.
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Proficient in Excel, PowerPoint and CRM platforms (e.g. Salesforce, Dynamo).
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Strong project management skills.
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Experience across both VC and PE environments.
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Knowledge of ESG frameworks and digital investor engagement tools.
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Strategic mindset, global exposure and a continuous learning approach.
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Excellent verbal and written communication skills.
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Licensing: SIE and Series 7 and Series 66; if not held, must obtain within 90 days of hire.
Benefits
Salary Range
$80,000-$125,000
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