Description
You will support and enhance the Business Development and Investor Relations (‘BD & IR’) function within the Private Equity (‘PE’) business. Acting as a key link between investment teams, distribution and clients. You will contribute to fundraising, product positioning, investor communication and client engagement for all PE products as well as operational matters pertaining to the PE business.
You will work closely with the Director responsible for BD & IR, and you will develop deep product expertise to ensure consistent, high-quality communication of investment strategies. This is an excellent opportunity to get involved in all areas of BD, IR and fundraising across the PE business supporting its continued growth.
How you'll spend your time...
1. Support global fundraising initiatives across private equity products and programmes
2. Assist with pipeline management, investor targeting and coordination with Distribution teams
3. Engage with and oversee placing agents
4. Contribute to new product development and launches
5. Support and attend client meetings, presentations and due diligence sessions
6. Build relationships with existing and prospective investors and consultants
7. Prepare and respond to ad hoc investor queries, Due Diligence Questionnaires and ongoing reporting requests
8. Maintain and manage data rooms and investor communications
9. Assist in developing and maintaining product positioning and messaging
10. Prepare and update marketing materials including:
o Presentations
o Executive Summaries
o Teasers
o Covering email templates
o Private Placement Memoranda
o Request For Proposal/Information responses
o Press releases
o Website
11. Ensure consistency and quality across all communications
12. Plan, coordinate and attend individual meetings and broader roadshows / marketing trips
13. Maintain Client Relationship Management systems (e.g. Salesforce) and other marketing tracking tools
14. Maintain and update Funds Under Management data
15. Regularly update consultant and industry databases
16. Review and update policy, procedure and guideline documents annually
17. Partner with Investment, Distribution, Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product colleagues
18. Support regulatory and operational processes (e.g. Anti-Money Laundering/Know Your Customer/Customer Due Diligence/Ongoing Due Diligence, Business Continuity Plan, Vendor Risk Assessment(s), Records Information Management, Business-T(s), Risk & Control Self-Assessment, Conflicts of Interest, Bank Holding Company Act/Volcker and Internal Audit(s))
19. Contribute to internal reporting and business processes
20. Monitor private equity market trends and competitor activity
21. Engage with industry bodies
22. Support internal education of Distribution teams and other departmental stakeholders
23. Contribute to investment and product-related materials where relevant
To be successful in this role you will have...
24. Client facing experience in fundraising or investor relations
25. Strong communication and interpersonal skills
26. High attention to detail and organisational ability
27. Analytical mindset and problem-solving capability
28. Self-starter with strong work ethic and ability to multi-task
29. Experience working with senior stakeholders
It would be great if you also had...
30. Understanding of alternatives, ideally private equity
31. Experience in private equity, asset management or related fields
32. Understanding of institutional, wholesale and retail investors as well as the associated reporting/regulatory requirements
33. Prior relevant experience
34. Professional qualification, e.g. CFA, CA, IMC or equivalent
Key Stakeholders
35. External clients, consultants, industry bodies and placing agents
36. Distribution / Client coverage teams
37. Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product teams
38. Private Equity Investment colleagues
39. Product Specialist leader
In Office Collaboration
We are a client-centric, relationship-baed business. Working together, in person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - client, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Full-Time/Part-Time
Full time
Worker Sub Type
Permanent
Job Family Group
Investment Management