- Engage with prospective investors through outreach, scheduling meetings, and conducting in-person or virtual conferences.
- Prepare due diligence materials, presentations, and assist with ad hoc requests from investors related to their potential or existing investment in the fund(s).
- Organizing and tracking investor related information relevant for the fundraising process and investor relations.
- Assist in developing and implementing various marketing strategies, materials, pitch decks, presentations, email campaigns, and thought leadership pieces.
- Develop, coordinate, and implement strategic capital raising initiatives.
- Address information requests from existing investors and maintain strong client relationships through regular communication.
- Attend capital markets and investor conferences, participate in road shows as required, including periodic domestic and international travel.
- Provide regular reporting to the CEO with regards to the progress of capital raising initiatives and investor pipeline.
- Coordinate between various departments within the organization to collect information pertinent to capital raising initiatives and marketing.
- Work closely with other capital markets team members to ensure that goals and milestones are being met.
- 6-10 years of experience in capital markets or investor relations within private equity, venture capital, private debt, hedge funds, investment banking, institutional asset management or a broker-dealer.
- Comfortable with phone-based outreach and outbound marketing efforts.
- Exceptional multitasking skills, process-oriented, and adept at managing complex situations.
- Exceptional organizational skills.
- Familiarity with common CRM platforms such as Salesforce or Pipedrive is a plus, but not required.
- Strong communication skills, both written and oral.
- Outstanding networking skills.
- Should possess a fair amount of financial acumen, with a thorough understanding of financial markets and types of investment strategies. Private debt or fixed income experience is highly desired.
- Is resourceful and a self-starter, someone who is not afraid to roll up their sleeves.
- Has familiarity with SEC regulations as it pertains to investment advisors and private funds.
- Intermediate proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
- Resides in the Phoenix-Scottsdale metro area or is willing to relocate.
- Financial Services
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Managing Director - Scottsdale, United States - Pravati Capital LLC
Description
Pravati Capital is seeking to hire a LOCAL Managing Director to join our capital markets team. This role offers a unique opportunity to work with a growing fund manager in a highly senior and pivotal role. This position will involve direct interaction with both prospective and current investors, demanding the highest standards of professionalism and client service. The role requires significant engagement with investors through calls, meetings, presentations, and pitches. Ideal candidates will possess a thorough understanding of private market funds, regulations as it comes to private investment funds, and have experience working directly with high-net-worth individuals, family offices, and institutional investors. Though not required, experience working in capital markets for an investment fund deploying a private debt strategy is a strong plus. This position will report directly to the CEO.
Key Responsibilities:
Qualifications:
Industry
Employment Type
Full-time