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    Director, Fundraising - New York, United States - Equi

    Equi
    Equi New York, United States

    1 week ago

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    Description


    About EquiAt Equi, our mission is to bring people what we believe to be the most uncorrelated alternative investment opportunities.

    We have multiple fund of funds and focus on finding unidentified niche managers with $200M to $2B in AUM that have sustainable and differentiated investment strategies and the ability to generate enduring alpha.

    We believe that true balance in any portfolio cannot be achieved without uncorrelated alternative investments.

    Equi is empowering investors to steadily compound wealth, regardless of the volatile market environment, making the financial journey more predictable and stable.

    Balance your portfolio. Balance your life.

    Our ValuesOur culture is driven by the values we collectively share and live together:

    Repair the World :
    "Tikkun Olam," the Hebrew phrase for "repair the world," embodies our desire to leave the world a better place than we found it

    Lift Each Other Up :
    We set ego and pride aside and always act for the greater good of the team

    Be a Fiduciary :
    We always act in our customers' best interests, even if it means taking the harder path

    Candor as Kindness:
    We view candid feedback delivered with kindness and respect as a gift

    Demand Excellence :
    We hold ourselves and our partners to the highest standards in our relentless pursuit of excellence

    Execute with Urgency :
    We work with a sense of urgency, staying ahead of the curve for ourselves and for our investors.

    Position OverviewEqui is looking for a seasoned Investor Relations professional to report directly to the CEO and help craft and execute our process for investor prospecting, outreach, and acquisition.

    You will be largely running the day to day operations of the sales team and be one of the key assets needed to grow our LP base.

    You'll have a hand in content creation, attend conferences, communicate with existing investors, pitch new investors, and do everything necessary to raise capital and grow our AUM.

    This is a hunter role, you'll be creative in how you get in front of prospective investors, including pensions, insurance, family offices, RIAs, and/or private wealth management firms/platforms.

    This is not your first rodeo - you've likely worked in the hedge fund, family office or FinTech space before, and are familiar with advising RIAs, Family Offices, and/or HNW individuals on the purchase of alternative investment products (ie hedge funds, fund of funds, etc).

    You're interested in being part of a startup, and you know how to take an idea and work with others to transform it into reality.

    You're detail oriented, great at investor prospecting, and highly conscientious.

    You'll be expected to think critically, creatively, and "outside the box" as you work with others to build out Equi's sales process.

    Ideally, you're also familiar with best practices around email marketing and content.


    Own:

    what is this person singularly responsible for?Raise capital from a variety of RIAs, family offices, and other institutional investorsPartner with our Marketing and Investment teams, crafting and executing our process for investor prospecting and outreachWrite investor updates and ensure our communications go out on timeSet up scripts and schedules for cadenced investor contact to close AUMDevelop and manage investor relationshipsDrive the creation of investor outreach materials while ensuring the collateral is consistent with our existing marketing effortsTriage and answer questions related to our product and escalate to the Asset Management team where necessaryProactively guide investors through our on-boarding process and stay apprised of next steps, completing DDQs and other diligence steps as neededLiaise with Fund Operations team on all hand-off items and ensure all information is transferred in a timely fashionAssist: what will this person be involved in, or collaborating with other individuals + teams on?Partner with Marketing and Investment teams to create sales enablement collateral needed for investor prospecting and outreachPartner with Fund Operations on monthly performance reportingPartner with Fund Operations to ensure a smooth and timely hand-off of items related to the investment processPartner with Investment team to assist and arrange setting up investor calls and necessary follow-upsKnowledge: what experience does this person need to possess?5-8+ years of fundraising experience with a proven track record as the individual sourcing and signing on new investorsExperience selling to financial advisors and working with broker dealers is a big plusCFA or CAIA PreferredSeries 65 or 7, and Series 3 licenses preferred, but not requiredFundraising and investor relations experience with institutional allocators OR in-depth understanding of the positioning of private markets to the private wealth spaceExperience managing a CRM (Hubspot preferred) and sales pipelineStrong modeling skills and deep knowledge of Excel and PowerPoint, for sales enablement material creation and modificationKnowledge of, contacts in and an established reputation in the institutional allocator environmentStrong verbal communication and writing skills with in depth experience creating presentations, collateral, and leading sales callsLearn: what can they learn on the job?Deep knowledge of the alternative investments space needed to help sell current and new Equi productsBecome an expert on the Equi platform with the ability to guide investors through the platform and answer all questionsSpecifics of Equi's asset management strategyCollaboration with Sales and Marketing to create unique investor-facing sales materialsAdditional DetailsEqui offers competitive salaries and benefits, which include: Health insurance, including dental and vision plansA learning and work from home stipendFlexible holidays and a generous time off policyTo create a platform where all feel welcome, we want our workforce to reflect the diversity of the customers we seek to serve.

    We encourage everyone interested in our purpose to apply.

    We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people.

    In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records.


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