Jobs
>
New York City

    Director, Fundraising - New York, United States - Equi

    Equi
    Equi New York, United States

    3 weeks ago

    Default job background
    Description
    About Equi

    At 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 Values

    Our 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 Overview

    Equi 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 investors
    • Partner with our Marketing and Investment teams, crafting and executing our process for investor prospecting and outreach
    • Write investor updates and ensure our communications go out on time
    • Set up scripts and schedules for cadenced investor contact to close AUM
    • Develop and manage investor relationships
    • Drive the creation of investor outreach materials while ensuring the collateral is consistent with our existing marketing efforts
    • Triage and answer questions related to our product and escalate to the Asset Management team where necessary
    • Proactively guide investors through our on-boarding process and stay apprised of next steps, completing DDQs and other diligence steps as needed
    • Liaise with Fund Operations team on all hand-off items and ensure all information is transferred in a timely fashion
    Assist: 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 outreach
    • Partner with Fund Operations on monthly performance reporting
    • Partner with Fund Operations to ensure a smooth and timely hand-off of items related to the investment process
    • Partner with Investment team to assist and arrange setting up investor calls and necessary follow-ups
    Knowledge: 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 investors
    • Experience selling to financial advisors and working with broker dealers is a big plus
    • CFA or CAIA Preferred
    • Series 65 or 7, and Series 3 licenses preferred, but not required
    • Fundraising and investor relations experience with institutional allocators OR in-depth understanding of the positioning of private markets to the private wealth space
    • Experience managing a CRM (Hubspot preferred) and sales pipeline
    • Strong modeling skills and deep knowledge of Excel and PowerPoint, for sales enablement material creation and modification
    • Knowledge of, contacts in and an established reputation in the institutional allocator environment
    • Strong verbal communication and writing skills with in depth experience creating presentations, collateral, and leading sales calls
    Learn: what can they learn on the job?
    • Deep knowledge of the alternative investments space needed to help sell current and new Equi products
    • Become an expert on the Equi platform with the ability to guide investors through the platform and answer all questions
    • Specifics of Equi's asset management strategy
    • Collaboration with Sales and Marketing to create unique investor-facing sales materials
    Additional Details

    Equi offers competitive salaries and benefits, which include:
    • Health insurance, including dental and vision plans
    • A learning and work from home stipend
    • Flexible holidays and a generous time off policy
    To 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.
  • Green Key Resources

    Director of Fundraising

    2 weeks ago

    Green Key Resources New York, United States

    Job Description · Job DescriptionOur client a large NYC based non-profit organization is looking to add a Director of Fundraising to their growing and thriving team. This is a direct hire, hybrid position (3 days per week onsite). PLEASE DO NOT APPLY IF YOU CANNOT WORK IN MANHATT ...

  • Equi

    Director, Fundraising

    2 weeks ago

    Equi New York, United States

    Job Description · Job DescriptionAbout 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 ...

  • JDC

    Director, Fundraising Operations

    1 week ago

    JDC New York, United States Full time

    JDC has an exciting opportunity for an operations professional who wants to help the Resource Development (RD) team take their operations to the next level in this brand-new position. The Director, Fundraising Operations (also known as Director, Resource Development Operations) s ...

  • New York University

    Associate Director, Bronfman Center Fundraising

    3 weeks ago

    New York University New York, United States

    Position Summary: · NYU's Global Programs & University Life organization is committed to being a welcoming campus community that reflects and enacts the values of inclusion, diversity, belonging, equity and accessibility that inform academic excellence. Employees in this organiza ...

  • UP Fundraising

    Director of Fundraising Operations

    2 weeks ago

    UP Fundraising New York, United States

    Job Description · Job DescriptionDirector of Fundraising Operations Do you have the experience to start leading from the top? Are you ready for the next step up to leading and building cross-market teams? · If you have at least two years of experience in face-to-face fundraising, ...

  • Blue State

    Strategy Director, Fundraising

    1 week ago

    Blue State New York, United States

    Job Description · Job DescriptionInterested in joining Blue State's Strategy Team? Submit your application here to ensure you're first in line for future opportunities. Please note: this is not an active job posting, but your expression of interest matters to us. While interviews ...

  • Equi

    Director, Fundraising

    2 weeks ago

    Equi New York, United States

    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 in ...

  • Friends of the Israel Defense Forces

    Director, Finance Services Fundraising

    2 weeks ago

    Friends of the Israel Defense Forces New York, United States

    Job Description · Job Description* Experience raising funds from the New York Financial Services community required* · Friends of the Israel Defense Forces (FIDF) is a humanitarian nonprofit that provides life-changing support for the courageous young men and women of the Israel ...

  • EqualSpace Sharespace & Incubator

    Director of Fundraising

    2 weeks ago

    EqualSpace Sharespace & Incubator Newark, United States

    DefinedTalent is a partner of Equal Space LLC that serves as an incubator for diverse voices, ideas, and perspectives. They believe that true innovation thrives in an inclusive environment where every voice from every background is celebrated and seen. They are a community that p ...

  • EqualSpace Sharespace & Incubator

    Director of Fundraising

    2 weeks ago

    EqualSpace Sharespace & Incubator Newark, United States

    DefinedTalent is a partner of Equal Space LLC that serves as an incubator for diverse voices, ideas, and perspectives. They believe that true innovation thrives in an inclusive environment where every voice from every background is celebrated and seen. They are a community that p ...

  • Blue State

    Strategy Director, Fundraising

    2 weeks ago

    Blue State New York, United States

    Job Description · Job DescriptionInterested in joining Blue State's Strategy Team? Submit your application here to ensure you're first in line for future opportunities. Please note: this is not an active job posting, but your expression of interest matters to us. While interviews ...

  • EqualSpace Sharespace & Incubator

    Director of Fundraising

    3 weeks ago

    EqualSpace Sharespace & Incubator Newark, United States

    DefinedTalent is a partner of Equal Space LLC that serves as an incubator for diverse voices, ideas, and perspectives. They believe that true innovation thrives in an inclusive environment where every voice from every background is celebrated and seen. They are a community that p ...

  • International Rescue Committee

    TTA - Associate Director, Fundraising Cluster

    3 weeks ago

    International Rescue Committee New York, United States

    Before you start, please review the Temporary Transfer Assignment Guidelines on RescueNet to make sure you qualify to applyTitle: TTA - Associate Director, Fundraising ClusterSector: Program AdministrationLocation: New York, NY HQ USAStart Date: April, 2024Duration: 6 MonthsScope ...

  • New York University

    Associate Director, Bronfman Center Fundraising

    4 weeks ago

    New York University New York, United States

    Associate Director, Bronfman Center Fundraising · US-NY-New York · Job ID: · Type: Student Affairs (WS1705) · # of Openings: 1 · Category: Development/Sponsored Research/Grant Writing · New York University · Overview · NYU's Global Programs & University Life organization is comm ...

  • New York University

    Associate Director, Bronfman Center Fundraising

    2 weeks ago

    New York University New York, United States

    Position Summary · NYU's Global Programs & University Life organization is committed to being a welcoming campus community that reflects and enacts the values of inclusion, diversity, belonging, equity and accessibility that inform academic excellence. Employees in this organizat ...

  • NYU Rory Meyers College of Nursing

    Associate Director, Bronfman Center Fundraising

    3 weeks ago

    NYU Rory Meyers College of Nursing New York, United States

    Position Summary · NYU's Global Programs & University Life organization is committed to being a welcoming campus community that reflects and enacts the values of inclusion, diversity, belonging, equity and accessibility that inform academic excellence. Employees in this organizat ...

  • The New York Public Library

    Director, Schomburg Centennial Fundraising

    2 weeks ago

    The New York Public Library New York, United States

    OverviewThe New York Public Library is seeking to hire a dynamic and seasoned development professional to serve as the Director of Schomburg Centennial Fundraising. The Director of Schomburg Centennial Fundraising will actively drive the fundraising goals for the Schomburg Center ...

  • The New York Public Library

    Director, Schomburg Centennial Fundraising

    3 weeks ago

    The New York Public Library New York, United States

    Job Description · Job DescriptionDescriptionOverview · The New York Public Library is seeking to hire a dynamic and seasoned development professional to serve as the Director of Schomburg Centennial Fundraising. The Director of Schomburg Centennial Fundraising will actively drive ...

  • Blue State

    Creative Director, Fundraising and Mobilization

    1 week ago

    Blue State New York, United States

    Job Description · Job DescriptionInterested in joining Blue State's Creative Director team? Submit your application here to ensure you're first in line for future opportunities. Please note: this isn't an active search, but your expression of interest matters to us. While intervi ...

  • African Conservation Foundation

    Remote Fundraising Consultant/Director

    4 weeks ago

    African Conservation Foundation New York City, United States Full time

    ACCF is partnering with Searching for Good to identify · a · REMOTE FUNDRAISING · CONSULTANT/DIRECTOR OF DEVELOPMENT · The ideal candidate for this mostly remote role (travel · will be required) will be based on the East Coast, have global · fundraising experience, preferably in ...