Investor Relations & Fundraising Professional

Position Overview

Finaventures, a 25-year venture firm, is looking for a seasoned Investor Relations & Fundraising Professional to report directly to the Managing Director and help craft and execute our process for investor prospecting, outreach, and acquisition. You will be largely running the day to day fundraising efforts and be one of the key assets needed to grow our LP base. 

You'll have a hand in content creation, 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 institutional investors, 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 VC/PE space before, and are familiar with advising RIAs, Family Offices, and/or HNW individuals on the purchase of alternative investment products (ie middle market PE, credit funds, fund of funds, etc). 

You’re interested in being part of a smaller firm, have strategic and tactical input, and you know how to take an idea and 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 Finaventures’ fundraising 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
• 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 Management team where necessary
• Proactively guide investors through our on-boarding process and stay apprised of next steps
• 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 Investment team to create sales enablement collateral needed for investor prospecting and outreach
• Partner with Fund Operations on quarterly 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 a plus, but not required
• 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 fundraising 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 Finaventures fund products
• Become an expert on the Finaventures investment ecosystem with the ability to guide investors and answer all questions

Finaventures offers competitive salaries and benefits, which include: 

• Health insurance, including dental and vision plans 
• 401k

We are a small firm where all feel welcome. We want our teammates to reflect the diversity of the investors 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. 

Background Check and impeccable references required.

Job hoppers, Please refrain from applying.

We are a stable firm looking for committed professionals.

Exact compensation may vary based on skills, experience, and location.

Base salary

$150,000/yr - $250,000/yr

Additional compensation types

Bonus, Stock options, Commission