Institutional Fundraising Lead
Point Digital FinanceHome Equity company
United StatesSenior
Andreessen Horowitz
Ribbit Capital
Bloomberg Beta
Atalaya Capital Management
Prudential Financial
Westcap
Sales & Account Management
About the role
TL;DR
Build and maintain relationships with investors to enhance fundraising efforts.
- •In this role, you will build and maintain strong relationships with investors across family offices, endowments and foundations, and pension groups.
- •You’ll create clear, compelling investor materials, including case studies and diligence responses, and share regular updates on pipeline progress, industry trends, and the broader capital-raising environment.
- •Key Responsibilities Collaborate closely with senior team members to enhance and diversify the investor base.
- •Organize and actively participate in calls, meetings, and events with existing and potential clients.
- •Utilize the firm’s CRM system to track and manage outreach activity effectively.
- •Maintain and update the quarterly sales plan and regularly monitor and report on fundraising goals.
- •Provide regular updates to senior management on activity, pipeline, and feedback related to products and fundraising efforts.
- •Requirements Brings 2+ years of experience in a client-facing financial services or investor-focused role, with comfort operating in a fast-paced environment.
- •Demonstrates strong relationship-building skills and engages effectively with investors through meetings, calls, and events.
- •Possesses excellent verbal and written communication abilities, with the capability to produce clear, compelling presentations and investor materials.
- •Offers solid financial and analytical acumen, including familiarity with financial reporting, valuation concepts, market research, and the broader capital markets and institutional investment landscape.
- •Maintains strong organization and attention to detail, ensuring accuracy across communications, reports, and investor documentation while managing multiple priorities.
- •Collaborates effectively with cross-functional partners in finance, legal, ma
Domain expertise
fintech