The individual will be responsible for supporting the fundraising across all the products in
close coordination with the investment professionals, client businesses and executives
within the business. The individual will be responsible for supporting the sales and
engagement strategy as directed by the senior management, maintaining key client and
prospect relationships to grow our assets under management across both AIF and PMS
Key Responsibilities / Duties
Develop an understanding of the existing business (including products/services,
customers, competitors, the overall market and trends) through careful research
and analysis of business.
Understand how major stakeholders are thinking about the company’s
direction, generally and in reference to specific initiatives, through interviews
with these stakeholders
Help in refining the company’s sales forecasting model and pitch deck, as needed
Develop accurate benchmarks to guide in the projections
Work alongside the team to define the pitch used in investor meetings; practice
the pitch and help the management team pre-empt investor questions
Pressure-test every aspect of the client’s business ahead of fundraising meetings
Execute the sales campaign strategy. Serve as a point of contact and coordination
between the company and potential clients’ representatives
Actively supporting the existing relationship managers’ sales efforts with clients
Initiate education and sales activity with investors not currently engaged in
alternatives discussions with company
Build robust and lasting sales dialogues with clients and being accountable for
significant asset growth
Manage key client relationships at a senior level to raise fund commitments and help
senior management in designing customized strategies
Work with distribution partners to drive new business opportunities
4 to 5 years of experience in handling the Sales/Business development/Fundraising in
Allied industries (Wealth Management / PMS / AIF)
Bachelor’s degree in finance, operations, research, statistics, math, economics, or
related analytical discipline preferred. Masters / MBA will be a plus.
Financial management experience with planning, forecasting, and business analysis
Advanced Excel proficiency & practical experience of using Excel for building and
maintaining financial models
Strong understanding of the asset management sales process as it relates to
institutional and or wealth investors. (Track record of successful selling to public and
corporate pension plans, foundations & endowments, wealth channels, and financial
institutions highly beneficial).
Proven sales background – track record of building strong client relationships and
being viewed as a ‘trusted advisor’.
Ability to drive results in an autonomous working environment and in close
collaboration with colleagues within and across business units.
Capacity to move effectively and efficiently between engaging with investors,
relationship managers and product managers to provide value added perspective and
Strong communication skills – ability to clearly and concisely articulate product and
platform characteristics to sophisticated investors both in written work and
presentations to large and small audiences.
Passion for the financial markets and alternatives asset class.