Director, Capital Raising

Artisan Corporation; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading investment firm in Toronto seeks a Director of Capital Raising. The ideal candidate will have experience building relationships with institutional clients, strong business development and communication skills. This full-time, onsite role requires over 5 years in investment sales, preferably with a CAIA or CFA designation. The firm specializes in alternative investments across various markets.

Qualifications

• Proven track record with institutional clients.
• In-depth understanding of investment challenges.
• Strong knowledge of alternative investment strategies.

Responsibilities

• Build lasting relationships with investors.
• Prepare and present investment products.
• Monitor market trends for new opportunities.

Skills

Relationship building

Business development

Communication skills

Interpersonal skills

Education

Relevant undergraduate degree

CAIA and/or CFA

Over 5 years industry experience

Job description

Overview

Artisan Corporation is a privately-owned, hyper-growth real estate investment firm with a track record of acquiring more than $900 million in assets throughout Canada. The Toronto-based company is dedicated to providing exceptional returns to its investors and stakeholders through a thoughtful approach to investing in and financing prime multi-family, commercial, and seniors-care real estate throughout Ontario and other strategic markets.

About the Position

Artisan is looking to add to its team a Director, Capital Raising to help lead, grow and manage the business.

Key Responsibilities

• Building successful and lasting relationships and generating sales opportunities with private and institutional investors.
• Identify prospects independently.
• Actively contact prospects to establish relationships, assess client / portfolio needs.
• Prepare and present investment products to key decision makers. Presentations could be structured as RFPs, investment reviews, etc.
• Create marketing events to increase awareness of the Artisan's brand and increase the firm and product profile within the institutional client space.
• Develop sales strategy and business planning process for the institutional sales channel.
• Once clients are established complete regular client follow up meetings to evaluate progress, manage investment review process, achievement of investment targets / metrics, and service excellence.
• Understand clients’ needs, advise and structure investment solutions for them.
• Formulate business strategies in developing new clients and maintaining existing relationships.
• Work closely with different departments to contribute product development and marketing strategy.
• Monitor market trend and landscape to identify potential opportunities.

Qualifications

• Track record of building and maintaining relationships with institutional clients.
• Strong business development orientation with the ability to collaborate effectively to achieve targets.
• In-depth understanding of the challenges facing institutional clients, including pension plans, endowments and foundations, and family offices.
• Strong written and verbal communication abilities.
• Excellent interpersonal and relationship-building skills.

Education & Qualifications

• A relevant undergraduate degree and professional qualifications.
• CAIA and / or CFA designation is preferred.
• Over 5 years of industry experience in an investment sales capacity.
• Significant experience in asset management or investment consulting is essential.
• Strong knowledge of alternative investment strategies is desirable.
• Established relationships with a wide range of institutional clients, particularly in private market strategies (e.g., Real Estate, Private Credit, Infrastructure, Private Equity), is highly desirable.

This position is based out of the Toronto office and is an onsite role.

Seniority level

• Mid-Senior level

Employment type

• Full-time