Analyst – Investor Relations & Institutional Business Development – AIF/PMS Hy: Tech & Consulting

The Corporate Institute; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a CFA Level I professional with 2-4 years of experience in financial services to support institutional sales, investor relations, and capital-raising activities. The candidate will engage with institutional investors, distributors and NBFC partners, and contribute to capital raising for AIF/PMS products.

You will prepare investor presentations, coordinate onboarding and due diligence, and help ensure regulatory compliance, with strong communication

Qualifications

• 2-5 years of experience in Financial Services, Private Wealth, Asset Management, or Alternative Investments.
• Exposure to AIF, PMS, Wealth Management, AMC, or NBFC products.
• CFA Level I or above is mandatory.
• Excellent communication and presentation skills.

Responsibilities

• Build and maintain relationships with institutional investors, distributors, IFAs, and channel partners.
• Support capital raising and investor engagement initiatives across AIF/PMS/NBFC products.
• Prepare investor presentations, pitch books, fund collaterals, and MIS reports.
• Coordinate with investors on onboarding, due diligence, documentation, and compliance.
• Track market trends, competitor funds, and investment opportunities.
• Maintain investor databases and provide regular updates on fundraising activities.
• Understand the regulatory and legal framework governing AIF, PMS, and NBFC products.

Skills

Investor relations

Capital raising

Presentation skills

Communication skills

Education

CFA Level I

Job description

Job Description: CFA Level 1 MANDATORY

Experience: 2-4 Years

Location: Mumbai (NO RELOCATION) WFO 5 days

Key Responsibilities:

• Build and maintain relationships with institutional investors, distributors, IFAs, and channel partners.
• Support capital raising and investor engagement initiatives across AIF/PMS/NBFC products.
• Prepare investor presentations, pitch books, fund collaterals, and MIS reports.
• Coordinate with investors on onboarding, due diligence, documentation, and compliance.
• Track market trends, competitor funds, and investment opportunities.
• Maintain investor databases and provide regular updates on fundraising activities.
• Understand the regulatory and legal framework governing AIF, PMS, and NBFC products.

Mandatory Requirements:

• 2-5 years of experience in Financial Services, Private Wealth, Asset Management, or Alternative Investments.
• Exposure to AIF, PMS, Wealth Management, AMC, or NBFC products.
• Strong understanding of institutional sales, investor relations, or capital raising.
• Good knowledge of SEBI regulations related to AIF/PMS/NBFC products.
• CFA Level I or above is mandatory.
• Excellent communication and presentation skills.