Investor Relations - Fundraising

Korn Ferry; West Palm Beach (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Korn Ferry has partnered with a client on an Investor Relations - Fundraising role in the United States. The position supports the fundraising team, prepares investor materials, and coordinates due diligence with internal stakeholders to drive investor engagement and the firm’s outreach strategies.

The ideal candidate will be highly analytical, detail-oriented, and comfortable in a fast-paced, relationship-driven environment.

Qualifications

• 3–8 years of relevant experience in investor relations, fundraising, private equity, or related financial services.
• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field.
• Strong understanding of financial markets and private markets investment strategies.
• Excellent financial analysis, research, and presentation skills.
• Strong written and verbal communication with institutional investors and senior stakeholders.
• Highly organized with exceptional attention to detail and ability to manage multiple priorities.

Responsibilities

• Directly support the Fundraising team across ongoing and prospective fundraise processes, including preparation for investor meetings and due diligence requests.
• Assist with development and maintenance of fundraising materials, including pitch books and investor presentations.
• Support preparation of investor meeting materials, talking points, agendas, and follow-up communications.
• Coordinate and respond to investor due diligence requests with cross-functional teams.
• Maintain and enhance investor databases, fundraising pipelines, contact records, and activity tracking.
• Conduct research and analysis on prospective investors including institutional investors and family offices.
• Track fundraising activity, investor engagement, pipeline progression, and market intelligence.
• Support senior team members in managing relationships with existing and prospective investors.
• Assist with conferences, roadshows, and other fundraising-related activities.
• Partner with internal stakeholders to ensure consistent messaging of investment strategies and firm information.
• Monitor industry trends and developments across private markets.

Skills

Analytical

Financial analysis

Research skills

Presentation skills

Written & verbal communication

Organized & detail-oriented

Education

Bachelor's degree in Finance / Economics / Business

Tools

CRM systems

Job description

Job Description

Korn Ferry has partnered with our client on their search for a role, Investor Relations - Fundraising.

Position Overview

A leading alternative investment firm is seeking an Investor Relations professional to join its Investor Relations team and provide direct support to the firm's fundraising efforts. This role will work closely with senior members of the Fundraising team, investment professionals, and internal stakeholders to support investor engagement, fundraising initiatives, and the firm’s broader investor relations strategy.

The ideal candidate is highly analytical, detail-oriented, commercially minded, and comfortable working in a fast-paced, relationship-driven environment. The role is well suited for an individual with experience in private equity, private credit, alternative investments, investment banking, asset management, investor relations, or fundraising.

Key Responsibilities

• Directly support the Fundraising team across ongoing and prospective fundraise processes, including preparation for investor meetings, due diligence requests, and marketing initiatives.
• Assist with the development and maintenance of fundraising materials, including pitch books, investor presentations, RFP/RFI responses, due diligence questionnaires, and other investor-facing materials.
• Support the preparation of investor meeting materials, talking points, agendas, and follow-up communications.
• Coordinate and respond to investor due diligence requests, working closely with investment, legal, finance, compliance, and operations teams to ensure accurate and timely responses.
• Maintain and enhance investor databases, fundraising pipelines, contact records, and activity tracking.
• Conduct research and analysis on prospective investors, including institutional investors, family offices, consultants, and other capital sources.
• Track fundraising activity, investor engagement, pipeline progression, and relevant market intelligence.
• Support senior team members in managing relationships with existing and prospective investors.
• Assist with preparation for conferences, annual meetings, investor events, roadshows, and other fundraising-related activities.
• Partner with internal stakeholders to ensure consistent messaging and accurate representation of investment strategies, performance, and firm-level information.
• Help monitor industry trends, competitor fundraising activity, investor preferences, and developments across the private markets landscape.

Qualifications

• 3-8 years of relevant experience in investor relations, fundraising, private equity, private credit, alternative investments, asset management, investment banking, or a related financial services environment. FINRA Series 7 and Series 63 licenses preferred.
• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field.
• Strong understanding of financial markets and private markets investment strategies.
• Excellent financial analysis, research, and presentation skills.
• Strong written and verbal communication skills with the ability to interact professionally with institutional investors and senior internal stakeholders.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
• Demonstrated ability to work collaboratively across investment, finance, legal, compliance, and operations teams.
• Comfortable handling confidential and highly sensitive investor and firm information.
• Experience with CRM, investor relations, fundraising, or portfolio-monitoring systems is a plus