Investor Relations - Fundraising

Korn Ferry; West Palm Beach (FL); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Korn Ferry partnered with our client to recruit an Investor Relations professional focused on fundraising. The role supports the Fundraising team, coordinates investor meetings, and develops materials for prospective and current investors.

The ideal candidate has 3–8 years in investor relations or related fields, with strong financial skills and the ability to work across investment, legal, finance, and compliance teams in a fast-paced environment.

Formación

• 3–8 years in IR, fundraising, private markets; FINRA Series 7 & 63 preferred.
• Bachelor's degree in Finance, Economics, Business, or Accounting.
• 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 attention to detail and ability to multitask.
• Experience across investment, finance, legal, compliance, and operations teams.
• Experience with CRM, IR, fundraising, or portfolio-monitoring systems is a plus.

Responsabilidades

• Directly support Fundraising across ongoing and prospective fundraises, investor meetings, and marketing initiatives.
• Develop and maintain fundraising materials (pitch books, investor presentations, RFPs/RFIs, DDQs).
• Prepare investor meeting materials, talking points, agendas, and follow-up communications.
• Coordinate responses to investor DDQs with cross-functional teams.
• Maintain investor databases, fundraising pipelines, and activity tracking.
• Research prospective investors (institutions, family offices, consultants).
• Track fundraising activity, engagement, and market intelligence.
• Assist senior team with relationships with existing and prospective investors.
• Help with conferences, annual meetings, events, roadshows, and related activities.
• Ensure consistent messaging about investment strategies and firm information.
• Monitor industry trends and competitor fundraising activity.

Conocimientos

Investor relations

Fundraising

Private equity

Private credit

Alternative investments

Asset management

CRM software

Educación

Bachelor's degree in Finance/Economics/Business/Accounting

Herramientas

CRM systems

Descripción del empleo

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