
Unified Vision Capital
4 weeks ago
We are seeking a motivated and detail-oriented Analyst to join our investments and fundraising team. The role requires strong research and analytical skills, excellent communication and presentation capabilities, and the ability to engage with investors across global family offices, UHNIs, and financial institutions. The ideal candidate should also be comfortable working with leading financial databases and preparing high-quality investor materials.
Key Responsibilities:
Research & Analysis
- Conduct in-depth research on global family offices, UHNIs, and institutional investors to identify potential fundraising opportunities.
- Track market trends, investment themes, and regulatory developments across asset classes
- Build investor profiles and maintain detailed intelligence reports on target investors.
- Leverage databases (Bloomberg, Preqin, PitchBook, CapitalIQ, etc.) for research and analytics.
Investor Relations & Networking
- Support investor outreach, engagement, and relationship management across HNIs, family offices, and institutions.
- Maintain investor databases and track engagement status.
- Assist in coordinating and organizing investor meetings, roadshows, and events.
Presentations & Reporting
- Prepare investor presentations, pitch books, and fund marketing collateral.
- Draft investment notes, briefing reports, and performance updates for internal and external stakeholders.
- Support fundraising progress reporting and pipeline dashboards.
Business Support
- Assist in evaluating and tracking new investment opportunities.
- Coordinate with internal teams to support due diligence, reporting, and investor queries.
- Contribute to thought leadership and market insights for external communication.
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