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AIF Strategist

3 weeks ago


Chennai, Tamil Nadu, India beBeeStrategy Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
AIF Strategy Role

About the Position

We are seeking an ambitious, detail-driven professional to join our AIF team. This role will collaborate closely with fund leadership to develop and execute comprehensive strategies and operations.

Key Responsibilities:

  • Fund Structuring & Documentation:
    - Support leadership in crafting fund terms and preparing key legal and operational documents.
    - Collaborate with internal and external counsel to ensure regulatory compliance.
    - Maintain up-to-date versions of Private Placement Memorandum (PPM), subscription agreements, and other critical fund documentation.
  • Investor Engagement & Onboarding:
    - Coordinate and prepare investor-facing materials, including pitch decks, investment proposals, term sheets, and information memos.
    - Manage and update the investor CRM, track the pipeline, and ensure timely follow-up and communication with prospects.
    - Handle the onboarding process for new investors, ensuring a seamless experience and compliance with KYC and regulatory requirements.
  • Operational Management:
    - Maintain the operational knowledge base and standard operating procedures for AIF activities.
    - Track and report Go-to-Market (GTM) activities, investor engagement metrics, and fund performance updates.
    - Liaise with internal departments and external vendors to ensure deadlines and deliverables are met.
    - Assist in developing internal systems and processes that enhance efficiency, reduce errors, and improve investor coordination.

Required Skills and Qualifications:

  • Experience: 2-4 years in AIF operations, family offices, structured finance, investment banking, or fund administration.
  • Technical Skills:
    - Strong proficiency in Excel for building and managing financial models.
    - Ability to create clear, investor-ready proposals and presentations.
    - Familiarity with CRM tools for pipeline management.
  • Regulatory Knowledge:
    - Understanding of SEBI's AIF guidelines and fund compliance requirements (preferred).
  • Soft Skills:
    - Exceptional communication, stakeholder management, and problem-solving skills.

This is an exciting opportunity to work in a dynamic environment and contribute to the success of our organization. If you are a motivated and detail-oriented individual looking for a challenging role, please consider applying.