Investment Professional

1 week ago


Mumbai, Maharashtra, India beBeeFundraising Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Description

We seek a seasoned investment professional to lead capital raising initiatives for our Alternative Investment Fund (AIF) platform. The ideal candidate should have experience in fundraising, strong relationships with high net worth individuals and institutional investors, and a deep understanding of the AIF ecosystem.

Key Responsibilities:

  • Fund Raising & Investor Relations:
    • Develop and execute fundraising strategies for existing and new AIF schemes.
    • Identify and onboard potential investors including high net worth individuals, ultra-high net worth individuals, family offices, corporates, and institutional clients.
    • Build and manage a strong network of wealth managers, private bankers, investment advisors, and distributors.
    • Organize investor roadshows, webinars, and pitch meetings to present the fund's strategy and value proposition.
    • Regularly communicate fund performance, market outlook, and reports to investors.
  • Strategy & Product Development:
    • Provide strategic input for the design and structuring of AIF products based on investor appetite and regulatory guidelines.
    • Collaborate with investment, legal, and compliance teams to ensure successful fund launches and regulatory compliance.
    • Monitor competitor landscape and suggest positioning strategies for the fund.
  • Compliance & Reporting:
    • Ensure alignment with regulatory requirements and all legal compliances related to fund raising and investor onboarding.
Required Skills & Qualifications

Post Graduate degree in Finance, Business Administration, Economics, or related field (MBA/CFA preferred). 8-10 years of relevant experience in fundraising or investor relations, preferably in AIF, PMS, PE, or AMC sector. Deep understanding of regulatory guidelines, AIF structures, and investment products. Excellent communication, interpersonal, and presentation skills. Strong network within the HNI/UHNI/Institutional investor community.

Preferred Skills:

  • Strong understanding of SEBI regulations and AIF ecosystem.
  • Experience in working with high net worth individuals, ultra-high net worth individuals, family offices, corporates, and institutional clients.
  • Ability to build and manage strong networks with wealth managers, private bankers, investment advisors, and distributors.


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