responsibilities:
investor onboarding: lead efforts to attract and onboard new investors, ensuring a seamless and positive experience from initial contact through to investment.
market research: conduct comprehensive market research to identify potential investors and assess their investment needs and preferences.
relationship management: build and maintain strong relationships with current and prospective investors, providing them with regular updates on investment opportunities and performance.
strategic partnerships: develop and nurture strategic partnerships with industry professionals, financial advisors, and other key stakeholders to expand the firm's investor network.
sales and marketing: collaborate with the marketing team to create compelling sales and marketing materials, including presentations, brochures, and digital content, to attract and retain investors.
event management: plan and execute investor events, webinars, and meetings to showcase the firms investment opportunities and foster investor engagement.
reporting and analytics: track and report on key performance metrics related to investor acquisition and retention, providing insights and recommendations for continuous improvement.
compliance: ensure all investor onboarding processes and communications comply with regulatory requirements and internal policies.