- Expand and execute on fundraising efforts for financial institutions investment strategies.
- Raise capital from a diverse set of investors including foundations, family offices, and HNWIs.
- Prepare pitch decks, teasers, and due diligence materials.
- Manage all stages of the sales cycle from initial targeting to closing.
- Represent the firm at industry conferences such as GIIN, SOCAP, and UN Climate Week.
- Maintain investor and prospect records in Salesforce.
- Provide insights into investor behavior and trends to influence product strategy.