Capital Raising Director

5 days ago


Irvine, California, United States Jobot Full time
Capital Raising & Investor Relations Director

We are seeking a highly skilled and experienced Capital Raising & Investor Relations Director to spearhead our capital raising activities. The successful candidate will be responsible for targeting capital from family offices, high net worth individuals, independent or broker/dealer registered investment advisors, and others.

About the Role

The Capital Raising & Investor Relations Director will have the unique opportunity to set up and establish this new division within our company. This entails total responsibility and oversight of this divisional function within the company. Critical to this role is a solid understanding of finance, portfolio theory, a strong network of funding sources, and a demonstrated track record of raising capital for investment.

Key Responsibilities
  • Raise capital for one-off investments and funds
  • Develop and maintain relationships with high net worth individuals, family offices, and registered investment advisors
  • Oversee investor relations, investor onboarding, and investor reporting
  • Design and implement investor reporting systems and administer controls over those systems
  • Develop policies and procedures for investor reporting
Requirements
  • Demonstrated ability to raise capital for one-off investments and funds
  • Understanding of portfolio theory and finance
  • Deep contacts within the high net worth, family office, and RIA investor base
  • Strong organizational skills and ability to work on multiple projects simultaneously
  • Excellent communication and people skills
  • Strong knowledge of regulatory requirements and industry standards

We offer a competitive salary and benefits package, including a 401k match and 4 weeks PTO. If you are a motivated and experienced professional looking for a new challenge, please apply now.



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