Investment Relations Director, Capital Raising

4 weeks ago

Irvine, California, United States Kairos Investment Management Company Full time

About the Role:

Kairos Investment Management Company is a leading real estate private equity firm that focuses on value-based investments in the lower middle market with a long-term orientation and often a contrarian approach.

As of March 31, 2024, the Kairos team has successfully transacted on $4.2 billion of real estate, including over 25,000 multifamily units and 23 million square feet of commercial property nationwide.

Job Summary:

Kairos Investment Management Company is seeking an experienced Investor Relations Director, Capital Raising to join our Investor Relations Business Development Team.

The ideal candidate will be responsible for strategizing and fundraising from Registered Investment Advisors (RIAs) across the country, as well as Ultra High Net Worth (UHNW) clients and large Family Offices.

This role requires a highly driven individual with a charismatic and likeable personality, excellent organizational skills, and the ability to develop strong personal trusting relationships.

The Investor Relations Director, Capital Raising will report directly to the executive team.

Key Responsibilities:

  • Support directly and indirectly fundraising and relationship management
  • Develop, successfully manage and execute a productive capital raising process focused on RIAs and UHNW clients
  • Foster existing and new relationships through outbound and inbound business development efforts and networking
  • Execute investor meetings independently and with the support of senior firm personnel
  • Coordinate meeting follow up and execute pipeline management throughout the capital raising process
  • Provide investor support and client service to existing investors
  • Manage and maintain CRM system (Juniper Square) to ensure complete and consistent investor information
  • Coordinate, prepare, and respond to investor requests and questions
  • Communicate effectively marketing materials and fund strategies to potential clients
  • Other duties as assigned by management
  • Mentor and develop junior business development staff on day-to-day projects

Requirements:

  • Bachelor's degree required, preferably in business administration, finance, or related field
  • 5-10+ years of experience at an investment management, asset management, wealth management, investment consulting, or financial services firm with a period of direct fundraising experience
  • CFA, CAIA, and/or MBA preferred
  • FINRA Series 7 and 63 licenses required
  • Polished and professional written and oral communication skills
  • Well-organized and detail-oriented individual with the highest degree of integrity, motivation, and intellectual curiosity
  • Gifted networker and connector of influential people
  • Skilled in working with large RIAs and sophisticated Family Office infrastructures which requires significant collaboration and influence skills
  • Exceptional time management skills with the ability to work well under pressure and respond to shifting priorities
  • Excellent judgment with the ability to handle confidential information with discretion
  • Up to 75% travel may be required

Compensation:

The annual U.S. based wage range for this full-time position is $175,000-$250,000 annually plus success-based bonus potential of up to 100%.

The base pay will vary depending on job-related knowledge, skills, location and experience and will take into account internal equity.

Other forms of pay may be provided as part of the compensation package, in addition to a full range of health & wellness benefits.

Kairos Investment Management Company is an Equal Opportunity Employer and, as such, does not discriminate in employment on the basis of an applicant or employee's race, ethnicity, ancestry, national origin, color, sex, pregnancy (or related medical conditions), childbirth, family status, gender, gender identity or gender expression, age, religion, marital status, sexual orientation, disability, medical condition, military or veteran status, reproductive health decision making, or any other protected classification or characteristic under applicable federal, state or local law.

Kairos will not discriminate against an applicant or employee who has one or more protected classifications, is perceived or regarded as having one or more protected classifications, or is associated with someone who has one or more protected classifications.

Kairos Investment Management Company will also provide reasonable accommodations to applicants and employees who may need such accommodations in connection with employment with Kairos on the basis of their disability, religion, status as a victim of domestic violence or pregnancy.

An applicant who needs an accommodation in order to pursue employment with Kairos should contact Human Resources at to request such accommodations.

Kairos will engage in a good faith interactive process with the applicant to explore accommodations that will be effective, reasonable and not create an undue hardship.

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