- Actively contribute in capital raising efforts of portfolio companies
- Supporting senior management in pitches to investor community
- Handling inbound interest from institutional and retail investors
- Reaching out to new potential investors
- Develop presentation slideshows for investor conferences and meetings
- Participate and assist in investor presentations and meetings
- Creating and maintaining database of investor network
- Working with internal teams to ensure that all investor documentation is completed. While fund raising is the main role, the candidate may also be required to:
- Manage existing portfolio companies
- Evaluate new deals such as strategic acquisitions, divestitures, asset monetization, etc.
- Other special projects as and when the need arises
- Type: Full Time 40 Hours a week
- Location: Fully Remote
- Timing: Fully flexible, but some calls may be scheduled during US hours
- Educational qualification in Finance, mandatory
- Years of experience in investment banking, fund raising are mandatory
- Exceptional financial modeling skills necessary
- Strong skills with Microsoft Excel, PowerPoint, and Word
- Ability to use social media platforms such as LinkedIn, Twitter, Telegram, Reddit, etc.
- Excellent verbal communication skills to engage with investors and maintain the company's image
- Excellent written communication skills to prepare compelling presentations and reports
- Detail-oriented and have strong problem-solving skills
- Ability to comprehend financial reports and analyze daily financial market events
- Being flexible, proactive, a quick learner, and able to collaborate within a team
- Multitasking skills
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Manager - Investor Relationship - Chennai, India - Patel Family Office
Description
ROLES & RESPONSIBILITIES:
Other points:
MINIMUM QUALIFICATIONS/SKILLS:
About Patel Family Office:
We are one of the longest-standing Indian American owned family offices in North America managed by women.
We specialize in sustainable and responsible investments in Housing, Healthcare, Hospitality, Entrepreneurship, Environmental science, and Energy Transition.
With over 50 years of experience in the hospitality industry, we hold deep expertise in hospitality and real estate in the US, UK, and Middle East.
We also back startups globally.