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Our client, a private equity firm offering a suite of private equity co-mingled funds and customized solutions, is seeking a business development "hunter" to cover a large domestic territory.    
 
Responsibilities:
  • Proactively engage U.S. based institutional investors through marketing communication, calls, meetings, and industry conferences 
  • Execute an aggressive institutional investor sales strategy covering; Public and Corporate Pensions, Insurance Companies, Endowments and Foundations, Taft Hartley, Sovereign Wealth funds and Family Offices in a designated territory - building a strong presence and positive reputation 
  • Record prospecting activities and opportunities in contact management system on a timely basis 
  • Develop product fluency across firm’s investment options - including private equity and venture capital co-mingled funds, co-investment funds and separately managed accounts 
  • Provide ongoing communication and feedback to Partners, Head of Business Development, and Head of Consultant Relations regarding prospective investors and their associated investment consultants 
  • Meet predetermined targets for meetings, new mandates and new revenue 
  • Work collaboratively with senior investment team, business development counterparts, analysts, head of business development, consultant relations, operations and compliance 
  • Monitor various investment news sources for announcements on search activity and new mandates, uncovering new business opportunities as they arise 
  • Grow assets under management while enhancing the client experience
  • Proactively manage existing relationships - identify and aggressively defend at-risk business
  • Provide ongoing input on presentation material and new product development

Requirements:
  • Bachelor’s degree required (MBA and/or CFA a plus) 
  • 5 - 7 years institutional investment sales experience 
  • Experience in private equity and/or alternative investments 
  • Strong familiarity with the U.S. institutional investor target market 
  • Deep professional network of Institutional Investor and Family Office contacts 
  • Excellent interpersonal, communication, time management and presentation skills 
  • Ability to establish credibility with institutional investors 
  • Strong understanding of institutional investor and institutional investment consultant investment manager selection process and related industry issues
  • Understanding of key drivers of success and a commitment to excellence 
  • Working knowledge of competitors 
  • Effective problem identification and resolution skills 
  • Proficient computer skills including; SalesForce, Word, Excel and Outlook 
  • Ability to work independently, with strong attention to detail 
  • Capacity to develop good working relationships with business development counterparts, senior investment team members, analysts and associates 
  • Significant investor outreach and travel required

Employees

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Fund Manager from United States

Fund Manager from United States

Fund Manager from United States

Fund Manager from United States