Buckingham Companies
Director of Investor Relations & Capital Raising
Buckingham Companies, Indianapolis, Indiana, us, 46262
Overview:
The
Director of Investor Relations & Capital Raising
will be responsible for the fundraising process with prospective investors and maintaining existing investor relationships. This will include timely completion of formal requests for proposal and due diligence questionnaires for existing and prospective investors and developing a thorough understanding of each client’s goals, reporting needs and portfolio investment objectives.
Qualifications: Education
Bachelor’s Degree required preferably in finance, real estate economics or related field
MBA in finance or real estate accretive but not required
Experience & Skills
Minimum 7-10 years of client service or capital raising experience; financial services/real estate experience required
Proven track record of capital raising experience working directly with institutional investors
Investor-oriented mindset
Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists and follow up with all investor requests
Exceptional interpersonal, communication, writing and research skills
Experience and familiarity with CRM systems
Advanced Microsoft Office skills, including but not limited to Excel and PowerPoint
Travel is required
Special Requirements
High-energy, enthusiastic
High learning agility
Coachable
Provides and solicits feedback
Embraces change
Values and promotes teamwork
Customer-centric; puts customer needs first
Exceptional analytical and financial skills
Close attention to detail and ability to prioritize
Ability to manage multiple assignments with changing priorities
High degree of accountability, sense of urgency, flexibility and adaptability
High degree of professionalism and integrity
Responsibilities: Investor Relations
Ensure service standards and processes are shared and understood by relevant departments to maintain quality, accuracy and delivery standards
Ensure common standards are set and maintained across all relevant funds, separate accounts and that disclosures are in line with requirements set by the LPA or other legal requirements
Contribute to Investor reports and ensure reporting standards meet the client's evolving needs (digital delivery, new measurement performance, reporting standards for different jurisdictions, timeline, regulatory requirements, etc.)
Ensure that all clients are given high-quality and responsive information on products and performance
Understand covered institutional clients evolving needs and coherently convey those needs to internal stakeholders
Ensure Client Services procedures (Legal, Tax, documentation) are tracked and updated accordingly
Execute best-in-class client engagement and client onboarding by building client and compliance team rapport
Utilize the contact management system for all client-related activity
Be able to answer Investor questions with ease, understand portfolio management decisions, know the pitch and have knowledge of high priority pipeline deals
Developing and maintaining relationships with Investor and Consultant industry
Capital Raising
Assist in developing marketing and fundraising materials, including pitch books, campaign teasers, due diligence questionnaires, offering memorandum, competitor information, prospect pipelines, among others, for investors
Work with senior management to develop a marketing plan and pipeline of prospective Investors
Build and develop relationships with prospective Investors, facilitate the scheduling of qualified prospective Investor presentations and coordinate capital roadshows
Coordinate and represent Buckingham at industry-sponsored conferences to attract and schedule prospective Investor meetings
Take ownership of the entire sales/fundraising process with prospects
Populate and maintain all client activity and relevant information in the contact management system
Nurture the current Investor relationships to remain current on investment objectives and present new investment opportunities
Coordinate, assist and review RFI/RFPs by collaborating with the RFP team and respective expert team to ensure final review and sign-off
Coordinate and assist due diligence activities undertaken by prospective Investors
Manage and assist legal in the final stage of Investor negotiations
Keep abreast with competitor products and strategies
Be able to answer Investor/prospect questions with ease, understand portfolio management decisions, know the pitch and have knowledge of high priority pipeline deals
#J-18808-Ljbffr
Director of Investor Relations & Capital Raising
will be responsible for the fundraising process with prospective investors and maintaining existing investor relationships. This will include timely completion of formal requests for proposal and due diligence questionnaires for existing and prospective investors and developing a thorough understanding of each client’s goals, reporting needs and portfolio investment objectives.
Qualifications: Education
Bachelor’s Degree required preferably in finance, real estate economics or related field
MBA in finance or real estate accretive but not required
Experience & Skills
Minimum 7-10 years of client service or capital raising experience; financial services/real estate experience required
Proven track record of capital raising experience working directly with institutional investors
Investor-oriented mindset
Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists and follow up with all investor requests
Exceptional interpersonal, communication, writing and research skills
Experience and familiarity with CRM systems
Advanced Microsoft Office skills, including but not limited to Excel and PowerPoint
Travel is required
Special Requirements
High-energy, enthusiastic
High learning agility
Coachable
Provides and solicits feedback
Embraces change
Values and promotes teamwork
Customer-centric; puts customer needs first
Exceptional analytical and financial skills
Close attention to detail and ability to prioritize
Ability to manage multiple assignments with changing priorities
High degree of accountability, sense of urgency, flexibility and adaptability
High degree of professionalism and integrity
Responsibilities: Investor Relations
Ensure service standards and processes are shared and understood by relevant departments to maintain quality, accuracy and delivery standards
Ensure common standards are set and maintained across all relevant funds, separate accounts and that disclosures are in line with requirements set by the LPA or other legal requirements
Contribute to Investor reports and ensure reporting standards meet the client's evolving needs (digital delivery, new measurement performance, reporting standards for different jurisdictions, timeline, regulatory requirements, etc.)
Ensure that all clients are given high-quality and responsive information on products and performance
Understand covered institutional clients evolving needs and coherently convey those needs to internal stakeholders
Ensure Client Services procedures (Legal, Tax, documentation) are tracked and updated accordingly
Execute best-in-class client engagement and client onboarding by building client and compliance team rapport
Utilize the contact management system for all client-related activity
Be able to answer Investor questions with ease, understand portfolio management decisions, know the pitch and have knowledge of high priority pipeline deals
Developing and maintaining relationships with Investor and Consultant industry
Capital Raising
Assist in developing marketing and fundraising materials, including pitch books, campaign teasers, due diligence questionnaires, offering memorandum, competitor information, prospect pipelines, among others, for investors
Work with senior management to develop a marketing plan and pipeline of prospective Investors
Build and develop relationships with prospective Investors, facilitate the scheduling of qualified prospective Investor presentations and coordinate capital roadshows
Coordinate and represent Buckingham at industry-sponsored conferences to attract and schedule prospective Investor meetings
Take ownership of the entire sales/fundraising process with prospects
Populate and maintain all client activity and relevant information in the contact management system
Nurture the current Investor relationships to remain current on investment objectives and present new investment opportunities
Coordinate, assist and review RFI/RFPs by collaborating with the RFP team and respective expert team to ensure final review and sign-off
Coordinate and assist due diligence activities undertaken by prospective Investors
Manage and assist legal in the final stage of Investor negotiations
Keep abreast with competitor products and strategies
Be able to answer Investor/prospect questions with ease, understand portfolio management decisions, know the pitch and have knowledge of high priority pipeline deals
#J-18808-Ljbffr