Fin is seeking Capital Formation/Investor Relations professionals at the Director and Senior Associate levels to serve as key members of the firm’s external facing presence and a crucially important member of the team charged with helping scale the firm into its next phase of growth. The Director/Senior Associates will report to and collaborate closely with Fin’s Investor Relations team and the broader Fin team to further implement and refine processes centered around efficient and effective outreach to a full range of institutional and strategic investors, including pensions, endowments and foundations, sovereign wealth funds, family offices, insurance companies, banks, wealth management and asset management firms. Additionally, the Director/Senior Associates will work closely with prospective Limited Partners (“LPs”) during their respective due diligence processes to support the Fin team in onboarding such investors across various Fin funds and other vehicles. The Director/Senior Associates will also work with longer-term and newer LPs to support their internal reporting requirements and a regular cadence of communication and relationship development. The ideal candidate will have previous capital formation experience in a venture capital or private equity setting and familiarity with institutional investors allocating to alternative investments.
Locations: San Francisco, New York, Texas, Miami, Abu Dhabi, Tokyo, Singapore
Responsibilities:
Source prospective LPs and assist in managing the capital formation/investor relations processes, driven through Fin’s CRM, and ensure accuracy of responses and that all deadlines are met; update LP contact information, client activity and investment interests.
Organize and lead virtual and in-person meetings and roadshows.
Focus on building deep and long-term relationships with LPs – focusing on the whole relationship building process and being non-transactional
Conduct competitor and market research, with an emphasis on identifying LPs investing in/open to Fintech specialist allocations.
Establish and manage workflows to meet all internal and external deadlines related to capital formation/investor relations, initiate innovative ideas and creative approaches to help increase efficiency and further the capital formation and broader goals of the firm.
Assist in preparing regular content for LPs, including marketing materials, models, and Fin’s quarterly Navigator webinars.
Work on LP events, including our annual in-person Navigator Day, quarterly Navigator webinars and other events across each calendar year.
Identify industry conferences ideal for Fin’s participation and coordinate participation.
Coordinate and work with other areas of the firm effectively as part of a collaborative team
Support the closing process (i.e., ensure appropriate AML/KYC documentation is provided by LPs, ensure appropriate FATCA/CRS documentation is provided by LPs, as necessary).
Qualifications/Ideal Characteristics:
6-8+ years (Director), 4-6+ years (Senior Associate) of relevant experience, preferably within a private markets investment management firm, focusing on capital raising/formation for PE/VC.
Undergraduate degree and an excellent academic background.
You are focused and results oriented.
You are passionate about the capital formation/investor relations function within a private capital investment management firm.
You are comfortable in a private capital environment and discussing private capital strategies and asset classes with institutional investors.
You are self-motivated and have a proven ability to prioritize, multi-task, and perform effectively in a highly dynamic and collaborative work environment under tight deadlines.
You are accustomed to handling high volumes of information with the utmost attention to detail.
You are IT literate and highly proficient in Microsoft Office (Word, PowerPoint, and Excel) and industry tech
You are someone with strong analytical, verbal, and written communication skills and naturally work across functional areas.
You are comfortable at times working irregular hours to accommodate overseas investor prospects and LPs.
Please keep in mind this list is not all inclusive and you may be asked to perform other job functions not otherwise listed.
About Fin
Founded in 2018, Fin Capital is a global asset manager focused on full lifecycle investing in B2B FinTech software companies. Fin Capital is passionate about rolling up its sleeves and partnering with repeat entrepreneurs that have deep financial services experience, differentiated products, and a global mindset. Fin is headquartered in San Francisco, with offices in Los Angeles, Miami, and New York. To learn more, visit www.fin.capital.