Manager, Professional Services
Vasion
Institutional Sales
FinStrat Management, Inc.
full-time
Posted on:
Origin: • 🇺🇸 United States • New York
Visit company websiteJob Level
Mid-LevelSenior
About the role
- We are seeking an experienced Institutional Sales professional to help drive our fundraising efforts and strengthen our relationships with the broader investment community.
- Leverage your existing network to identify, cultivate, and expand relationships with VCs, family offices, and strategic investors.
- Support fundraising campaigns, roadshows, and one-on-one investor meetings.
- Craft and deliver compelling presentations, pitch decks, and financial updates.
- Own and manage the investor due diligence process, including data room preparation, financial documentation, and strategic Q&A.
- Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors.
- Draft quarterly updates, investor letters, and ad hoc communications.
- Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically.
- Advise the leadership team on investor expectations and fundraising best practices.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or related field; MBA or CFA a plus.
- 5+ years of experience in investor relations, venture capital, investment banking, or startup fundraising.
- Proven track record supporting capital raises and managing due diligence processes.
- Strong network within the venture capital and growth investment community.
- Excellent written, verbal, and presentation skills.
- High level of adaptability and comfort working in a fast-moving startup environment.
