Institutional Sales
FinStrat Management, Inc.
Institutional Sales
FinStrat Management, Inc.
full-time
Posted on:
Origin: • 🇬🇧 United Kingdom
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Leverage existing network to identify, cultivate, and expand relationships with family offices, high-net-worth individuals, and strategic investors
- Support fundraising campaigns, roadshows, and one-on-one investor meetings
- Craft and deliver compelling presentations, pitch decks, and financial updates
- Support 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
- Anticipate investor questions and proactively address information gaps
- Serve as a key point of contact for current and prospective investors and manage investor communications (quarterly updates, investor letters, ad hoc communications)
- Ensure consistency of messaging across all investor interactions
- 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
- Continuously refine the company narrative to resonate with the venture ecosystem
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
- Hands-on experience managing due diligence processes, data room preparation, and financial documentation
- Established network of family offices, high-net-worth individuals, and strategic investors
- Strong network within the venture capital and growth investment community
- Excellent written, verbal, and presentation skills
- Ability to translate complex financial and strategic concepts into clear, persuasive narratives
- High level of adaptability and comfort working in a fast-moving startup environment
