Director, Investor Partnerships (East Coast)
Deerpath Capital Management
- Boston, MA
- Permanent
- Full-time
- Develop and help build new prospective investor targets for specified east coast region in U.S., including but not limited to: pensions, endowments, insurance companies, RIAs, family offices, endowments, foundations, fund of funds, asset managers and consultants
- Leverage existing client relationships that would be a suitable fit for firm and strategy
- Generate and help manage pipeline of prospective investors
- Arrange introductory calls and/or meetings with prospective investors
- Track and help manage prospective investor follow-up
- Develop an in-depth understanding of the firm, its history, professionals, culture, investment strategy and process, products, track record, portfolios and existing client base and successfully communicate to prospective investors
- Develop a thorough understanding of the marketplace and competitive landscape and successfully communicate to prospective investors
- Effectively advocate for the firm articulating its market position, competitive advantages, and value proposition to prospective investors
- Lead initial presentations to prospective investors independently and/or with senior team members
- Manage ongoing list of outstanding investor inquires, due diligence requests, RFPs and other follow-up, and work with investor relations team to ensure timely responses
- Track all prospective investor progress in Client Relationship Management (CRM) system
- Coordinate with and help manage placement agent activity globally
- Solid reputation within the LP and Consultant communities
- Strong track record of advising institutional investors and/or raising capital from high quality investors
- Experience with developing and managing institutional relationships
- Solid understanding of the private equity/credit fundraising process and investor service expectations
- Sufficient knowledge of the credit markets
- Sufficient experience with credit-oriented strategies (individual will be expected to become quickly conversant in the Firm’s investment strategy)
- Capability of articulating and selling investment strategy and engaging in solutions-oriented discussions with prospective investors
- Naturally able to connect and build strong relationships with others, strong emotional intelligence and ability to communicate clearly and persuasively
- Proven interpersonal communication skills with well-developed presentation skills
- Creative approach to developing new, innovative ideas to drive investor pipeline
- Self-motivated and proactive individual with an ability to work independently at times without a high degree of hand holding
- Strong investment and analytical acumen, decision making and problem-solving skills
- Ability to work under pressure to meet tight deadlines
- Ability to multitask, prioritize and manage multiple responsibilities and work in a fast-paced environment
- Energy for considerable domestic travel
- Detail-oriented, with superior organizational and time management skills
- Ability to set clear and challenging goals while committing to improved performance
- Strong work ethic, honesty and intellectual curiosity
- Willingness to work in a small, collaborative team environment
- Ability to work independently, yet comfortable as part of a dynamic team
- Ability to work well with a variety of people at all levels of the organization
- Undergraduate degree from a well-respected institution
- Minimum of 10+ years of financial services or consultant experience in an outward facing role
- Minimum of 5+ years successfully initiating and developing institutional investors relationships and preferably raising capital for private funds, preferably in private credit and/or private equity