Investor Relations Specialist

This role is responsible for identifying, qualifying, and engaging Accredited and Qualified Investors in the US—such as HNIs, Family Offices, RIAs, and Wealth Managers. The specialist will drive outbound outreach through email, LinkedIn, and investor networks to create awareness about the Fund and its value proposition for US-based investors.

Key Responsibilities

• Identify and qualify prospective Accredited and Qualified Clients (HNIs, Family Offices, RIAs, and Wealth Managers) across the US.
• Conduct outbound outreach through email, LinkedIn, and investor networks to build awareness of the Fund.
• Educate prospective investors on the Fund’s structure, investment philosophy, and advantages for US investors.
• Schedule discovery and due-diligence calls with qualified investors.
• Maintain accurate records of leads, communications, and pipeline status in the CRM.
• Collaborate with marketing teams to create compelling outreach materials and investor content.
• Track investor engagement metrics and assist in nurturing relationships post-introduction.
• Stay informed on global market trends, investment structures, and India-focused fund opportunities.
  

Key Requirements

• 2–5 years of experience in investment sales, fund marketing, or financial advisory roles.
• Bachelor’s degree required; preference for Finance, Economics, or Business.
• Strong written and verbal communication skills, with the ability to simplify complex investment concepts.
• Understanding of accredited investor frameworks, fund structures, and the wealth management ecosystem in the US.
• Experience using CRM systems such as HubSpot or Salesforce, and investor database tools.
• Prior experience in fundraising, investment sales, or investor relations is highly desirable.
• Detail-oriented, self-starter with a professional approach suitable for HNIs and institutional clients.
• Based in or familiar with the US financial ecosystem, with flexibility for global coordination across time zones.