Investor Relations And Fund Raise Associate

Our client in Rosebank is expanding their team and is recruiting for an Investor Relations & Fund Raise Associate. The successful candidate will be the face of the fund to intermediaries and investors, managing queries, coordinating onboarding, and ensuring every touchpoint reflects the professionalism expected at this level of the market.

Minimum Requirements:

• 3-7 years’ experience in financial services - asset management, wealth management, private equity, investment banking, or a specialist fund environment
• Direct investor or client-facing experience in a professional financial services context
• Tertiary qualification in Finance, Investments, Accounting, or a related field (BCom or equivalent minimum)
• Exceptional written and verbal communication - able to simplify complex concepts for sophisticated investors
• Proficiency in PowerPoint and Excel; able to build polished materials independently
• Demonstrable track record of managing high volumes of investor or client correspondence without errors or omissions
• Advantageous
  • Strong working knowledge of investment products, fund structures, and tax-efficient vehicles
  • Experience with Section 12B, 12J, or other structured tax investment products
  • Exposure to en commandite partnerships, SPV structures, or infrastructure / renewable energy funds
  • CFA, CFP, or postgraduate finance qualification
  • Existing network within the IFA, wealth management, or tax advisory community in South Africa

Main Accountabilities:

• Investor Relations
  • Serve as primary point of contact for IFAs, wealth managers, tax practitioners, and direct HNW investors
  • Handle inbound queries on fund structure, S12B mechanics, tax treatment, and returns – timing, accuracy and professionalism are important
  • Manage LP onboarding end-to-end: FICA, subscription docs, SARS confirmations, and post-investment correspondence
  • Proactively communicate fund updates, deployment milestones, and any material developments to investors
• Distribution Support
  • Support IFA and intermediary outreach: prepare tailored pitch materials, schedule meetings, and follow up post-presentation
  • Attend investor events, roadshows, and adviser briefings; contribute to or lead group presentations as required
  • Build and maintain strong working relationships with key distribution partners
• Maintain CRM / pipeline tracker with zero missed follow-ups or outstanding items
• Track intermediary engagement, investor commitments, and subscription status across all channels
• Coordinate with Fund administration on documentation workflows and compliance requirements
• Prepare weekly pipeline reports and raise status updates
• Ensure no email, call-back, or commitment falls through the cracks - ever
• Materials & Presentations
  • Produce investor-facing materials: fund summaries, FAQs, one-pagers, and updated slide decks
  • Maintain accurate, current versions of all fund documentation and ensure consistency across channels
  • Assist with LP communications, quarterly updates, and ad hoc investor letters
• Fund Raise Operations
  • Flag risks, delays, or investor concerns to the CFO early and proactively
  • Manage your own workload under deadline pressure without supervision
• Direct-to-Market Channel Build
  • Lead the build-out of a direct-to-market investor acquisition channel, reducing reliance on third-party intermediaries over time
  • Own the direct investor journey end-to-end - from first enquiry through FICA, subscription, and funding - with the same rigour applied to IFA-sourced investors
  • Track direct-channel performance separately from intermediary channels to give the CFO/BD lead a clear read on unit economics and channel mix over time
• Operational Infrastructure for Onboarding & Channel Management
  • Build and own the systems (CRM, pipeline tracker, document workflows) needed to onboard and manage both investors and distribution channels at scale
  • Standardise onboarding workflows across channels - FICA, subscription docs, SARS confirmation - so the process doesn't depend on institutional memory

Investor Relations and Fund Raise Associate • JHB - Northern Suburbs, Gauteng, ZA

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