Role Overview:
The Fund Placement Manager will be responsible for managing fundraising mandates, developing institutional investor relationships, and providing strategic advisory services to private market fund managers. The role requires strong capital-raising experience, in-depth knowledge of private markets, and the ability to execute fundraising campaigns efficiently.
Key Responsibilities
1. Fundraising & Capital Raising
- Lead and manage fundraising mandates for private equity, private credit, infrastructure, and real estate funds.
- Oversee investor outreach, pitch execution, and capital commitment processes.
- Manage and track investor engagement from first contact through to final close.
2. Investor Relations & Business Development
- Expand and maintain relationships with institutional investors, including pension funds, insurance companies, sovereign wealth funds, endowments, and family offices.
- Provide market intelligence on investor appetite, fund structures, and competitive landscape.
- Facilitate investor due diligence processes, including data room management and Q&A coordination.
3. Strategic Fund Advisory
- Advise fund managers on fund positioning, structuring, and investor targeting.
- Assist in the preparation of investor presentations, private placement memoranda (PPMs), and due diligence materials.
- Support General Partners (GPs) in refining their capital-raising strategy and navigating complex fundraising environments.
4. Marketing & Roadshow Coordination
- Organize investor roadshows, one-on-one meetings, and virtual presentations.
- Develop tailored investor engagement strategies and execute targeted fundraising campaigns.
- Prepare investor briefing documents and reports.
5. Market Research & Intelligence
- Track fundraising trends, institutional investor allocations, and regulatory developments in private markets.
- Conduct competitive benchmarking and analyze fund terms & conditions.
- Monitor investor activity and capital flow across geographies and asset classes.
Key Requirements
Experience & Background
- Minimum 5+ years experience in fund placement, investor relations, private equity fundraising, or institutional capital raising.
- Strong institutional investor network and demonstrable track record in capital raising.
- Previous experience with a placement agent, private equity firm, investment bank, or asset manager is highly desirable.
Technical & Market Knowledge
- Deep understanding of private equity, private credit, infrastructure, and real estate investment strategies.
- Strong knowledge of fund structures, LP dynamics, secondary transactions, and co-investments.
- Familiarity with legal, tax, and regulatory aspects of fund structuring and investor agreements.
Skills & Competencies
- Relationship Management: Proven ability to engage and influence institutional investors.
- Analytical Thinking: Strong financial analysis and market research capabilities.
- Project Management: Ability to manage multiple fundraising projects simultaneously.
- Communication & Negotiation: Excellent verbal, written, and presentation skills.
- Technology Proficiency: Experience with CRM systems, investor databases, and financial modeling tools.
Education & Certifications
- Bachelor’s or Master’s degree in Finance, Business, Economics, or a related field.
- CFA, CAIA, or MBA is a plus.