Institutional Fundraising Lead
$200,000–$225,000 year
On-sitePalo Alto, California, United States
Job Summary
Build and maintain strong relationships with investors across family offices, endowments, foundations, and pension groups. Create compelling investor materials, including case studies and diligence responses, and share regular updates on pipeline progress and industry trends. Collaborate with Investor Operations and Legal to guide deals from term sheet to close, while overseeing outbound marketing activities and representing Point at investor conferences. Utilize the firm's CRM system to track outreach and maintain the quarterly sales plan, providing regular reports to senior management on fundraising goals and activity.
Required Qualifications
- 2+ years of experience in a client-facing financial services or investor-focused role
- comfort operating in a fast-paced environment
- strong relationship-building skills
- engages effectively with investors through meetings, calls, and events
- excellent verbal and written communication abilities
- capability to produce clear, compelling presentations and investor materials
- solid financial and analytical acumen
- familiarity with financial reporting
- familiarity with valuation concepts
- familiarity with market research
- familiarity with the broader capital markets
- familiarity with the institutional investment landscape
- strong organization and attention to detail
- accuracy across communications, reports, and investor documentation
- managing multiple priorities
- collaborates effectively with cross-functional partners in finance, legal, marketing, and operations
- sound problem-solving skills
- handling investor inquiries and challenging situations with professionalism and composure
- Proficient in CRM systems
- Proficient in investor relations software
- Proficient in financial databases
- Adapts easily to evolving investor needs
- Adapts easily to shifting priorities
- Adapts easily to changing market conditions
- Comfortable educating investors on performance
- Comfortable educating investors on strategy
- Comfortable educating investors on outlook
- strategic and forward-thinking approach to work
- reside in one of Point's states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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