Responsibilities

Investor Relations

• Serve as the primary point of contact for IFAs, wealth managers, tax practitioners, and direct HNW investors.
• Handle inbound queries on fund structure, investment mechanics, tax treatment, and returns – timing, accuracy, and professionalism are important.
• Manage LP onboarding end-to-end: FICA, subscription documents, 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 by preparing tailored pitch materials, scheduling meetings, and following up after presentations.
• 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.

Pipeline & Administration

• Maintain CRM and 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 capital raise status updates.
• Ensure no email, callback, or commitment falls through the cracks.

Materials & Presentations

• Prepare investor presentations, fund documentation, 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 workload independently under tight deadlines.

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 intermediary-sourced investors.
• Track direct-channel performance separately from intermediary channels to provide clear reporting on unit economics and channel mix over time.

Operational Infrastructure for Onboarding & Channel Management

• Build and own the systems (CRM, pipeline tracker, document workflows) required to onboard and manage both investors and distribution channels at scale.
• Standardise onboarding workflows across channels, including FICA, subscription documentation, and SARS confirmation, ensuring consistency and reducing reliance on institutional knowledge.

Requirements

Essential

• 3–7 years' experience in financial services, including asset management, wealth management, private equity, investment banking, or a specialist fund environment.
• Direct investor or client-facing experience within a professional financial services environment.
• Tertiary qualification in Finance, Investments, Accounting, or a related field (BCom or equivalent minimum).
• Exceptional written and verbal communication skills, with the ability to simplify complex concepts for sophisticated investors.
• Proficiency in PowerPoint and Excel, with the ability to prepare high-quality presentation materials independently.
• Demonstrated track record of managing high volumes of investor or client correspondence with a high degree of accuracy.

Advantageous

• Strong working knowledge of investment products, fund structures, and tax-efficient investment vehicles.
• Experience with structured tax investment products.
• Exposure to partnership structures, SPVs, or infrastructure and alternative investment funds.
• CFA, CFP, or postgraduate finance qualification.
• Existing network within the IFA, wealth management, or tax advisory community in South Africa.