Company Description CAREERBLOC is a growing organization focused on building careers in finance and investment-related domains. The company connects skilled professionals with high-impact opportunities and supports clients with specialized talent for fundraising, institutional sales, and capital markets functions. CAREERBLOC emphasizes career development, strong ethical standards, and long-term relationships with both clients and team members. The environment encourages learning, performance, and collaboration, making it an attractive workplace for finance professionals seeking growth. Team members are given opportunities to take ownership, contribute ideas, and influence outcomes in a dynamic, results-oriented setting.
Role Description This full-time, on-site role is based in Mumbai and focuses on fundraising and institutional sales within the investment and financial services space. The Manager – Fundraising & Institutional Sales will identify, engage, and manage relationships with institutional investors, family offices, and other large capital providers, presenting investment opportunities and fund strategies. The role includes preparing pitch books, investor presentations, and detailed financial materials, as well as coordinating due diligence processes and responding to investor queries. The manager will track pipelines, report fundraising progress to leadership, and collaborate with internal teams such as investment, research, and compliance to ensure accurate and compliant communication. The position requires proactive market mapping,



regular investor outreach, and a disciplined approach to meeting fundraising targets and institutional sales objectives.
Qualifications

- CFA Level II or III completed (mandatory), with strong understanding of investment products, portfolio management concepts, and capital markets.
- Experience in fundraising, institutional sales, investor relations, or similar client-facing roles within asset management, private equity, investment banking, or wealth management.
- Proficiency in financial analysis, valuation, and interpreting market data to support investor conversations and presentations.
- Strong communication and presentation skills, with the ability to explain complex financial concepts clearly to institutional stakeholders.
- Ability to build and maintain long-term relationships with institutional investors, family offices, and other capital providers.
- High level of professionalism, integrity, and discretion when handling confidential information and investor communications.
- Advanced skills in MS Excel and PowerPoint; familiarity with CRM tools and investor databases is an advantage.
- Bachelor's or Master's degree in Finance, Economics, Business, or a related field; additional professional certifications in finance or investment are a plus.
- Demonstrated ability to work in a fast-paced, target-driven environment, with strong organizational and time management skills.
- Comfort with working on-site in Mumbai and collaborating closely with cross-functional teams.

📌 Manager Fundraising & Institutional Sales (CFA Level II /lll mandatory ) (Mumbai)
🏢 Careerblock
📍 Mumbai