We are looking for an Investment Associate to manage investor relationships and engagement for our alternative investment platform.
Key Responsibilities
- Explain fractional investments, alternative investments and structured investment opportunities to prospective investors.
- Understand investor objectives, investment preferences and requirements.
- Handle investor queries and provide clear information on investment opportunities, risks and timelines.
- Manage the end-to-end investor journey — lead generation, discussions, onboarding, documentation, investment and ongoing communication.
- Build and maintain strong, long-term relationships with investors.
- Conduct regular follow-ups and provide updates on portfolio/project progress.
- Coordinate with internal teams on documentation, payments, legal, operations and reporting.
- Maintain accurate investor records and interactions in the CRM.
- Support investor meetings, presentations and webinars.
Ideal Candidate
- Experience in investment sales, wealth management, financial services, real estate or client relationship management.
- Strong communication and presentation skills.
- Ability to explain financial concepts in a easy and credible manner.
- Strong relationship-building and follow-up skills.
- Interest in alternative investments, fractional investing and structured deals.
- Target-oriented, professional and comfortable interacting with high-net-worth and sophisticated investors.
Key Objective: Build investor trust, explain opportunities clearly, convert qualified prospects into investors, and provide professional end-to-end investor servicing.