We are looking for a dynamic and experienced Fundraising & Investment Manager with strong expertise in Alternative Investment Funds (AIFs), Wealth Management, Investment Advisory, and Portfolio Management.

The candidate will be responsible for identifying and acquiring HNI/UHNI investors, driving fundraising activities, evaluating investment opportunities, developing investment strategies, and managing investor relationships.

The role requires a combination of strong fundraising capabilities, financial market knowledge, investment analysis, and relationship management skills. The ideal candidate should have an established network of HNI/UHNI investors, practical experience in capital mobilisation, and the ability to identify and recommend suitable investment opportunities.

Roles &

• Responsibilities1. Fundraising &

- Investor Acquisition

- Identify, acquire, and develop relationships with HNI/UHNI individuals, family offices, institutional investors, and corporate investors.
- Drive fundraising initiatives for Alternative Investment Funds (AIFs) and other investment opportunities.
- Build and maintain a strong investor database and generate new investment leads.
- Develop fundraising strategies to achieve assigned capital mobilisation targets.
- Conduct investor meetings, presentations, and investment discussions to secure commitments.
- Build relationships with wealth managers, financial advisors, brokers, distributors, and investment partners.
- Manage the complete fundraising cycle, from lead generation and investor engagement to commitment and onboarding.

2.

Investment

Research &

• Evaluation
- Identify and evaluate investment opportunities across AIFs, PMS, Private Equity, Mutual Funds, Debt Instruments, and structured investment products.
- Conduct financial analysis, market research, industry assessments, and investment due diligence.
- Evaluate investment proposals based on financial performance, risk factors, expected returns, liquidity, and market potential.
- Analyse fund structures, investment strategies, financial statements, and underlying assets.
- Prepare investment research reports,



financial models, proposals, and recommendations.
- Monitor financial markets, economic developments, and emerging investment opportunities.

3. Investment & • Portfolio Management
- Develop investment strategies and asset allocation recommendations based on investor objectives and risk profiles.
- Monitor investment portfolios, fund performance, asset allocation, and investment returns.
- Evaluate portfolio risks, diversification, liquidity, and overall performance.
- Recommend suitable investment products and portfolio adjustments based on market conditions.
- Maintain regular communication with investors regarding investment performance and opportunities.
- Coordinate with fund managers and investment partners to monitor existing investments.

4. Client & • Relationship Management
- Develop and maintain long-term relationships with HNI/UHNI clients and prospective investors.
- Understand client financial objectives, investment preferences, and risk appetite.
- Present investment opportunities, fund structures, research findings, and portfolio recommendations.
- Prepare business presentations, investment proposals, and periodic portfolio reports.
- Participate in client meetings, investor discussions, and business development activities.
- Identify cross-selling and additional investment opportunities within the existing client network.

5. Compliance & • Documentation
- Ensure fundraising and investment activities comply with applicable SEBI regulations and internal compliance requirements.
- Coordinate with legal, compliance, finance, and operations teams for investor onboarding and documentation.
- Maintain accurate records of investor commitments, fundraising pipelines, and investment activities.




- Ensure appropriate disclosures and investor communication throughout the investment lifecycle.

Required Skills & • Qualifications
- Bachelor's or Master's degree in Finance, Accounting, Economics, or Business Administration.
- MBA Finance, CFA, CA, or relevant professional qualifications will be preferred.
- 5–10 years of relevant experience in AIF, Wealth Management, Investment Banking, Portfolio Management, PMS, or Investment Advisory.
- Solid understanding of AIF Category I, II, and III, PMS, Mutual Funds, Private Equity, Debt Instruments, and alternative investment products.
- Proven experience in fundraising, capital mobilisation, and HNI/UHNI client acquisition.
- Established network of HNI/UHNI investors, family offices, or institutional investors.
- Strong knowledge of investment research, financial analysis, valuation, and portfolio evaluation.
- Ability to independently generate investment leads and convert prospects into investors.
- Excellent negotiation, communication, presentation, and relationship management skills.
- Proficiency in MS Excel, financial modelling, and investment research tools.
- NISM certifications or other relevant financial market certifications will be an advantage.

Key Performance Indicators (KPIs)
- Capital mobilisation and fundraising targets achieved.
- Number of new HNI/UHNI investors acquired.
- Investor conversion and onboarding ratio.
- Growth of investor database and business network.
- Quality of investment research and recommendations.
- Investment opportunity identification and evaluation.
- Portfolio monitoring and reporting efficiency.
- Client retention and relationship development.

Preferred Candidate ProfileWe are particularly interested in candidates who have worked with AIFs, PMS providers, Wealth Management firms, Private Banks, Investment Advisory firms, or Alternative Investment platforms. Candidates with a combination of an established HNI/UHNI investor network, proven fundraising achievements, and hands-on investment analysis experience will be strongly preferred.

📌 Fundraising & Investment Manager – AIF & Wealth Management (Chennai)
🏢 NJ MACSON
📍 Chennai