About the role
Position Name -AVP/VP - Coverage(Family Office)
Location - Bengaluru/Mumbai
Experience Range -6+years
About the client:
Client is a boutique investment bank based in Bangalore and they work closely with high-growth tech-enabled businesses and consumer brands to help raise capital between $15-250M, typically Series B onwards. They operate with the depth of a strategic advisor and the agility of a startup, and are known for sharp positioning,founder-first engagement, and execution ownership.
Job Roles and Responsibilities:
● Build and own relationships with family offices, HNIs, and smaller funds, creating a high-quality and active investor network relevant for bridge rounds
● Keep investors actively engaged and maintain strong relationships through targeted opportunity sharing, relevant insights, and periodic updates
● Support in closing the end-to-end execution of USD 2-10 Mn bridge rounds across sectors
● Match opportunities with the right investors based on cheque size, investment thesis, and appetite
● Drive investor conversations, manage diligence and queries, and push transactions toward closure
● Work closely with internal teams to identify companies requiring bridge capital at an early stage
● Pre-syndicate opportunities and build investor interest ahead of live mandates
● Ensure speed and efficiency in capital mobilisation for time-sensitive bridge requirements, track trends across family offices, HNIs, and emerging managers to refine outreach and targeting
● Build and maintain a dynamic investor tracker covering preferences, cheque sizes, past activity, and responsiveness
● Partner with deal teams to align investor strategy for relevant mandates
● Act as the bridge between internal deal teams and the investor ecosystem
Qualification and Experience:
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6-7 years of experience in investor relations, capital raising, wealth management, or similar roles
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Strong existing relationships with family offices, HNIs, and smaller funds
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Ability to independently build, manage, and deepen investor relationships
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Good understanding of investor behaviour, including cheque sizes, preferences, and decision timelines
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Clear and concise communication skills
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Prior experience working with or managing relationships across 5-6 family offices is good to have