About the role
MANDATORY REQUIREMENTS
• 6+ years of experience in capital raising, fundraising, investor relations, asset management, alternative investments, or institutional sales.
• Proven track record of successfully raising capital and growing AUM for investment funds, with strong investor conversion capabilities.
• Established investor network across Family Offices, HNIs/UHNIs, institutional investors, fund-of-funds, and private banks.
ABOUT THE CLIENT
Our client is building a differentiated investment platform across fund management, wealth management and fund-platform solutions, with a focus on connecting investors with compelling investment opportunities across India and global markets.
JOB ROLES & RESPONSIBILITIES
• Lead capital raising for Caravella's investment funds from origination through closing.
• Build and manage a high-quality pipeline of prospective investors and allocators.
• Develop and maintain relationships with family offices, HNW/UHNW investors, institutions, fund-of-funds, private banks and global distributors.
• Present Caravella's investment strategies and build investor conviction.
• Work closely with the investment team and senior management on fund positioning and investor communication.
• Develop strategic distribution partnerships and scalable channels for recurring capital flows.
• Manage investor due diligence, engagement and conversion processes.
• Provide market intelligence and investor feedback to inform product and fundraising strategy.
• Establish a disciplined, measurable capital-formation process and maintain clear visibility on the fundraising pipeline.
QUALIFICATION & EXPERIENCE
• 6+ years of relevant experience in capital raising, asset management, alternative investments, institutional sales, private banking, wealth management, investment banking, fund distribution or related fields.
• Demonstrated track record of raising capital / generating AUM for investment products or funds.
• Strong network among family offices, HNW/UHNW investors and/or institutional allocators.
• Strong understanding of investment products and alternative investment strategies.
• Excellent communication, presentation and relationship-management skills.
• Strong commercial orientation with a focus on measurable outcomes.
• Ability to engage credibly with senior investors and sophisticated allocators.
• Entrepreneurial mindset and willingness to build rather than simply manage an existing platform.
• Experience with GIFT City / IFSCA/ cross-border investment products is an advantage.
OTHER DETAILS
Reporting To: CEO
Industry Target: FME
Work Model Arrangement: Onsite