Fund Sales & Investor Relations Manager

Faes & Co · Santa Monica

Company

Faes & Co

Location

Santa Monica

Type

Full Time

Job Description

We are looking for an experienced fund sales and investor relations manager to help with our efforts to sell our fund products - which will initially is a real estate debt income fund (the Faes & Co Income Fund). The target market for the fund is accredited investors, family offices, and Registered Investment Advisors in the US (with a Cayman based feeder fund for offshore investors). The fund leverages off our extensive experience in the real estate lending space, and provides investors with a consistent superior risk adjusted return.

You will be involved in all matters relating to the promotion of the fund, including:

  • Working with our team to build a comprehensive marketing strategy around the promotion of our fund, including the design and drafting of presentations, promotional materials and campaigns
  • Coordinating direct outreach to prospective target investors
  • Building relationships with prospective investors, taking the time to cultivate a good working relationship and trust with our investors
  • Remaining up to speed with the competitive landscape, with key developments and market information relating to our target investor community
  • Updating and maintaining our in-house CRM system, and ensuring that there is an organised sales pipeline
  • Organising, scheduling, and presenting the investment product to prospective investors (with senior management as appropriate, and in some instances presenting on your own)

Requirements

You will have:

  • a willingness to work hard and a 'can do' attitude
  • the ability to build relationships, and have strong verbal, written and interpersonal communication skills
  • a working knowledge of the Registered Investment Advisor landscape in the US
  • an understanding of the level of professionalism that 'accredited investors' and family office investors expect
  • at least 3 years+ experience working in financial services
  • the ability to work autonomously, and to prioritise tasks accordingly
  • a willingness to 'get involved' with the business and provide help and assistance as required
  • experience using the latest cloud based business efficiency platforms such as Google Business Apps, Notion, and Slack etc

The ideal candidate will also have:

  • experience with selling real estate debt fund(s) to accredited investors
  • a working understanding of the real estate 'fix and flip' lending market
  • the American Association of Private Lenders, Fund Manager accreditation
  • existing relationships with a portfolio of accredited investors or family office investors

Benefits

  • 10 days paid holiday
  • competitive salary commensurate with experience
  • medical insurance

Date Posted

07/18/2023

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