Vice President, Investor Relations

Reef Capital Partners•Lehi, UT

3d•Onsite

About The Position

As a Vice President within the Investor Relations team at Reef, you will be responsible for helping to expand our investor base by effectively communicating our investment strategies, performance, and opportunities to both existing and prospective investors, ensuring alignment with their financial objectives and expectations. You will assist in cultivating relationships with prospective investors and help manage and nurture relationships with our current investors. Leveraging your strong networking skills and industry expertise, you will play a key role in driving the firm's growth and fundraising initiatives.

Requirements

Bachelor's degree in finance, business, economics or similar field preferred
Minimum of 3+ years experience within the financial industry with a preferred focus on asset management capital raising
Excellent communication and interpersonal skills, with the ability to build rapport and influence decision-makers at all levels
Proficiency in Microsoft Office Suite, CRM Software and other tools
Self-motivated and results-driven with a passion for networking and building relationships

Responsibilities

Cultivate and maintain strong relationships with existing investors, including institutional investors, family offices, high-net-worth individuals, and other stakeholders.
Actively engage with investors to understand their investment goals, risk tolerance, and preferences.
Collaborate with the senior management and business development teams in fundraising efforts for new funds or investment opportunities.
Assist in the preparation of marketing materials, pitch presentations, and due diligence documentation.
Coordinate investor due diligence processes, including responding to requests for information, facilitating meetings with investment professionals, and ensuring compliance with regulatory requirements.
Identify and research potential investors, including institutional investors, family offices, high-net-worth individuals, and other strategic partners who align with our investment strategy and objectives.
Attend industry conferences, seminars, and networking events to build relationships with key decision-makers and investment professionals.
Actively engage with industry associations, chambers of commerce, and professional networks to expand the firm's reach and visibility.
Explore partnership opportunities with other financial institutions, wealth management firms, and investment advisors to access their client networks and distribution channels.
Arrange and conduct one-on-one meetings with prospective investors to present our investment strategies, track record, and value proposition.
Create customized presentations and materials to address the specific needs and interests of each investor.
Maintain accurate records of all investor interactions, meetings, and follow-up activities in the firm's CRM system.
Track progress against fundraising goals, monitor investor pipelines, and generate reports for senior management.