Selected Intern's Day-to-day Responsibilities Include
- Build and maintain a target list of prospective investors, including HNIs, family offices, wealth managers, and Registered Investment Advisors (RIAs).
- Qualify inbound and outbound leads, manage the sales pipeline using CRM tools, and identify priority accounts for senior-level discussions.
- Research prospective investors and analyze their investment portfolios to support personalized client interactions.
- Plan and execute client engagement activities, including emails, newsletters, investor updates, and follow-up communications.
- Identify and engage Independent Financial Advisors (IFAs) and wealth management distribution partners to expand business opportunities.
- Contribute to the development and execution of the company's brand strategy across relevant marketing channels.
- Create, plan, and publish content such as market commentaries, investment insights, company updates, and thought leadership articles.
- Develop and implement new branding and marketing initiatives, including website content, video campaigns, explainer materials, and promotional assets.
- Conceptualize and test lead generation and investor engagement campaigns to attract and convert prospective clients.
- Collaborate with internal teams to support investor relations, marketing initiatives, and overall business growth.
About Company: We are a boutique investment management firm currently launching a Cat III AIF. We primarily cater to Ultra HNIs, family offices, and emerging institutional investors seeking differentiated strategies beyond traditional products. We have a few more funds in the pipeline including an early stage/hybrid venture capital fund and a real estate fund.
