Selected Intern's Day-to-day Responsibilites Include
- Investor Relations & Client Engagement:
- Maintain and update the CRM with leads, interactions, and client progress.
- Map and build the investor communication funnelfrom awareness interest engagement conversion.
- Execute structured client engagement cadences (weekly updates, monthly summaries, quarterly notes).
- Organize investor calls, meetings, and follow-up sequences.
- Suggest creative strategies to improve brand recall among HNIs and family offices.
- Content Writing & Thought Leadership:
- Write blogs, newsletters, and market updates aligned with our investment philosophy.
- Draft well-reasoned communication pieces based on internal research inputs.
- Create narratives around our fund, philosophy, and differentiators.
- Maintain consistency in tone, clarity, and brand voice across all platforms.
- Social Media Planning & Management:
- Plan, ideate, and maintain a monthly content calendar for LinkedIn, Instagram, X, and other platforms.
- Create meaningful, data-backed posts that reflect Money Stories ethos.
- Coordinate design, captions, scheduling, and analytics tracking.
- Understand platform-wise nuance (LinkedIn vs. Instagram vs. X).
- Marketing Initiatives & Creative Strategy:
- Conceptualize interesting campaigns, offline/online investor touchpoints, and brand-building ideas.
- Identify new lead-generation channels and experiment with creative formats (videos, reels, one-pagers, micro-courses, etc.).
- Build and refine marketing assetsbrochures, presentations, investor welcome kits, pitch decks, and more.
- Track industry trends, competitor communication, and market themes.
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.
