Investor Relations and Fund Raise Associate
Recruit'd · Gauteng
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Start free — we apply for you →Minimum Requirements
- 3-7 years' experience in financial services - asset management, wealth management, private equity, investment banking, or a specialist fund environment
- Direct investor or client-facing experience in a professional financial services context
- Tertiary qualification in Finance, Investments, Accounting, or a related field (BCom or equivalent minimum)
- Exceptional written and verbal communication - able to simplify complex concepts for sophisticated investors
- Proficiency in PowerPoint and Excel; able to build polished materials independently
- Demonstrable track record of managing high volumes of investor or client correspondence without errors or omissions
- Advantageous
- Strong working knowledge of investment products, fund structures, and tax-efficient vehicles
- Experience with Section 12B, 12J, or other structured tax investment products
- Exposure to en commandite partnerships, SPV structures, or infrastructure / renewable energy funds
- CFA, CFP, or postgraduate finance qualification
- Existing network within the IFA, wealth management, or tax advisory community in South Africa
Main Accountabilities
- Investor Relations
- Serve as primary point of contact for IFAs, wealth managers, tax practitioners, and direct HNW investors
- Handle inbound queries on fund structure, S12B mechanics, tax treatment, and returns – timing, accuracy and professionalism are important
- Manage LP onboarding end-to-end: FICA, subscription docs, SARS confirmations, and post-investment correspondence
- Proactively communicate fund updates, deployment milestones, and any material developments to investors
- Distribution Support
- Support IFA and intermediary outreach: prepare tailored pitch materials, schedule meetings, and follow up post-presentation
- Attend investor events, roadshows, and adviser briefings; contribute to or lead group presentations as required
- Build and maintain strong working relationships with key distribution partners
- Pipeline & Administration
- Maintain CRM / pipeline tracker with zero missed follow-ups or outstanding items
- Track intermediary engagement, investor commitments, and subscription status across all channels
- Coordinate with Fund administration on documentation workflows and compliance requirements
- Prepare weekly pipeline reports and raise status updates
- Ensure no email, call-back, or commitment falls through the cracks - ever
- Materials & Presentations
- Produce investor-facing materials: fund summaries, FAQs, one-pagers, and updated slide decks
- Maintain accurate, current versions of all fund documentation and ensure consistency across channels
- Assist with LP communications, quarterly updates, and ad hoc investor letters
- Fund Raise Operations
- Flag risks, delays, or investor concerns to the CFO early and proactively
- Manage your own workload under deadline pressure without supervision
- Direct-to-Market Channel Build
- Lead the build-out of a direct-to-market investor acquisition channel, reducing reliance on third-party intermediaries over time
- Own the direct investor journey end-to-end - from first enquiry through FICA, subscription, and funding - with the same rigour applied to IFA-sourced investors
- Track direct-channel performance separately from intermediary channels to give the CFO/BD lead a clear read on unit economics and channel mix over time
- Operational Infrastructure for Onboarding & Channel Management
- Build and own the systems (CRM, pipeline tracker, document workflows) needed to onboard and manage both investors and distribution channels at scale
- Standardise onboarding workflows across channels - FICA, subscription docs, SARS confirmation - so the process doesn't depend on institutional memory