Fund Manager - AIF Category II Private Equity Fund

Role Description:

• Lead fundraising efforts by identifying, engaging, and nurturing prospective investors across PE funds, FoFs, institutions, family offices, HNIs/UHNIs, private banks, and wealth advisors (domestic and offshore).
• Drive capital-raising initiatives for the AIF Category II private equity fund.
• Conduct investor presentations, webinars, meetings, and roadshows to pitch the fund strategy.
• Build and manage relationships with distribution partners, IFAs, and wealth platforms; negotiate, onboard distributors, and support sales enablement.
• Track fundraising pipeline, investor interactions, and commitments through CRM tools.
• Act as the primary point of contact for existing and prospective investors.
• Maintain long-term investor relationships; address queries and provide timely updates on performance, strategy, and portfolio developments.
• Develop engagement strategies to enhance investor satisfaction and retention.
• Coordinate investor meetings, quarterly calls, conferences, and annual reviews.
• Ensure smooth onboarding, documentation, and closure of commitments in coordination with legal, compliance, and operations teams.
• Prepare investor presentations, reports, and communication materials; ensure clear and consistent messaging.
• Conduct research on market trends, competitor activities, investor behavior, and the LP ecosystem.
• Monitor fundraising cycles and LP engagement patterns to refine outreach strategy.
• Prepare materials for client-specific or fund-specific requirements.
• Track investor activities systematically and resolve issues promptly.
• Collaborate with finance, compliance, technology, operations, and legal teams to meet regulatory requirements and ensure operational efficiency.
• Lead initiatives to enhance investor experience and strengthen internal communication.

Job Requirements

• CA/MBA/CFA with 7-10 years experience in Investor Relations, AIF fundraising, wealth management, private equity, or related fields (higher experience acceptable for non-qualifications).
• Strong knowledge of SEBI/AIF regulations, fund structures, and investment products.
• Proven fundraising track record with HNIs, family offices, private banks, and similar institutions.
• Excellent communication, presentation, relationship management, and analytical skills.
• Solution-oriented team player with strong interpersonal and networking capabilities.
• Preferred: established relationships with family offices, HNIs Ultra HNIs, institution, wealth managers, private banks, and distribution networks.
• Preferred: prior experience with SEBI-registered AIFs (particularly Category II).