Head of Investor Relations & Fundraising
GratiCore Shanghai, ChinaHead of Investor Relations & Fundraising
You will play an influential role in shaping the firm's fundraising strategy, expanding its investor franchise, and driving capital raising initiatives across Greater China. Acting as the bridge between the investment team, distribution partners, and investors, you will lead fundraising efforts, shape the firm's market positioning, and help accelerate the growth of assets under management.
Key Responsibilities
- Lead fundraising and capital raising initiatives across private banks, securities firms, trust companies, wealth managers, family offices, FOFs, MOMs, and other institutional distribution channels.
- Develop and expand strategic distribution partnerships, including commercial negotiations and ongoing relationship management.
- Drive the full fundraising lifecycle, encompassing pipeline management, roadshows, DDQ and RFP responses, investor due diligence, and fundraising forecasting against AUM objectives.
- Serve as a key relationship manager for investors, delivering performance updates, facilitating ongoing communication, and coordinating investor events and annual meetings.
- Oversee the preparation and enhancement of investor-facing materials, including pitch books, factsheets, quarterly investor letters, due diligence materials, and website content.
- Partner closely with investment, compliance, and senior leadership teams to ensure all fundraising activities and external communications meet regulatory requirements.
- Manage investor onboarding and suitability processes, including investor qualification, risk profiling, subscription documentation, and maintenance of a complete audit trail.
- Strengthen the firm's market presence, investor network, and fundraising platform to support long-term business growth and asset accumulation.
Qualifications
- 8+ years of experience in fund distribution, fundraising, investor relations, or wealth management, with a strong preference for candidates from private fund managers, mutual funds, securities firms, private banks, trust companies, or leading third-party wealth management platforms.
- Proven track record leading onshore China fundraising initiatives and managing distribution partnerships across securities brokerages, private banks, wealth managers, FOFs, MOMs, and family offices.
- Established and transferable network of distribution channels and institutional allocators within mainland China.
- Demonstrated success in raising capital through intermediary and distribution channels, with a strong understanding of the mainland fundraising landscape.
- Hands-on experience developing and executing channel distribution strategies, including partner acquisition, relationship management, and commercial negotiations.
- Strong knowledge of China's private fund fundraising regulations, investor suitability requirements, and industry best practices.
- Excellent relationship-building, business development, and stakeholder management skills, with the ability to engage senior decision-makers across distribution partners and investor groups.
- Solid understanding of multi-asset investment strategies and the ability to communicate investment propositions effectively to distributors and investors.
- Native Mandarin and strong English communication skills.
- CFA, CAIA, or other relevant professional qualifications would be advantageous.
- AMAC Fund Practitioner Qualification preferred.
If you are interested in exploring more of this role or other potential opportunities, let's connect today via WhatsApp or WeChat: +852 5424 6512.
Candidates not selected for this position may be considered for other opportunities that better align with their experience.
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