Investor Liaison
3 weeks ago
Job Summary
To provide an excellent investor experience and increasing available funds through high re-investment rates, investors scaling up and successfully onboarding new investors
Key Objectives
1) Shape and deliver an excellent experience for all investors encouraging them to re-invest, scale up and refer new investors
2) Excellent administrative skills to maintain smooth and fast re-investment process and underpin business operations
3) Onboard new investors through pro-active sales follow-up and expanding Think Property Finance’s contacts through network of referrers, networking events and trade shows
Person Specification
- Engaging personality and professionalism to build relationships with investors
- Financial literacy and strong admin skills to drive ongoing investor documentation process
- Ownership and high level of detail to manage investment process independently
- Proactive to both create new leads and maximize existing contacts and opportunities
- Has a growth mindset, enthusiastic to grow the business and is solution focused
- Outgoing, confident, ability to draw people in and showcase Think Property Finance well
- Focused and driven to both meet and exceed objectives
Roles & Responsibilities
- Refine and manage investor experience and facilitate re-investment process
- Ensure cleared funds available to invest in line with cash requirements
- Manage investor relationships to encourage re-investment and facilitate them scaling up
- Timely preparation of investor loan and investor redemption documentation
- Ensure investors loan documentation kept up to date
- Manage CRM system with up-to-date information and monthly reporting
- Prepare and manage monthly marketing email
- Manage onboarding process for new investors (AML / KYC Checks)
- Increase HNW funding by £100k per month (through existing and potential new contacts)
- Add 10 new contacts per month through targeted networking events
- Follow-up calls and emails with investors and new contacts
- Co-ordinate Think exhibitions at trade shows
- Provide wider support to team members as required
- Support Finance Director with fundraising efforts as required
- Report to Finance Director with strategic weekly, monthly and quarterly goals
We invite passionate candidates who are enthusiastic about investor relations and have a strong administrative skillset to apply for this exciting opportunity within our organisation.
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