Investor Relations Analyst/Associate Investor relations View
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Finance & Banking
Capital Markets, PR / Communications, Financial Analyst -
Business
PR / Communications, Financial Analyst
Job Description & How to Apply Below
Wealt is a London-based, principal-led private markets co-investment platform for sophisticated investors across EMEA: HNWIs, family offices and post-exit founders. We source, research and structure high-conviction opportunities, and we commit our own capital in every transaction before inviting investors to co-invest alongside us.
We pair institutional access and proprietary research with a digital-first experience, and we manage the full investment lifecycle end to end, from structuring the vehicle to investor updates and exit.
Role overviewYou will be the engine of Wealt's investor relations: running the pipeline, the materials and the investor experience, working day-to-day with our Head of Investor Relations and directly with the Founder. This is an early seat in a team we are deliberately keeping lean and AI-native, so you will own real outcomes from the first month.
Our investor relations has two sides. A high-touch family office side, led by the Head of IR, builds long-term relationships with family offices and distribution partners across Europe, the Middle East, Turkey and Asia. A digital, platform-led side brings HNWIs and post-exit founders to Wealt. You will work across both and help build the latter from the ground up with strong HNWI relationship management.
This is not a pure sales role and not an admin role. We're building long-term relationships with sophisticated investors through regular meetings, high-pace growth and lead generation, preparing investor decks, full product development cycles with the tech team, running the CRM that shows where every relationship stands, and being a trusted, knowledgeable contact for our investors.
We are hiring at Analyst or Associate level, depending on experience.
What you'll do Fundraising and pipeline- Own the investor pipeline in Hub Spot: every family office, HNWI, founder and distribution partner, with stage, next step and owner kept current
- Research and map prospects ahead of outreach: family offices, wealth managers, private banks and multi-family offices, their mandates, decision-makers and appetite for private markets
- Prepare briefing notes before every meeting the Head of IR or Founder takes, and capture follow-ups the same day
- Run co-investment and fund launch campaigns: target lists, sequencing, follow-ups and commitment tracking through to close
- Support relationships with distribution partners such as wealth managers and private banks
- Draft and maintain investor materials with the investment team: deal one-pagers, investment memos, fund presentations, FAQs and responses to due diligence questionnaires (DDQs)
- Write quarterly investor updates, portfolio news and event invitations
- Keep every piece accurate and consistent across deals, and route it through our financial promotion sign-off before it goes out
- Work with marketing and our engineers to turn content, events and campaigns into qualified leads
- Qualify inbound interest, run first calls and convert the right investors onto the platform
- Use data from Hub Spot and the platform to see which channels and messages bring committed investors, and act on it
- Be the first point of contact for investors after they join: questions on deals, the platform, documents and reporting
- Hand new investors to Investment Operations for onboarding and KYC with everything complete, and keep them informed until they are live
- Plan regular touchpoints with existing investors so they hear from us before they need to ask
- Organise investor dinners, briefings and webinars in London and abroad, from guest list to follow-up
- Represent Wealt at industry conferences and founder and family office…
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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