Managing Director, Investor Relations and Capital Markets
Reports To: Chief Executive Officer
Position Summary
The Managing Director of Investor Relations & Capital Markets is responsible for increasing the firm’s assets under management through the development of new investor relationships, leading investor relations and directing the execution of IMPACT’s marketing strategy. They will represent IMPACT’s investment strategies, investment management and operating expertise. They will be responsible for identifying sales opportunities, engaging with clients, and selling investment solutions across the organization’s impact investing platform. The individual will also be responsible for ongoing relationship management with the firm’s investor base. The individual will leverage their own contacts, develop new contacts and work in collaboration with the Chief Investment Officer to develop, structure, and market IMPACT’s investment strategies.
Leadership Capabilities
• Minimum 10+ years of related experience required.
• Advanced degree or equivalent preferred.
• Demonstrated track record of leveraging investment product knowledge to earn new investor relationships, while expanding and maintaining existing investor relationships.
• Knowledge of structured credit strategies based on investment, portfolio management, banking, and/or marketing experience.
• Previous role in product management, investor relations, capital raising or investing for an asset management firm or investment banking.
• Combination of both product knowledge and investor relations experience.
• Knowledge of affordable housing/Low Income Housing Tax Credit a plus.
• Series 7 license a plus.
Personal Characteristics
• Strong cultural fit with the IMPACT team: personable, collaborative, authentic, team player, entrepreneurial and driven to achieve outstanding results.
• Driven by a desire to do work that makes a difference in the lives of low income or disadvantaged people.
• Strong communication (verbal and written) and presentation skills.
• Must be dynamic and hard-working as per the industry standards.
• High energy, enthusiasm, and drive.
• Ability to work without direction and to be entrepreneurial.
• Strong balance of technical product knowledge and relationship skills.
• Highest integrity and ethics.
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Position Responsibilities
Business Development & Investor Relations
• Develop and execute strategic sales plans, from product positioning and market launch to developing target outreach plan for potential investors.
• Establish and maintain institutional investor relationships to drive new assets to IMPACT investment strategies.
• Liaise with IMPACT investments team to research and develop new investment strategies, including evaluating potential demand with institutional investors, market competition, and areas of IMPACT’s competitive advantage.
• Coordinate IMPACT investments, legal and finance teams in new product launches, including fund formation, distribution of offering and marketing materials, and execution of documentation by investors.
• Develop investment consultant relationships to educate research teams on IMPACT strategies and maintain current firm and investment information in consultant databases.
• Serve as relationship manager for IMPACT investors, acting as main liaison between clients and IMPACT’s investment, legal and operations teams to facilitate timely delivery of client reporting or any ad-hoc requests, ensuring a consistent, high level of client service.
Marketing Strategy and Execution
• Serve as primary liaison with IMPACT’s external marketing firm. In concert with CEO, lead development and execution of strategic communications plan.
• Raise the profile of IMPACT through high quality PR and marketing via the media, industry conferences, and investment insights (articles, videos, social media).
• Collaborate with investments team and external marketing firm to produce and distribute thought leadership and investment insight pieces for investors and media at least quarterly.
• Develop and maintain product marketing collateral, such as fund presentations.
Travel Requirements
Extensive travel expected.
IMPACT believes that the diversity of its workforce is vital to its long-term success. Its employees learn from one another and benefit from working with team that has varying backgrounds, experiences and perspectives. IMPACT is an equal opportunity employer and a great place to work.
Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws. We also consider qualified applicants with criminal histories, consistent with the San Francisco Fair Chance Ordinance and other applicable law.