For Talent/Open roles

AVP/VP - Coverage Family Office

Private Equity & Venture CapitalBangaloreFinance

About the Company

Our client is a boutique Investment Bank looking to onboard an AVP/VP responsible for developing a high-quality investor network, keeping it actively engaged, and mobilising it efficiently for live opportunities, ensuring consistent coverage for early-stage and interim capital requirements.

Roles and Responsibilities

  • Build and own relationships with family offices, HNIs, and smaller funds, creating a
  • high-quality and active investor network relevant for bridge rounds
  • Keep investors actively engaged and maintain strong relationships through targeted
  • opportunity sharing, relevant insights, and periodic updates
  • Support in closing the end-to-end execution of USD 2-5 Mn bridge rounds across sectors
  • Match opportunities with the right investors based on cheque size, investment thesis,
  • and appetite
  • Drive investor conversations, manage diligence and queries, and push transactions
  • toward closure
  • Work closely with internal teams to identify companies requiring bridge capital at an
  • early stage
  • Pre-syndicate opportunities and build investor interest ahead of live mandates
  • Ensure speed and efficiency in capital mobilisation for time-sensitive bridge
  • requirements
  • Track trends across family offices, HNIs, and emerging managers to refine outreach and
  • targeting
  • Build and maintain a dynamic investor tracker covering preferences, cheque sizes, past
  • activity, and responsiveness
  • Partner with deal teams to align investor strategy for relevant mandates
  • Act as the bridge between internal deal teams and the investor ecosystem

Skills and qualifications

  • 6-7 years of experience in investor relations, capital raising, wealth management, or
  • similar roles
  • Strong existing relationships with family offices, HNIs, and smaller funds
  • Ability to independently build, manage, and deepen investor relationships
  • Good understanding of investor behaviour including cheque sizes, preferences, and
  • decision timelines
  • Clear and concise communication skills
  • Prior experience working with or managing relationships across 5–6 family offices is
  • good to have

What's On Offer

  • High ownership of the entire non-institutional investor ecosystem
  • Direct deal exposure