Investor Relations Manager DACH
Digital private-markets investment platform and investment manager providing eligible investors and family offices access to curated private-equity and alternative-investment opportunities.
About Moonfare
Moonfare sources, vets, curates, and digitally distributes institutional-quality private-market investments, including direct funds, portfolios of funds, co-investments, open-ended funds, secondaries, and direct deals. It serves eligible individual investors, family offices, and institutional partners through a digital investment platform.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage and grow relationships with high-net-worth individuals, ultra-high-net-worth investors, and family offices. You will provide guidance on private-markets investments and portfolio construction, support private-equity fundraising, review portfolios, prepare client materials, and identify revenue and process-improvement opportunities. You will also collaborate with Product, Marketing, and Account Management to improve the investor experience.
Requirements
- Bachelor’s or Master’s degree in Finance, Business, Economics, or a related field.
- Minimum of 5 years of experience in investor relations, private markets, wealth management, or financial services.
- Professional written and spoken proficiency in German and English.
- Understanding of private markets, including private equity, venture capital, alternatives, and portfolio construction.
- Commercial mindset with a track record of contributing to revenue growth or client expansion.
- Proficiency in portfolio planning and cash-flow management.
- Advanced Excel skills.
- Excellent communication and presentation skills.
- Ability to manage multiple priorities in a fast-paced, high-growth environment.
Responsibilities
- Build, manage, and grow relationships with high-net-worth individuals, ultra-high-net-worth investors, and family offices.
- Provide clients with insights, education, and guidance on private-markets investments and portfolio construction.
- Support and execute private-equity fundraising initiatives, including investor outreach, follow-ups, and pipeline management.
- Manage investor portfolios, conduct portfolio reviews, and identify optimization opportunities.
- Identify and act on revenue-growth opportunities, including upsell and cross-sell initiatives.
- Prepare investment memos, reports, portfolio updates, and presentations.
- Improve internal processes and operational efficiency.
- Collaborate with Product, Marketing, and Account Management to enhance the investor experience.