Manager of Fund Marketing

Position Summary

The Manager of Fund Marketing reports to the firm's Senior Vice President and is focused on fundraising new equity, while also supporting investor relations communication/ reporting for the firm's existing assets under management.

• Fund Marketing- Focused on developing and implementing new strategies to attract and retain institutional investors including endowments, foundations, pension funds, family offices, etc.
• Investor Relations - Maintains existing investor relation communication and assists in quarterly and annual reporting.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Sales Strategy Development: Develop and implement a comprehensive sales strategy to attract and retain investors
  • Update, enhance and maintain all fund marketing material
  • Presentations books and all embedded materials I charts
  • Assist in the preparation of fun marking materials - Sales Deck and Private Placement Memorandum's (PPMs)
• Marketing Campaigns: Design and execute targeted marketing campaigns, by region, that successfully communicate the firm's strategy and actively solicit opportunistic O&G deals
  • Contact prospective investors to request meetings as directed
  • Organize and assist in the management of road shows, conferences and meetings
  • Manage "virtual data room"
  • Provide support as needed for due diligence questions
  • Analyze and compare fund terms I assist in monitoring market
• Client Relationship Management: Cultivate and sustain relationships with investors, engaging in all sales and marketing initiatives.
  • Develop and maintain periodic communications for LPs (newsletters)
  • Maintain contact database and files on LP's, including detailed and organized notes
  • Assist in certain direct communications with LP's including Investor Questionnaires
  • Attend and assist in annual investor meeting planning
• Industry Networking: Actively participate in industry events, conferences, and other networking opportunities to promote the firm, strengthening existing connections and establishes new relationships
• Reporting: Provide regular reports on sales activities, market trends, and client feedback to senior management.
  • Research and get company listed in appropriate directories and data services
  • Ensure information on FEM on file at investment consultants and information sources is current and up to date.
  • Assists with quarterly reporting to existing investor base

Qualifications:

Sales Acumen: Demonstrated success in driving sales growth and achieving targets within the financial services industry.

• Communication: Excellent verbal and written communication skills, including logical and summary-level management or investor reporting, ability to present complex information clearly and persuasively.
• Prior work experience and/or knowledge of the upstream oil and gas or financial services/ private equity industries is not required but would be a plus
• Self-starter and shows initiative to gather required information from a disparate organization and from independent sources.
• Works well in a growing, dynamic environment.

Education/Experience: Education: Bachelor's degree in finance, economics, business, MBA or CFA (a plus)

• Experience: Minimum of 3-5 years of experience in sales and marketing

Computer and Technical Skills:

Strong skills in the use of Microsoft Office (Outlook Business Contact Manager, Excel, PowerPoint, Word) are required.