Key Responsibilities

• Assist in all aspects of fundraising and investor relations, including marketing materials development, roadshow preparation, and investor diligence.
• Prepare high-quality marketing materials such as pitch decks, investment memorandums, and case studies.
• Respond to investor due diligence requests and manage ad hoc investor inquiries.
• Maintain and update the customer relationship management (CRM) database to track investor interactions and engagement.
• Conduct research and analysis to support fundraising and investor communication efforts.
• Support the planning and execution of investor events and meetings.
• On occasion, may be invited to attend certain meetings with prospective and/or existing investors, but the role will be more focused on internal coordination, analysis, and reporting, with limited travel expectations.

Qualifications & Experience

• Bachelor's degree required.
• Minimum of 2 years of relevant experience in: Management consulting, investment banking, accounting, or a similar field requiring strong problem-solving and business writing skills.

Skills & Competencies

• Strong problem solving, analytical, and business writing skills.
• Demonstrated analytical and quantitative skills, comfort with organizing and interpreting financial data.
• Highly detail-oriented, well organized, and analytical.
• Ability to learn quickly, manage multiple tasks, and work independently with a strong work ethic.
• High level of personal and professional integrity.
• Proficiency in PowerPoint, Excel, Word, Outlook, and CRM platforms such as DealCloud.
• Interest in private markets and the healthcare industry is a plus.
• Fluency in additional languages is a plus.