Experienced RFI / Investor Services Professional

Company Overview

A globally reputed investment management organization with a strong presence across private markets, asset management, and real assets globally. The firm is recognized for its collaborative culture, long-term investment approach, operational excellence, and focus on building sustainable, future-ready businesses across international markets.

Job Summary

We are looking for an experienced professional to join a global Capital Raising & Client Relations function supporting institutional investors across international markets. This role offers exposure to investor communications, fundraising support, due diligence processes, and cross-functional stakeholder management within a dynamic investment management environment.

Responsibilities

• Draft and prepare investor/client-facing RFIs, RFPs, DDQs, and other due diligence materials.
• Ensure timely, accurate, and high-quality responses leveraging internal knowledge repositories and templates.
• Collaborate with internal stakeholders across investment, product, compliance, and client servicing teams to gather and validate information.
• Support institutional investor and consultant requests across multiple geographies.
• Contribute towards process improvement initiatives, workflow optimization, and operational efficiency.
• Manage and enhance content libraries, templates, and knowledge management repositories.
• Support automation and scalability initiatives within the investor servicing function.
• Handle multiple deliverables while maintaining high attention to detail and quality standards.
• Opportunity to take ownership of workflows and progress into broader coordination and leadership responsibilities over time.

Qualifications

• 5–7 years of experience in RFP/RFI/DDQ management within private markets, asset management, financial services, or related industries.
• Strong written and verbal communication skills with exceptional attention to detail.
• Experience supporting institutional investor communication and due diligence processes.
• Strong organizational, stakeholder management, and project coordination abilities.
• Ability to work independently within a collaborative global environment.
• Analytical and process-oriented mindset with interest in operational improvement initiatives.
• Exposure to content management systems, workflow optimization, or automation tools is preferred.
• Prior experience in fundraising support, investor relations, or capital raising functions will be an advantage.

Preferred Skills

• Familiarity with content management systems and workflow automation tools.

Experience

5–7 years of relevant experience in related fields.

Environment

The work setting is expected to be in a dynamic investment management environment, collaborating with global teams.

Salary

Not specified.

Growth Opportunities

This role offers the opportunity for career advancement into broader coordination and leadership responsibilities over time.

Benefits

Not specified.