AIF Fundraising & Business Development Analyst
Valion
Gurugram, Haryana, India4h agovia LinkedIn
About the Role
This is a full-time, on-site role based in Gurugram for an AIF Fundraising & Business Development Analyst – Category II AIF. The analyst will support fundraising activities by preparing investor pitch materials, financial models, and market research to attract and engage HNI, ultra-HNI, and institutional investors for Category II AIF products.
Key Responsibilities
- Identify and qualify prospective investors.
- Maintain and update investor databases and CRM tools.
- Coordinate meetings and roadshows.
- Assist in the preparation of term sheets, proposals, and follow-up communications.
- Collaborate with investment and product teams to align fundraising strategies with fund objectives.
- Track fundraising performance metrics.
- Prepare periodic reports and presentations for internal stakeholders.
- Interact with wealth managers, family offices, and distribution partners to expand Valion’s fundraising network.
- Adhere to regulatory and compliance requirements.
Qualifications
- Strong analytical and financial skills, including experience with financial modeling, valuation, and interpreting investment performance metrics for AIFs or similar structures.
- Business development and relationship management capabilities, with the ability to identify prospects, nurture investor relationships, and coordinate with partners such as wealth managers and family offices.
- Excellent research and documentation skills to analyze markets, competitors, regulatory updates, and investor trends, and to translate findings into clear presentations, pitch decks, and reports.
- Effective communication and presentation skills, with proficiency in creating high-quality investor communication materials and engaging professionally with stakeholders at all levels.
- Proficiency with MS Office (Excel, PowerPoint, Word) and CRM or fundraising tracking tools; comfort working with data and generating dashboards or summaries.
- Bachelor’s or master’s degree in Finance, Business, Economics, or related field.
- Prior exposure to AIFs, private equity, real estate investments, or wealth management is highly beneficial.