Who You Are
Experienced in investor relations and investor management at globally operating organizations
Self-starter who is passionate about building and growing relationships across geographies, sectors, and contexts
Natural leader and people person who believes in the power of relationships, and is willing to hop on a plane at a moment's notice knowing the weight an in-person interaction carries
Willingness to take on new types of work, even without prior experience or direct supervision
Able to juggle multiple workstreams at once, and ensure everything is delivered on time and to the highest standards
Eager to understand critical feedback as a means of improving one's own work
Willingness to work and live in a sometimes challenging environment
Primary Responsibilities
Manage existing relationships with CrossBoundary's investors, regularly communicating and meeting with key contacts to share investment platforms' visions, strategies, and growth plans
Identify and grow new investor relationships that align with investment platforms' work, support platforms' existing networks of investors, and are strategically advantageous to platforms' goals
Represent CrossBoundary at relevant industry events and conferences, and coordinate attendance by other team members to ensure CrossBoundary has the right people in the room
Organize, direct, and facilitate a CrossBoundary LP Summit every other year to convene all current investors across CrossBoundary's five distinct investment platforms for general programming, platform-specific content, and various networking events
Partner with the Director of Global Communications and investment platforms' executive teams to announce big wins, key milestones, and publish content with CrossBoundary's investors as well as the broader investor community
Maintain a pulse on investor activity and market trends relevant to CrossBoundary's investment platforms, and regularly share that knowledge with investment platform executive teams and other senior leadership
Serve as the primary point of contact for all investor queries, working with investment platform executive teams and the Chief Financial Officer to respond quickly and completely
Command an understanding of the wealth / investment management space and an ability to speak to principles of responsible investment and how investment into underserved markets can fit into broader portfolio strategies
Qualifications
The ideal candidate will have the following skills and qualifications:
Excellent people and relationship management skills: able to draw people in, connect with them, and strengthen relationships over time
Excellent communication and pitch skills: able to clearly and crisply communicate an investment strategy in a way that compels others to act
Strong collaboration and prioritization skills: able to manage one's time across multiple teams and dozens of investors, knowing where to focus when to affect the most change
Strong existing network of relationships from previous roles held in the space in which CrossBoundary operates
Entrepreneurial mindset to creatively and independently solve new problems with no established paths or proven solutions
Required skills and qualifications:
At least 10 years of work experience in investor relations or investment management at globally operating organizations
Experience with organizations focused on the intersection of private capital and underserved markets (preferred)
Prior experience in developing countries (preferred)
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