Business Development & Fundraising

Support global fundraising initiatives across private equity products and programmes
Assist with pipeline management, investor targeting and coordination with Distribution teams
Engage with and oversee placing agents
Contribute to new product development and launches
Support and attend client meetings, presentations and due diligence sessions
Build relationships with existing and prospective investors and consultants
Prepare and respond to ad hoc investor queries, Due Diligence Questionnaires and ongoing reporting requests
Maintain and manage data rooms and investor communications
Assist in developing and maintaining product positioning and messaging
Prepare and update marketing materials including presentations, executive summaries, teasers, covering email templates, private placement memoranda, Request For Proposal/information responses, press releases, website.
Ensure consistency and quality across all communications
Plan, coordinate and attend individual meetings and broader roadshows / marketing trips
Maintain Client Relationship Management systems (e.g. Salesforce) and other marketing tracking tools
Maintain and update Funds Under Management data
Regularly update consultant and industry databases
Review and update policy, procedure and guideline documents annually
Partner with Investment, Distribution, Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product colleagues
Support regulatory and operational processes (e.g. Anti-Money Laundering/Know Your Customer/Customer Due Diligence/Ongoing Due Diligence, Business Continuity Plan, Vendor Risk Assessment(s), Records Information Management, Business-T(s), Risk & Control Self-Assessment, Conflicts of Interest, Bank Holding Company Act/Volcker and Internal Audit(s))
Contribute to internal reporting and business processes
Monitor private equity market trends and competitor activity
Engage with industry bodies
Support internal education of Distribution teams and other departmental stakeholders
Contribute to investment and product-related materials where relevant, External clients, consultants, industry bodies and placing agents
Distribution / Client coverage teams
Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product teams
Private Equity Investment colleagues
Product Specialist leader

Client facing experience in fundraising or investor relations
Strong communication and interpersonal skills
High attention to detail and organisational ability
Analytical mindset and problem-solving capability
Self-starter with strong work ethic and ability to multi-task
Experience working with senior stakeholders
Understanding of alternatives, ideally private equity
Experience in private equity, asset management or related fields
Understanding of institutional, wholesale and retail investors as well as the associated reporting/regulatory requirements
Prior relevant experience
Professional qualification, e.g. CFA, CA, IMC or equivalent

2 Columbia Threadneedle jobs in Scotland