Fundraising Manager

Job purpose

The primary responsibility of the role is for the sourcing and raising of new funds for FW Capital. The individual will oversee and manage the process of fundraising including designing a fundraising strategy, identifying and documenting supporting evidence as well as researching opportunities and completion of tender submissions.

The role also includes a requirement to identify and help build relationships with institutional investors and private and public sector organisations that seek to recruit Fund Managers. In particular local authority pension funds, unitary authorities and the British Business Bank.

A pipeline of future projects will also need to be created and maintained, coordinating resources from across FW Capital and the wider Development Bank of Wales Group for Financial, marketing and Strategic input.

Main Duties and Responsibilities: 

• To develop and deliver an annual fund raising plan – engaging with relevant LPs and identifying opportunities for new funds to be delivered by DBW Group.
• Create and implement an Investor Relations plan that underpins the Group’s fundraising strategy.
• Prepare and update the Group’s fund raising strategy. 
• Map out the investor base focussing on regions operated in or desirable regions.
• Work with the sustainability manager and investment teams to prepare and present the Group’s approach to Responsible Investment to potential LPs.
• Identify suitable investor targets for capital raising
• Attend suitable conferences and networking events in order to grow your network of contacts for sources of capital and to understand trends and opportunities in the market. 
• Source information on external environment, identify opportunities for funds that complement those under management, as well as those that complement the existing skill set/track-record of the group
• Have a full understanding of the investment landscape and seek out new niches/opportunities/gaps in the market which we can fill
• Be aware of trends in the industry, including performance and activity of competitors
• Liaise with investment, finance and strategy teams to map out external fund-raising strategy

• Lead on the preparation of third-party Fund Management contract bids

• Gather track record data (financial and non-financial) for use in supporting fundraising and tender submissions

• Analysing feedback from previous fundraising activity to inform future activity

• Work in close collaboration with the Investment Leadership Team on strategic planning and new fund development

• Gather market intelligence and perform competitor analysis

• Build relationships with new potential limited partner investors across pension funds, family offices and institutional fund of funds organisations – raising the profile of DBW Group as a leading SME investor.

• Prepare regular update reports on fundraising activity and fund management tender bids progress

• Manage responses to new fund management tender opportunities as appropriate, ensuring that relevant project groups are formed for their completion

• Compiling Information Memorandums, Pitch Decks and presentation packs, setting up LP meetings and briefing fundraising team

• Any other task as may be defined by the Technical Investment Director to meet the operational needs of the department

Knowledge, Skills, Abilities and Experience 

Essential 

• Strong communication and interpersonal skills with the ability to influence within and outside the organisation.

• Excellent report writing, tender completion and presentation skills.

• Self-starter, able to take initiative and motivate others.

• In depth understanding of LPA structures.

• Good organisational and project management experience.

• Ability to work across multi-disciplinary teams internally.

• Good knowledge of industry and commerce, particularly relating to the financial needs of SME’s

• Strategic/business planning

• Clean driving license

Desirable 

• Knowledge of fund raising and Joint Subsidy Regime requirements

• Understanding of the regional business environment and the role of the public sector in SME finance.

• Experience of developing investment funds

• MBA or equivalent professional qualification

• An interest and ability to keep abreast of current fundraising landscape and initiatives

• IT literate to include the use of Word, Excel, PowerPoint

Apply

To apply for this role, please head to our recruitment page