Live opening · Posted 8 days ago
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About the role
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Senior Manager – Strategic Investor Relations
Location: Chakala, Andheri East, Mumbai
Experience: 8–10 Years
Qualification: Postgraduate – Mandatory
Function: Investor Relations | Retention | Business Development
About The Role
Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real estate credit and high-yield debt strategies within the alternative investments space.
We are looking for a Senior Manager – Strategic Investor Relations to manage and strengthen direct investor relationships across HNIs, UHNIs, Single and Multi-Family Offices, corporate/institutional investors, and sophisticated investors.
The role will be responsible for investor relationship management, communication, servicing, retention, re-investment opportunities, and strategic investor engagement.
Key Responsibilities
Manage relationships with HNI, UHNI and Family Office investors across the complete post-commitment lifecycle.
Build strong relationships with investor principals, Family Office investment committees and trusted advisors.
Coordinate with Operations, Compliance and Investment teams to ensure a high-quality investor experience.
Maintain comprehensive investor records, interaction history and relationship intelligence.
Manage investor communications including performance reports, NAV updates, capital call notices, distribution statements and regulatory disclosures.
Prepare investor communication calendars, quarterly reports, market updates and investor briefings.
Develop personalised performance summaries, portfolio commentary and re-investment proposals.
Conduct investor meetings, portfolio reviews, AGMs and bespoke investor briefings.
Act as the first point of contact for investor queries, documentation and escalations.
Coordinate KYC updates, subscription processing, regulatory filings, capital calls, distributions and investor statement reconciliation.
Develop investor retention strategies and identify re-investment, incremental capital and referral opportunities.
Maintain a structured re-investment pipeline covering maturity dates, investor conversations and capital opportunities.
Track investor feedback and satisfaction to improve engagement and communication quality.
Monitor alternative investment trends, regulatory developments and HNI/UHNI/Family Office preferences.
Provide investor sentiment and market intelligence to the Investment and Product teams.
Represent the company at investor forums, Family Office summits and networking events.
Contribute to the overall investor relations and retention strategy.
Candidate Profile
Postgraduate qualification in Finance, MBA, Business Administration or a related discipline.
CFA, CFP or relevant investment certification will be an advantage.
8–10 years of experience in Investor Relations, Private Banking, Wealth Management or Alternative Investment Servicing.
Proven experience managing and retaining HNI, UHNI and Family Office relationships.
Experience in direct Investor Relations within an AIF, PMS, Private Equity, Real Estate Fund or alternative investment platform is preferred.
Strong understanding of alternative investment products, structured credit, capital calls, distributions and AIF investor regulations in India.
Established network within the HNI, UHNI and Family Office investor community in Mumbai.
Key Skills
Direct Investor Relationship Management
HNI / UHNI / Family Office Servicing
Investor Communication & Reporting
Investor Retention & Re-investment
AIF / PMS Knowledge
Alternative Investment Products
Capital Call & Distribution Management
Investor Query & Escalation Management
Wealth Management / Private Banking
Stakeholder Management
Business Development Support
Market & Investor Intelligence
Strong Communication & Presentation Skills
Relationship Management
Strategic Investor Engagement
Skills: investment,alternative investments,alternative investment,investor relations,hni,wealth management,aif,private banking,retention,cfa,family office,pms,investor relations support
Work arrangement
No
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