SA Global Advisors
Website:
saglobaladvisors.com
Job details:
Investor Outreach Specialist – Investment Banking
We are looking for a proactive and detail-oriented professional to own and manage the firm’s Investor outreach function across the Technology and Investment Banking ecosystem. The role will involve planning and executing targeted outreach campaigns, engaging with founders, CXOs, investors, strategic acquirers and other senior stakeholders, managing follow-ups, and tracking campaign performance through measurable engagement and conversion metrics.
The ideal candidate should have strong written and verbal communication skills, with the ability to craft thoughtful, well-researched and personalized outreach across email, LinkedIn and other relevant channels. The individual will be responsible for managing the outreach process end-to-end, from campaign planning and prospect identification through execution, follow-ups, response management and performance reporting.
The role will support the firm’s Investment Banking and M&A activities, including deal origination, investor outreach, business development and stakeholder engagement across the Technology sector. While prior exposure to Investment Banking, M&A, deal sourcing or the Technology ecosystem will be an advantage, prior experience independently managing an outreach function or outreach campaigns is a key requirement.
The firm believes in providing appropriate opportunities for building meaningful experience within the Investment Banking industry, getting exposure to the Technology and Investment Banking ecosystem, and building valuable industry connections and professional networks over the longer term.
Job Description
- Own and manage end-to-end outreach campaigns across the firm’s Investment Banking and business development initiatives, including campaign planning, target identification, outreach execution, follow-ups and response management.
- Develop and execute targeted outreach through email, LinkedIn and other relevant channels, with a focus on creating personalized and contextually relevant communication for founders, CXOs, investors, strategic acquirers and other senior stakeholders.
- Manage the outreach funnel and stakeholder engagement process, including tracking responses, follow-ups, meetings, opportunities and convrsions, while ensuring timely and structured communication with prospects.
- Track and analyse outreach performance, including delivery rates, response rates, positive response rates, meeting conversion, campaign-level performance and other relevant KPIs, and provide regular dashboards and performance reports.
- Continuously improve outreach effectiveness by analysing campaign performance, testing messaging and approaches, identifying patterns in responses and implementing improvements to targeting, communication and follow-up strategies.
- Build and maintain accurate outreach databases and contact repositories, ensuring relevant company, contact and engagement information is systematically captured, updated and accessible.
- Coordinate with internal stakeholders to understand campaign objectives, target profiles, messaging and required follow-ups, and ensure effective execution of outreach initiatives.
- Coordinate and schedule discussions with qualified prospects and stakeholders, and support the transition from initial outreach to meaningful business conversations.
- Support M&A, investment banking and business development initiatives through targeted stakeholder outreach, including engagement with technology companies, investors, strategic acquirers and other relevant market participants.
Key Requirements:
- Minimum 1 year to 3 years of relevant full-time post-graduation experience in outreach, business development, sales development, investor relations, partnerships, investment sourcing, investment banking, corporate development, consulting or related roles.
- Prior experience independently managing outreach campaigns or an outreach function is required, including execution, follow-ups, stakeholder engagement and tracking of campaign performance.
- Strong written communication skills, with the ability to draft clear, concise, professional and personalized communication for senior stakeholders.
- Strong verbal communication and stakeholder management skills, with the ability to engage professionally with founders, CXOs, investors and other senior professionals.
- Demonstrated ability to manage outreach funnels and work with performance metrics, including response rates, engagement, meetings and conversions.
- Strong proficiency in MS Excel / Google Sheets and the ability to build and maintain structured dashboards, trackers and performance reports.
- Familiarity with LinkedIn, LinkedIn Sales Navigator, Apollo.io, Crunchbase, Tracxn, PitchBook or other relevant databases / prospecting platforms is preferred.
- Exposure to Investment Banking, M&A, Private Equity / Venture Capital, Technology companies, IT Services, SaaS or other related sectors will be an advantage.
- Ability to work independently, manage multiple campaigns simultaneously and maintain strong attention to detail in a fast-paced environment.
- Strong organisational skills, ownership mindset and ability to consistently drive follow-ups and closure of outreach activities.
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