Arbour Investments
Website:
arbourinvestments.com
Job details:
About Arbour & 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, operating in the alternative investments space. We manage institutional-grade investment opportunities delivering superior risk-adjusted returns for a curated base of direct investors spanning HNIs, UHNIs, Single and Multi-Family Offices, and institutional investors.
We are seeking a senior, relationship-driven direct fund raising professional to own Arbour’s direct investor acquisition and capital mobilisation function. The role demands the commercial instinct of a seasoned fund raiser, the relationship depth of a private banker, and the investment knowledge to engage credibly with sophisticated investors on strategy, risk, and returns. It offers direct access to the Founding team, a meaningful stake in Arbour’s AUM growth, and the opportunity to build the direct investor acquisition engine from the ground up.
A. Direct Investor Acquisition & Prospecting
• Build a curated pipeline of HNI, UHNI, and Family Office prospects through personal network activation, targeted introductions, strategic referrals, and proactive outreach.
• Qualify prospects by investment appetite, risk profile, liquidity, and alignment with Arbour’s structured credit strategy.
• Execute a segmented acquisition strategy (HNI, UHNI, Single / Multi-Family Office, Corporate) with a defined engagement plan for each investor type.
• Manage the full acquisition lifecycle — initial contact, product presentation, due diligence support, documentation, and capital closure.
• Maintain a well-forecasted direct investor pipeline with regular updates to leadership on status, conversion timelines, and expected AUM closures.
B. HNI & UHNI Direct Investor Engagement
• Engage HNI and UHNI investors proactively through one-on-one meetings, bespoke presentations, portfolio discussions, and exclusive investor events.
• Conduct tailored investment presentations articulating Arbour’s philosophy, structured credit strategy, risk framework, underwriting discipline, and return profile.
• Manage investor objections, due diligence queries, and documentation requirements with accuracy and a high standard of service.
• Identify reinvestment, incremental capital, and referral opportunities within the existing HNI and UHNI base; work with the IR team to convert into additional AUM.
C. Family Office Acquisition & Management
• Identify and develop relationships with Single and Multi-Family Office principals, investment committees, and advisors across Mumbai and key metros.
• Understand each Family Office’s mandate, governance structure, risk appetite, and decision-making process; tailor Arbour’s approach accordingly.
• Deliver investment-committee-grade presentations covering portfolio construction, credit risk, collateral framework, and Arbour’s track record.
• Position Arbour as a trusted, recurring alternative investment partner — not a one-time transaction.
• Coordinate internally to ensure Family Office onboarding, reporting, and servicing meets the elevated expectations of this segment.
D. Direct Fund Raising & Capital Mobilisation
• Drive and consistently achieve direct investor AUM and fund raising targets across HNI, UHNI, and Family Office segments.
• Execute direct investor engagement strategies across in-person meetings, exclusive roundtables, investment seminars, and curated networking events.
• Develop bespoke investment proposals, due diligence packages, and investor communication materials with the Investment and IR teams.
• Lead investor site visits, management meetings, and co-investment discussions to support capital commitment decisions.
• Represent Arbour at HNI and UHNI forums, Family Office summits, private wealth conferences, and networking events.
E. Investor Communication & Market Intelligence
• Provide proactive communication to prospects and committed investors — covering market context, fund performance, pipeline updates, and regulatory developments.
• Stay current with alternative investment trends, real estate credit dynamics, macroeconomic developments, and competitor activity.
• Gather investor sentiment and market intelligence; feed insights to investment and product teams to support fund positioning.
• Ensure seamless handover of committed investors to the IR team with continuity of relationship quality post-investment.
Qualification
• Postgraduate in Finance, MBA, Business Administration, or related discipline.
• CFA, CFP, or relevant investment certifications are a strong advantage.
Experience
• 8–10 years in direct fund raising, private banking, wealth management, or alternative investment sales with a direct investor mandate.
• Measurable track record of raising capital from HNI and UHNI investors — with evidence of AUM mobilised, average ticket sizes, and conversion rates.
• Proven experience converting Single and Multi-Family Offices into committed capital, including navigating investment committee processes.
• Prior experience raising for AIF, PMS, structured credit, private equity, or real estate fund products strongly preferred.
• Active, established network within the HNI, UHNI, and Family Office community in Mumbai. Reach into Delhi, Ahmedabad, or Pune is a strong advantage.
Core Competencies
• Deep understanding of HNI, UHNI, and Family Office investment decision-making, risk appetite, and due diligence process in the Indian alternative investment context.
• Exceptional communication, presentation, and negotiation skills — able to engage credibly at principal and investment committee level.
• Strong investment knowledge — comfortable discussing structured credit, real estate fundamentals, risk-return frameworks, and portfolio construction.
• High relationship discipline — proactive, consistent, and trustworthy with a portfolio of high-value direct investor prospects.
• Self-driven, entrepreneurial mindset to independently build and grow a direct investor pipeline in a target-oriented environment.
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