Qualifications for this Role

• Bachelor’s degree and 2+ years of experience in a client relations or sales environment; work in investment management preferred.

• Understanding of the private asset management landscape.

• Extremely organized with a passion for detail; you have to be analytical, organized, and disciplined to keep others organized and disciplined.

• Passionate dedication to client service and success – no job too big, no job too small mentality.

• Advanced in Excel and PowerPoint; experience in HubSpot or SalesForce preferred.

• Extreme self-starter, eager to work with autonomy and also broader support in a fast-paced, growth-oriented environment.

• High prioritization skills and excellent ability to manage multiple competing workflows with disciplined rigor.

• Is driven and humble. Takes his/her work very seriously, but doesn’t take themselves too seriously. Has high standards and grace. Desires to work with a fast-moving team that holds excellence in very high regard.

• Welcomes direct, candid feedback and is willing to offer the same to colleagues at all levels.

• Can build detailed systems to elegantly track large numbers of opportunities and push forward conversations.

• Entrepreneurial with a dedication to the detailed work necessary to accomplish our vision; no task too big and no task too small.

• Ready to accelerate and innovate on a bold, new, unique strategy.

• Finds resonance with the Sovereign’s Capital Vision, Mission, Virtues.

Job Duties and Responsibilities

• Develop and maintain our limited partner database and organize opportunities for fundraising.

• Prepare materials for investor meetings and ensure CRM records are accurate and up to date following conversations.

• Segment prospective and existing LPs across strategies to prioritize follow-ups and campaigns.

• Walk limited partners through the subscription process with warm, professional, and timely communication.

• Maintain and manage data rooms and respond to due diligence questionnaires and investor requests.

• Collaborate with Program Manager(s) to plan and execute investor events and content initiatives.

• Bear responsibility for managing the systems we have in place for client success (e.g., HubSpot, our fund administration platform, subscription platforms, etc.) alongside other IR personnel.

• Help to create marketing materials and maintain them.

• Assist with drafting and distributing quarterly investor reports and other regular communications.

• Meet with clients alone and with more senior team members.

• Travel as needed; work irregular hours as needed.

Compensation

• Competitive base salary commensurate with experience; possibility of annual bonus dependent on experience

• A strong benefit package, including medical benefits, 401k matching, all federal holidays, and unlimited leave

Vision: To join God’s restorative work by investing to glorify God, demonstrating love of neighbor, and create a community of others doing the same.

Mission: We exist to love God and love our neighbor through investing.

Virtues:

1) We are humble and actively faithful. (Active Faithfulness)

2) We encourage and equip each other. (Team Success)

3) We demonstrate committed partnership. (Partnership)

4) We cultivate a catalytic community. (Community)

5) Our excellence is a witness. (Investment Excellence)