Capital Formation Manager (Copenhagen)

Job summary

The role involves developing and managing relationships with family offices, high-net-worth individuals, and other investor groups, primarily focusing on private equity and venture capital offerings. The position requires positioning the company as a trusted partner through expert investment advice and networking, while also advising clients on portfolio construction and market developments.

Qualifications

• Degree in economics, finance, or a related field
• Relevant experience in capital formation, investor relations, wealth management, or similar fields
• Proven success in attracting new investors in the UHNWI and family office segments
• Strong network within the private wealth sector
• In-depth knowledge of private equity and venture capital
• Excellent organizational and project management skills
• Fluent in English and [market]

Responsibilities

• Initiate and manage relationships with potential investors
• Advise clients on investment strategies and market trends
• Develop innovative client outreach strategies
• Collaborate with the PE/VC investment team to enhance services
• Organize client outreach processes, including events and meetings
• Maintain and develop the CRM system for tracking client interactions
• Analyze market trends and competitor activities to identify new opportunities
• Represent the company at industry events and conferences

Skills

• Strong communication and interpersonal skills
• Entrepreneurial mindset with initiative and enthusiasm
• Ability to work independently and in a team-oriented environment

Education

• Degree in economics, finance, or a comparable field

Tools

• CRM systems for data management and reporting