Senior Associate, Fund Raising and Portfolio Management

Posted 2 Days Ago
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Mumbai, Maharashtra
Senior level
Fintech • Payments • Financial Services
The Role
The role involves developing fundraising strategies, securing debt financing, managing investor relations, and analyzing investment opportunities with a focus on women-led enterprises and climate change.
Summary Generated by Built In

About Impact Investment Exchange (IIX)

Impact Investment Exchange (IIX) is a pioneer in impact investing, dedicated to reshaping finance for sustainable development. Over the past 15+ years, IIX has built the sustainable investing market through:

  • Capital Mobilization – Including the Women’s Livelihood Bond™ Series (6 listed bonds and growing).
  • Enterprise Technical Assistance – Supporting impact enterprises across Asia, Africa, and the Pacific.
  • Data & Impact Measurement – Leveraging IIX Values™, an impact verification tech solution.
  • Global Advocacy & Innovation – Such as the Orange Movement™, which integrates gender equality and climate action in financial markets.

Our Impact:

 Mobilized nearly $500M in private-sector capital
✅ Positively impacted over 160 million lives
✅ Avoided over 1.9 million metric tons of carbon
✅ Collected over 90,000+ data points on sustainable MSMEs

In 2024, IIX launched IIX Intelligence™, a global data hub evaluating gender diversity, ESG, and climate action among MSMEs. Our work has been recognized by accolades such as the Oslo Business for Peace Award and the UN Global Climate Action Award.

www.iixglobal.com

About the role

We are seeking a highly motivated and results-oriented Fundraiser and portfolio manager to join our dynamic team. In this role, you will be responsible for identifying, sourcing, and securing debt financing opportunities for the company. You will also play a key role in developing and implementing strategies to raise capital from various sources, including donor organizations, government bodies, banks, private firms, and institutional investors.

Key Responsibilities:

  1. Fundraising Strategy & Execution (40%):
    • Support the execution of fundraising strategies to raise capital for IIX’s impact investment funds and initiatives.
    • Assist in the preparation of high-quality fundraising materials, including pitch decks, investor reports, and impact-focused presentations.
    • engage with potential institutional investors, philanthropic organizations, and high-net-worth individuals who align with IIX’s mission and impact goals.
    • Foster relationships with current and prospective investors, ensuring ongoing engagement and communication.
  2. Investor Relations & Communication (20%):
    • Organize and support investor meetings, conferences, webinars, and roadshows, providing relevant documentation, performance reports, and analysis.
    • Facilitate the flow of information between investors, internal teams, and portfolio companies, ensuring alignment and transparency.
  3. Portfolio Management & Impact Monitoring (20%):
    • Conduct research, due diligence, and analysis for new potential investments, with a focus on businesses and projects that align with IIX’s impact criteria.
    • Track and analyse financial, operational, and impact data for portfolio companies, providing insights to management for strategic decision-making.
    • Assist in structuring impact investment deals and ensuring portfolio companies adhere to impact metrics and ESG (Environmental, Social, and Governance) standards.
    • Prepare regular impact reports, investment updates, and investor presentations, showcasing the performance and impact of IIX’s portfolio.
    • Maintain detailed records of fundraising activities, investor interactions, and portfolio performance metrics.
  4. Market Research & Analysis (20%):
    • Stay up-to-date on trends and best practices within the impact investment and sustainable finance sectors.
    • Conduct market research to identify new opportunities for investment in the impact space, including social enterprises, sustainable infrastructure projects, and climate-focused ventures.
    • Analyse industry developments and competitor activities, providing insights into the strategic direction of IIX’s funds and portfolio.

KPIs (Key Performance Indicators)

The success of this role will be measured by 

  • Fundraising Performance in terms of capital raised, number of investor engagements, and success rate of fundraising efforts
  • Timeliness and accuracy of investor updates, satisfaction score, and engagement levels
  • Quality of due diligence, portfolio performance tracking, and adherence to ESG & impact metrics
  • Identification of new investment opportunities, industry analysis, and strategic insights provided.

Preferred Qualifications:

  • CFA, relevant professional certifications are a plus.
  • Experience working in emerging markets or with businesses focused on social and environmental impact.
  • Knowledge of the social enterprise ecosystem and impact measurement tools.
  • Ability to work in a multicultural, diverse, and globally dispersed environment.
  •  3-6 years of experience in investment banking, private equity, or a related field. 
  • Excellent communication and interpersonal skills.
  • Strong networking and relationship-building abilities.
  • Proven track record in fundraising or sales.
  • Passion for the organization's mission and goals. - Aligning with PREM values
  • Ability to work independently and as part of a team.
  • Strong understanding of debt financing instruments and markets.
  • Strong negotiation and communication skills.
  • Self-motivated and results-oriented with the ability to work independently
  • Experience with financial modeling software such as Excel and PowerPoint.
  • Knowledge of legal and regulatory requirements related to debt financing.
  • Experience working with international investors.

Start Date:  Immediate

Why Join IIX?

💡 Hands-on exposure to impact investing and sustainable finance
🌍 Opportunity to drive global change in gender equality and climate action
📈 Fast-track professional growth with training, mentorship, and leadership opportunities
🤝 Work with leading institutions – from UN agencies to top financial institutions

At IIX, we look for individuals who are:

✔ Passionate – Dedicated to impact investing and social finance
✔ Resilient – Able to navigate challenges in emerging markets
✔ Equitable – Committed to maximizing measurable social and financial impact
✔ Maverick – Independent, innovative, and bold in their approach

Application Process

📩 Submit your cover letter & resume
🔎 Only shortlisted candidates will be contacted.
🔒 Your personal data will be used strictly for recruitment purposes.

IIX is an equal opportunity employer  

Top Skills

Excel
PowerPoint
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The Company
Sydney, New South Wales
96 Employees
On-site Workplace
Year Founded: 2009

What We Do

Impact Investment Exchange (IIX) bridges the gap between finance and development. IIX is a core member of the International Capital Markets Association, a strategic member of IMP Impact Measurement and Management Practice, and a part of the BAPPENAS Advisory Committee on Blue Finance. We are also proud to be affiliated with the World Economic Forum Social Enterprise Alliance, UNICEF Child Bond Working Group, the Global Impact Investing Network (GIIN) and the Asian Venture Philanthropy Network (AVPN). As a pioneer of impact investing, we build pathways to connect the Wall Streets of the world with the backstreets of underserved communities by measuring and unlocking investment capital. We achieve sustainable development and equitable growth through working with investors, entrepreneurs and ecosystem partners to raise capital, empowering stakeholders with rigorous advice/research for sound actions, and pushing the impact investing space from the margins to the mainstream. Our activities focus on three key pillars that we believe are crucial to creating a better world: promoting gender equality, driving climate action and building vibrant, resilient communities. With our work we aim to impact 100 million lives by 2025. IIX is based in Singapore and operates globally

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