Fund Sales Associate

We are working exclusively with a Private Credit UK Real Estate Firm to find a Fund Sales Associate. They are a emerging fund, with an impressive trajectory. To support this growth, they are looking someone to support the the Head of Funds and IR in fund raising. This individual will play a pivotal role in supporting the capital-raising function, managing relationships with existing investors, and identifying new sources of private and institutional capital.

Key responsibilities:

Capital Raising & Business Development

• Assisting in the execution of the firm’s fundraising strategy across UHNWIs, Family Offices, Pension and Insurance Institutes, Wealth Managers
• Maintaining and updating the CRM to track the investor pipeline and follow-up actions.
• Conducting market research to identify new potential capital partners interested in the UK real estate space
• Monitoring inbound leads from marketing activity, events, and website enquiries, ensuring timely follow‑up.
• Active Out-bound engagement to source new Investors, Linkedin, events, third party research.

Sales Collateral & Marketing

• Collaborating with the lending team to translate deal-flow data into compelling marketing materials (PPMs, Teasers, and Pitch Decks).
• Ensuring all sales communications are compliant with FCA financial promotion regulations
• Adapting company marketing materials where appropriate
• Responding to inbound client queries regarding fund performance, product features, documentation, and operational processes.

Required Skills and Competencies

• Minimum 2:1 academic degree with demonstrated academic excellence
• Knowledge and interest in the UK residential property market
• Excellent communication and commercial skills
• Strong numerical skills and proficiency with Excel and Powerpoint (for Pitch decks)
• Diligent and precise, with strong attention to detail
• Proactive with the ability to anticipate challenges and take initiative to solve problems
• Collaborative team player who thrives in a fast-growing environment
• Ability to work well under pressure to meet tight deadlines
• Eligible to work in the UK
• Has some exposure to operating in or is already FCA regulated in some capacity

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates