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Moonfare

Platform for private equity access

Investor Relations Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeFrankfurt, GermanyNo salary listedIn-person

About the Job

Requirements

  • A Bachelor's or Master's degree in Finance, Business, Economics, or a related field is required.
  • At least 5 years of experience in investor relations, private markets, wealth management, or financial services is required.
  • Professional written and spoken proficiency in German and English is required.
  • Understanding of private markets, including private equity, venture capital, and alternatives, and portfolio construction principles is required.
  • A commercial mindset and a track record of contributing to revenue growth or client expansion are required.
  • Proficiency in portfolio planning and cash flow management is required.
  • Advanced Excel skills are required.
  • The ability to translate complex concepts into clear, compelling narratives in communication and presentations is required.
  • A high level of ownership, accountability, and attention to detail is required.
  • The ability to manage multiple priorities in a fast-paced, high-growth environment is required.

Responsibilities

  • Build, manage, and grow relationships with high-net-worth individuals, ultra-high-net-worth investors, and family offices while delivering a high-quality client experience.
  • Provide clients with insights, education, and guidance on private markets investments and portfolio construction.
  • Support and execute private equity fundraising initiatives, including investor outreach, follow-ups, and pipeline management.
  • Manage investor portfolios proactively, including conducting portfolio reviews and identifying optimization opportunities.
  • Identify and act on opportunities to contribute to revenue growth, including upsell and cross-sell initiatives.
  • Prepare client materials, including investment memos, reports, portfolio updates, and presentations.
  • Identify opportunities to improve internal processes and drive operational efficiency.
  • Collaborate with Product, Marketing, and Account Management teams to enhance the investor experience.

Desired Qualifications

  • An MBA or CFA is advantageous but not mandatory.

About the Company

Moonfare

Platform for private equity access

Moonfare helps individual investors and family offices access top-quartile private equity funds that were usually available to institutions. It sources high-performing private market funds and makes them investable through its platform, acting as an intermediary between private equity funds and clients. Clients invest via Moonfare, with Moonfare handling access, administration, and investment process, and earning fees for sourcing, access, and management. Moonfare differentiates itself by targeting top-quartile funds and providing a digital platform that democratizes private market exposure, backed by partnerships with Fidelity International and Deloitte, and by its role in coordinating the investment workflow for non-institutional investors. The company’s goal is to broaden exposure to private markets and deliver potential superior risk-adjusted returns for individual investors and family offices through curated private equity fund access.

Company size
201-500
Company stage
Series C
Total funding
$214.6M
Headquarters
Berlin, Germany
Founded
2016

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