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Capital Formation Lead

2 months ago
United States
Full-time
Junior
Business Development
Sales and Business Development
Apply Now
Point

Point

Point is a leading home equity platform that offers homeowners up to $500k through Home Equity Investments (HEI) with no monthly payments. By buying a fraction of properties, Point empowers homeowners to access the wealth locked in their home equity. W...

Real Estate
251-1K
Founded 2015
$169M raised
View All Jobs 10

Description

  • Build and maintain relationships with investors across family offices, endowments and foundations, and pension groups.
  • Organize and participate in calls, meetings, and events with current and prospective investors.
  • Track outreach activity and manage investor engagement using the firm’s CRM system.
  • Maintain the quarterly sales plan and monitor fundraising goals and pipeline progress.
  • Provide regular updates to senior management on activity, pipeline, feedback, and fundraising progress.
  • Oversee outbound marketing activities directed toward investors.
  • Represent Point at investor conferences and events.
  • Refine investor-facing materials, including case studies, diligence responses, presentations, and write-ups.
  • Work with Investor Operations and Legal to move deals from term sheet to close.
  • Collaborate across the organization on capital formation, investor operations, and related initiatives.

Requirements

  • 2+ years of experience in a client-facing financial services or investor-focused role.
  • Experience working in a fast-paced environment.
  • Strong relationship-building skills with experience engaging investors through meetings, calls, and events.
  • Excellent verbal and written communication skills with the ability to create clear, compelling presentations and investor materials.
  • Solid financial and analytical acumen, including familiarity with financial reporting, valuation concepts, market research, and capital markets.
  • Strong organization and attention to detail while managing multiple priorities.
  • Experience collaborating with cross-functional partners in finance, legal, marketing, and operations.
  • Sound problem-solving skills and professionalism when handling investor inquiries and challenging situations.
  • Proficiency with CRM systems, investor relations software, and financial databases.
  • Comfort educating investors on performance, strategy, and outlook; experience with institutional investment landscape is preferred.

Benefits

  • Comprehensive medical, dental, and vision insurance with FSA and HSA options.
  • Unlimited paid time off plus 10 company holidays.
  • Flexible remote work, with the option to work fully remote or from the downtown Palo Alto HQ.
  • Fully paid parental leave, including supplemental pay around state PFL and transition time.
  • Meaningful equity in the company.
  • 401(k) retirement plan plus life insurance and short- and long-term disability coverage.
  • Monthly stipends for internet, mobile plans, and wellness perks, plus a home office reimbursement and company-provided equipment.
  • Annual base salary of $200,000 to $225,000 for all US metro areas.

Interested in this position?

Apply directly on the company website

Apply Now

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