The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Senior Investor Relations Manager (Impact Focus)
3-5 yearsSkills to master
- Mastering LP communication, leading due diligence workstreams, crafting compelling impact narratives, managing smaller fundraising projects.
You're ready to move on when
- Successfully led 2-3 significant LP relationships from initial contact to commitment.
- Consistently received positive feedback on the quality and speed of DDQ responses.
- Demonstrated ability to mentor junior team members and take ownership of complex tasks.
- Proven ability to present fund information clearly and persuasively to LPs.
- 2
Investment Professional (with strong client-facing experience)
4-6 yearsSkills to master
- Understanding fund structures, investment theses, and portfolio company operations from an investor perspective. Developing strong presentation and relationship management skills.
You're ready to move on when
- Experience working with LPs or external clients in an investment capacity.
- Strong grasp of financial modelling and investment due diligence processes.
- Demonstrated ability to communicate complex investment strategies clearly.
- A genuine passion for impact investing and its measurement.
- 3
Impact Measurement & Management Specialist (with IR exposure)
5-7 yearsSkills to master
- Translating complex impact data into investor-friendly language, understanding the fundraising cycle, and building relationships with external stakeholders.
You're ready to move on when
- Deep expertise in impact measurement methodologies and reporting frameworks.
- Experience presenting impact data to external audiences (e.g., board, investors).
- Demonstrated ability to collaborate effectively with investor relations teams.
- A keen interest in the commercial aspects of capital raising.