• Develop and manage a pipeline of prospective investors across banks, philanthropic organizations, foundations, healthcare systems, higher education institutions, and other mission-aligned entities • Conduct proactive outreach, including meetings, calls, conference participation, and follow-up engagement to expand LFM’s investor base • Lead investor conversations and presentations, tailoring messaging to different audiences (e.g., CRA-motivated banks, foundations, corporate partners) • Advance prospective investors through the relationship lifecycle, from initial introduction through commitment • Contribute directly to annual fundraising goals and capital formation targets, in coordination with the VP, Fund Development • Support preparation and delivery of investor presentations, fund materials, and due diligence responses in coordination with Marketing, Legal, Compliance, and Fund Design teams • Manage the investor closing process, coordinating documentation and communication with internal and external stakeholders • Maintain ongoing communication with investors during fundraising cycles, ensuring timely responses and follow-up • Partner with Investor Relations to support pipeline updates, investor reporting touchpoints, and relationship continuity • Work closely with Fund Investments, Fund Management, and Investor Relations to ensure alignment between fundraising efforts and fund capacity, pricing, and deployment timelines • Coordinate internally to ensure accurate and consistent messaging regarding fund performance, impact metrics, and product positioning • Represent LFM in cross-platform discussions and contribute to broader “One LISC” engagement opportunities when appropriate • Exercise professional judgment in investor-facing communications without requiring routine oversight or message revision • Maintain accurate and up-to-date investor records, call logs, and pipeline tracking in Salesforce and other internal systems • Monitor progress against outreach and capital raising goals and provide regular updates to the VP, Fund Development • Support reporting and analytics related to investor engagement and fundraising performance.