JMC Consultancy
I work with private wealth, consultancy, and investment firms on a fractional basis supporting investor relations, operations, and project delivery. I focus on improving investor communications, streamlining internal processes, and delivering strategic projects without the need for a full-time hire. I also help with automation, utilising AI, and improving workflows to make teams more efficient. My work includes investor outreach, fundraising support, operational improvements, and project management across teams. Core Responsibilities: - Manage and enhance investor relations processes, acting as a key point of contact for existing and prospective investors - Creation of AI driven automations and workflows - Prepare and oversee investor communications, including outreach, updates, presentations, and fundraising materials - Support capital raising efforts through coordination of due diligence materials and data rooms - Implement and optimise operational processes to improve efficiency, scalability, and governance - Lead and deliver strategic and operational projects from initiation through to execution - Coordinate across internal teams and external stakeholders to ensure seamless delivery - Maintain CRM systems and ensure accurate investor and pipeline tracking - Support senior leadership with reporting, planning, and execution of strategic initiatives
London, England, United Kingdom
Operations Consulting
—
—
No verticals classified
Process Implementation, File and Record Maintenance, Creation of Marketing Materials, Client Relationships, CRM maintenance , Financial Adminstration, Sales Literature, Marketing Literature, Fund administration, Client Onboarding, Application Processing, Fund Administration, Investment Administration, Daily Running, Project Management, Investment Operations, AI Automations & Workflows
—
—
1
2025
—
Prospects
No prospects linked to this account.
Outreach History
Outreach sequencing tables are not yet in Supabase.