Capital Formation Senior Analyst

Aluna Partners; Greater London; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hands-on experience from day one

Collaborative work environment

BUPA enhanced level PMI

Job summary

A leading investment management firm in London seeks a Capital Formation Senior Analyst to support capital formation and deal closing for private credit strategies. The role involves preparing marketing materials, managing investor outreach, and representing the firm at industry events. Ideal candidates will have 3-5 years of experience in fundraising, a strong network of LPs, and advanced skills in PowerPoint and Excel. A bachelor's degree in finance is required. The position offers career progression and competitive compensation.

Qualifications

• 3–5 years of experience in capital formation or investor relations within private credit.
• Strong existing network of family offices and institutional investors.
• Solid understanding of private credit asset classes.

Responsibilities

• Support the full fundraising cycle from prospect identification to closing commitments.
• Prepare pitchbooks and investor decks with clarity.
• Manage scheduling and coordination of investor meetings.

Skills

Networking with family offices

Investor relations

PowerPoint proficiency

Excel proficiency

CRM systems knowledge

Education

Bachelor's degree in finance or related field

CFA or CAIA qualification

Tools

Salesforce

Job description

Location

London

Type

Full-time

Experience

3 to 5 years in fundraising track record from LPs investing in Credit Funds

Sector

Investment Management

About Us

Aluna Partners is a London-based firm providing integrated advisory, capital, and investment management solutions designed to support businesses at every stage of growth. The firm specializes in credit solutions, delivering flexible and scalable financing through Asset-Backed Finance and Trade Finance. Since inception, Aluna originated over US $150M in Asset-Backed Facilities. Aluna works closely with originators, SMEs, and lenders to structure securitized products, working capital facilities, and supply chain finance solutions that are tailored to operational requirements and aligned with long-term strategic objectives.

Through its investment management services, Aluna applies a disciplined, research-led approach built around a three-dimensional credit strategy: Preserve, Perform, Protect, aimed at generating resilient, all-weather returns. The firm focuses on private credit, constructing portfolios concentrated in asset-backed finance, and trade receivables. By partnering with trusted originators and institutional counterparties, Aluna emphasizes clarity, consistency, and long-term alignment, with a blend of performance-driven execution and responsible risk management.

The Role

The Capital Formation Senior Analyst will play a central role in supporting the founding partners throughout the full lifecycle of capital formation and deal closing for our private credit strategies.

The successful candidate will be directly involved in preparing marketing materials, coordinating investor meetings, managing outreach campaigns, and representing the firm at conferences, industry events, and investor gatherings.

This position demands an existing network of potential LPs, a background or tangible understanding of asset-backed finance and trade finance, strong soft skills and experience in creating and updating pitch decks. The ideal candidate will have hands‑on experience engaging with family offices and institutional Limited Partners across the UK, Europe, the US, and the GCC, and will be comfortable operating in a fast‑paced, entrepreneurial environment where professionalism, precision, and initiative are highly valued.

Key Responsibilities

• Work closely with the founding partners to support the full fundraising cycle, from prospect identification and investor outreach to closing commitments and follow-up.
• Prepare pitchbooks, investor decks, due diligence materials, and fund documentation, ensuring clarity and coherence across all communications.
• Manage scheduling and coordination of investor meetings, roadshows, and conference participation, including follow‑up tracking and reporting.
• Support the preparation and execution of investor events, annual meetings, and networking sessions in core fundraising regions.
• Conduct investor mapping and research to identify new capital sources among family offices, multifamily offices, private banks, and boutique institutions.
• Collaborate with investment, structuring, and compliance teams to align messaging with product strategy and regulatory requirements.
• Maintain CRM systems, track investor engagement metrics, and contribute to periodic fundraising and pipeline analysis reports.

Requirements

• 3–5 years of experience in capital formation, investor relations, or fund placement, preferably within private credit, asset‑backed finance, or structured finance.
• Strong existing network of family offices, HNWIs, and institutional investors, with the ability to leverage established relationships to support new fundraising initiatives.
• Solid understanding of private credit asset classes, including trade receivables, equipment leasing, SME financing, and securitized investments.
• Proven experience building relationships and pitching to investors across the UK, Europe, the US, and the GCC. Strong organizational and communication skills; ability to handle multiple concurrent workstreams directly with senior leadership.
• Advanced proficiency in PowerPoint, Excel, and CRM systems (Salesforce or equivalent).
• Bachelor's degree in finance, Economics, or related field; CFA or CAIA qualification beneficial.
• Driven, proactive, and comfortable working in a small, collaborative team with meaningful senior‑level exposure.

What We Offer

• Significant hands‑on experience from day one
• The opportunity to work directly with senior leadership and institutional investors
• A collaborative, ambitious, and high‑impact work environment in Mayfair
• Exposure to the full fundraising lifecycle
• Steep career progression
• Competitive fixed salary with deal‑closing‑based variable compensation
• BUPA enhanced level PMI and Cash plan with member benefits spanning free check‑ups, 24hr GP service, 40% discount on Hustle app with Gym discounts as well as discounts on high street retailers

If you’re someone who thrives in a fast‑paced environment and enjoys working with people, we’d love to hear from you.