Analyst, Capital Formation

Trinity Capital; Phoenix (AZ); On-site; USD 65,000 - 100,000; Full time

Job summary

Trinity Capital seeks an Analyst to support Private Fund Capital Formation as part of Trinity’s managed funds platform. The role focuses on product development, fundraising, relationship management, and client servicing across private fund offerings.

The analyst will work closely with the Head of Capital Formation and Head of Investor Relations to deliver investor communications and reports. The ideal candidate is organized, proactive, and able to synthesize complex information into clear

Qualifications

• 1-3 years experience in alternatives fundraising or investor relations or related function.

Responsibilities

• Support fundraising initiatives across investor and consultant relationships; assist with logistics and materials.
• Draft and edit investor communications and presentations for public and private fundraising.
• Conduct market research and competitive analysis to inform IR strategy.
• Coordinate with Head of Capital Formation on product development and fundraising activities.

Skills

Fundraising support

Investor relations

CRM systems

Relationship management

Analytical thinking

Project management

Proactive self-starter

Education

Bachelor's degree in Finance/Economics

Tools

eVestment

Preqin

IR platforms (Irwin)

Job description

Trinity Capital is seeking a motivated Analyst to support Private Fund Capital Formation as part of Trinity’s managed funds platform. This is a unique opportunity to shape the future of a growing organization at the intersection of innovative companies and private markets. The new hire will primarily work with Trinity’s Head of Capital Formation on product development, fundraising, relationship management, and client servicing across the firm’s suite of private fund offerings. They will shape product offerings, bring funds to market, manage relationships with institutional and retail investors, execute investor and consultant due diligence, prepare key reports, and deliver best-in-class investor client service. In addition, they will support Trinity’s Head of Investor Relations to shape investor communications, manage relationships, and deliver key analysis as part of Trinity’s Investor Relations strategy.

The ideal candidate is hard-working, communicative, intellectually curious, and thrives in a fast-paced environment where they can make a tangible impact across initiatives critical to the future of the firm. Success in this role requires the ability to be highly organized, communicate well, project manage competing priorities, and the ability to synthesize complex information into clear, compelling materials for internal and external stakeholders.

This role is 100% onsite in downtown Phoenix, AZ.

Responsibilities:

Capital Formation – Private Funds

• Support fundraising initiatives across investor and consultant relationships; pre- and post-meeting logistics, CMR maintenance, briefings, roadshow preparation, investment context, and recent activity
• Conduct targeting and prospecting (using tools such as eVestment, Preqin, etc.) to new institutional targets across public and corporate pensions, sovereign wealth funds, foundations and endowments, family offices, insurance companies, and asset managers
• Support the development of fundraising infrastructure at Trinity Capital; including the implementation of tools, analytics, processes, and relationships that support capital formation - define workflows, promote adoption, and own day-to-day data hygiene.
• Support fundraising plans and execution of fundraising; supporting relationship management and investor relations practices, with the opportunity for meaningful role and career growth in both segments

Additional Support for (NYSE: TRIN) Public Investor Relations

• Assist in drafting and editing key public communications including press releases, earnings scripts, shareholder letters, and investor presentation decks.
• Conduct peer-benchmarking and competitive analysis (e.g., valuation comps, messaging, disclosure trends) to inform IR strategy.
• Contribute to the execution of Trinity’s quarterly earnings process: support Q&A prep, draft talking points, and coordinate post-call follow-ups.
• Manage public investor targeting efforts using Irwin and other IR platforms.
• Produce and manage Trinity’s monthly investor newsletter including content drafting, layout, and distribution logistics.
• Assist in special projects, including all communications, investor day planning, data analytics, and research initiatives.

Characteristics

• Self-starter, proactive, highly driven, with a strong attention to detail, and ability to project manage a pipeline of responsibilities. Demonstrated resilience, resourcefulness, and a team-first mindset
• High emotional intelligence with the ability to work collaboratively across teams and manage external relationships with professionalism; strong interpersonal skills
• Intellectually curious, strong desire to learn, proactive, entrepreneurial, and self-motivated
• High level of humility, professionalism, and selflessness
• Analytically rigorous with sound business judgment

Experience:

• 1-3 years of alternatives fundraising, investor relations, or a closely related function;
• Exposure to US-based institutional investors and/or investment consultants
• Working knowledge of alternative investment strategies, including private credit, and foundational knowledge of financial analysis, capital markets, and investment concepts
• Experience with CRM systems and prospect research tools
• Highly organized and proactive; comfortable taking initiative in a dynamic environment
• Strong written and verbal communication skills; ability to display and convey complex information clearly, including ability to translate financial and operational concepts into clear, compelling messaging.
• Familiarity with private credit, BDCs, or alternative asset management preferred.
• Professional presence, sound judgment, and discretion in investor-facing settings

Other:

• Minimal travel required (10% or less)

Physical Requirements:

• Ability to sit, stand, talk, utilize a computer, and read computer screens for extended periods of time
• Ability to lift up to 20 lbs.

Trinity is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity, or any other characteristic protected by law.

Trinity Capital Inc. (Nasdaq: TRIN) is an international alternative asset manager that seeks to deliver consistent returns for investors through access to private credit markets. We are looking for a motivated professional to join our world-class team as a Capital Formation Analyst. This is a high-impact role within a rapidly growing managed funds platform, responsible for supporting fund product development, investor relationship management, and capital formation strategy, and partnering closely with firm leadership to bring new private fund offerings to market and deliver elevated investor service.