Associate, Capital Formation & Investor Relations

Landing Point; Washington (District of Columbia); On-site; USD 125,000 - 175,000; Full time

Job summary

Landing Point, a DC-based private markets platform, seeks a Capital Formation & Investor Relations Associate to support fundraising and IR activities in a fast-paced environment.

You will manage CRM data, coordinate investor communications, and assist with diligence materials and onboarding processes.

Qualifications

• Bachelor's degree and strong academic credentials.
• 2–4 years in investor relations, capital formation, or related financial services roles.
• Exposure to private markets, fundraising, or institutional investors preferred.
• Proficiency with PowerPoint, Excel, and CRM systems.

Responsibilities

• Maintain CRM data integrity, pipeline reporting, investor activity tracking, and fundraising analytics.
• Support fundraising through meeting prep, follow-up, prospect research, compliance documentation, and opportunity tracking.
• Coordinate DDQs, RFPs, diligence requests, and investor onboarding processes.
• Maintain investor data room materials, fundraising collateral, presentations, and marketing content.
• Prepare meeting materials, briefing notes, call summaries, and follow-up items.
• Conduct prospect, consultant, market, and competitive research.
• Support quarterly investor communications, reporting processes, and ad hoc investor requests.
• Coordinate conferences, investor meetings, roadshows, and strategic events.
• Leverage technology and AI tools to improve workflows, reporting, and operational efficiency.
• Assist with special projects and strategic initiatives across the Investor Relations function.

Education

Bachelor's degree

Tools

PowerPoint

Excel

CRM

Job description

Company Overview: A D.C.-based private markets platform based is seeking a Capital Formation & Investor Relations Associate to support its fundraising and investor relations activities.

Job Responsibilities:

• Maintain CRM data integrity, pipeline reporting, investor activity tracking, and fundraising analytics.
• Support fundraising initiatives through meeting preparation, follow-up coordination, prospect research, compliance documentation & tracking, and opportunity tracking.
• Coordinate and draft responses to DDQs, RFPs, diligence requests, and investor onboarding processes.
• Maintain investor data room materials, fundraising collateral, presentations, and marketing content.
• Work with underlying GP partners on ad hoc projects.
• Prepare meeting materials, briefing notes, call summaries, and follow-up action items.
• Conduct prospect, consultant, market, and competitive research.
• Support quarterly investor communications, reporting processes, and ad hoc investor requests.
• Coordinate conferences, investor meetings, roadshows, and strategic events.
• Leverage technology and AI tools to improve workflows, reporting, and operational efficiency.
• Assist with special projects and strategic initiatives across the Investor Relations function.

Qualifications:

• Bachelor's degree with strong academic credentials.
• 2-4 years of experience in investor relations, capital formation, placement agency, private markets, asset management, investment banking, consulting, business development, or related financial services roles.
• Exposure to private markets, alternative investments, fundraising, or institutional investors strongly preferred.
• Strong PowerPoint, Excel, and CRM capabilities

Compensation:

Salary: $125,000 - $175,000, Plus Bonus