Capital Formation Associate

P2P; New York (NY); On-site; USD 130,000 - 150,000; Full time

Job summary

A financial investment firm in New York is looking for a Capital Formation Associate to join their sales execution team. This role plays a crucial part in fundraising efforts and requires 2-4 years of experience in capital raising within institutional settings, preferably in private equity or hedge funds. Responsibilities include organizing investor conferences, maintaining CRM records, and supporting marketing initiatives. The position requires working in the office four days a week and offers a salary range of $130,000 to $150,000.

Qualifications

• 2-4 years of experience in institutional capital raising, especially in private equity or hedge funds.
• Exceptional verbal/written communication and interpersonal skills are essential.
• Must be a self-starter with the ability to cultivate relationships.

Responsibilities

• Assist in planning and logistics for investor conferences and events.
• Maintain records in the CRM system (e.g., Salesforce).
• Coordinate schedules and travel for industry events.

Skills

Institutional capital raising

Communication skills

Relationship management

Project management

CRM proficiency

Education

Strong academic background at a highly ranked school

Tools

Microsoft Suite (Outlook, Word, PowerPoint, Excel)

Salesforce

HubSpot

Job description

Overview

Capital Formation Associate

Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem. Pantera launched the first cryptocurrency fund in the United States in 2013. The firm subsequently launched the first exclusively-blockchain venture fund. In 2017, Pantera was the first firm to offer an early-stage token fund. Pantera manages $4.5bn across three strategies – passive, hedge, and venture – exclusively focused on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.

We are seeking to expand our sales execution team by adding a Capital Formation Associate to support our global sales team and marketing efforts. The candidate will play a key role in fundraising Pantera Capital’s funds. This position requires a seasoned professional with experience in capital formation and marketing efforts in the alternative investments space. This role requires presence at least four days a week in our New York office or traveling for business.

Responsibilities

• Assist in the planning, logistics, and follow-up for investor conferences, roadshows, and group events.
• Maintain accurate and up-to-date records of investor and prospect information within the CRM system (e.g., Salesforce).
• Coordinate schedules, travel, and materials for team participation in industry events.
• Schedule and manage logistics for investor calls, internal sales meetings, and team syncs.
• Research attendee lists and background on key prospects or LPs to maximize meeting impact.
• Support the creation, coordination, and execution of investor mailing campaigns, including fund updates, newsletters, and marketing materials.
• Liaise with marketing, investor relations, and fund operations teams to ensure alignment on messaging, branding, and reporting.
• Assist with ad hoc projects, data requests, and reporting needs from senior leadership.

Qualifications

• 2-4 years of experience in institutional capital raising, with a proven track record of success. Experience in private equity, venture or hedge funds a plus.
• Strong academic background at a highly ranked school.
• Exceptional verbal/written communication and interpersonal skills.
• Extensive knowledge of hedge fund strategies and analytical methodologies is advantageous.
• Must be a self-starter who has proven ability to cultivate relationships and help improve overall client relationship process/structure.
• Attention to detail and concern for quantitative accuracy.
• Excellent personnel and project management skills
• Proficient in Microsoft Suite (Outlook, Word, PowerPoint, Excel) and CRM systems. Experience with Salesforce and HubSpot is a plus.

Salary range is provided as an estimate and will be determined based on the candidate's experience and qualifications.

Salary Range: $130,000 — $150,000 USD