Capital Formation Associate (Alternative Investments)

Coda Search│Staffing; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Coda Search│Staffing is seeking a Capital Formation Associate for a prestigious Private Investment Fund in New York City. This role involves driving product marketing plans, developing client relationships, and enhancing capital raising efforts.

The ideal candidate should have at least 2 years of experience in Private Equity or Investor Relations, strong proficiency in Salesforce and Excel, and excellent communication skills. The position is critical for maintaining investor relations and creating impactful marketing materials.

Qualifications

• 2+ years of experience in Private Equity, Investor Relations, or similar.
• Excellent modeling skills and transaction experience preferred.
• Ability to work in a fast-paced environment.

Responsibilities

• Assist with North American client sales & marketing efforts.
• Prepare client presentations and materials for investor meetings.
• Enhance firm’s capital raising and investor experience.

Skills

Private Equity/Investor Relations experience

Proficiency in Salesforce

Advanced Excel skills

Strong communication skills

Data analytics capabilities

Education

Bachelor’s Degree

Tools

Microsoft Office

Salesforce

Excel

PowerPoint

Job description

Our client is a prominent, well-respected Private Investment Fund currently seeking to add a Capital Formation Associate to their growing NYC Team.

This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing agenda with regards to new client development. Ideal individual should be well versed with fund marketing, client development, product messaging and alternative investments.

Investment Banking experience strongly encouraged

Responsibilities

• Assist with North American client sales & marketing, efforts, investor servicing and client relations and for firm
• Prepare client presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
• Prepare board-level presentations and updates for internal and external stakeholders.
• This role will be responsible for enhancing the firm’s efforts around capital raising and investor experience
• Research and provide market color with respect to potential investment opportunities
• Create marketing materials & pitch books with regards to firms investment opportunities
• Collaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials for both internally and externally use.
• Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across all marketing channels
• Identifying opportunities to enhance the strategic vision by gathering and analyzing field feedback and collaborating with partners across the organization
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree with at least 2+ years of directly Private Equity/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset Management
• Proficiency in Microsoft Office, particularly Salesforce and Excel (Superior Modeling /Transaction Experience Strongly preferred)
• Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• Comfortable working in a fast-paced, dead-line driven dynamic environment