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

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.