Capital Formation & Investor Relations 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

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.