Capital Introduction Associate

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services firm based in New York is seeking a Capital Introduction Associate to support fundraising efforts and investor relations. The role involves researching potential investors, managing the investor pipeline, and preparing materials for client interactions. Ideal candidates will have a Bachelor’s degree, strong research and organizational skills, and experience with CRM systems like Salesforce. This position offers a competitive salary and opportunities for growth in a dynamic environment.

Qualifications

• Understanding of private markets, hedge funds, private equity, or asset management processes.
• Ability to manage multiple priorities in a fast-paced environment.
• Interest in investor relations and capital raising.

Responsibilities

• Research and identify potential investors.
• Assist in managing the investor pipeline with CRM systems.
• Support preparation of investor-facing materials and presentations.
• Coordinate investor meetings and virtual events.
• Track fundraising activities and provide regular reporting.
• Collaborate with investment teams for investor insights.
• Ensure compliance with regulatory policies.

Skills

Research skills

Analytical skills

Organizational skills

Communication skills

CRM platform experience

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Salesforce

Microsoft Office (Excel, PowerPoint)

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Capital Introduction Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in capital raising, investor relations, and fundraising support within private markets.

Actual openings may vary based on employer type (hedge funds, private equity, venture capital, private credit, or asset managers) and investor focus (institutional, family offices, or high-net-worth individuals).

For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/

Position Overview

Capital Introduction Associates support fundraising and investor relations teams by helping identify, engage, and track prospective investors. This role focuses on facilitating connections between fund teams and potential limited partners, supporting capital-raising initiatives, and managing investor communications.

Associates work closely with senior leadership, investment teams, and marketing/IR departments to streamline fundraising efforts, track investor activity, and provide insights into investor engagement.

Key Responsibilities

• Research and identify potential investors, including institutional investors, family offices, and high-net-worth individuals
• Assist in managing the investor pipeline and maintaining CRM systems with detailed investor interactions and activity tracking
• Support the preparation of investor-facing materials, presentations, and marketing collateral
• Coordinate investor meetings, roadshows, and virtual events, including scheduling and logistical support
• Track fundraising activities and provide regular reporting on investor engagement, pipeline progress, and metrics
• Collaborate with investment teams to provide investor insights and support fundraising strategy
• Ensure compliance with all regulatory and internal policies in communications with investors

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Understanding of private markets, hedge funds, private equity, or asset management fundraising processes
• Strong research, analytical, and organizational skills
• Excellent written and verbal communication skills for investor-facing interactions
• Experience with CRM platforms (e.g., Salesforce) and Microsoft Office (Excel, PowerPoint)
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Interest in investor relations, capital raising, and client engagement

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to investor relations and fundraising teams

Interview preparation for capital introduction and investor engagement assessments

To learn more or express interest in capital introduction and investor relations roles, visit: https://www.careerlaunch.ai/