Capital Introduction Manager

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services firm in New York is looking for a Capital Introduction Manager to facilitate connections between investment managers and institutional investors. This role requires strong relationship management skills and knowledge of capital markets. The ideal candidate will develop relationships with investors, advise on fundraising strategies, and collaborate with investment teams. The position offers a competitive compensation package ranging from $140,000 to $185,000 annually, reflecting the expertise in institutional investing required for success.

Qualifications

• Bachelor’s degree in a relevant field is essential.
• Experience in capital introduction or institutional sales is preferred.
• Strong understanding of investor landscape required.

Responsibilities

• Develop and maintain relationships with institutional investors.
• Coordinate investor meetings, roadshows, and introductions.
• Ensure compliance with regulatory and internal policies.

Skills

Relationship management and networking skills

Excellent communication and presentation abilities

Strong organizational skills with attention to detail

Understanding of hedge fund strategies

Proficiency in Excel

Education

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

Tools

CRM systems

Investor databases

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 Manager 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 roles focused on connecting investment managers with institutional investors, supporting capital raising, and strengthening long-term investor relationships.

Actual openings may vary based on employer type (prime brokers, investment banks, hedge funds, asset managers), asset class focus, and investor coverage model.

Position Overview

Capital Introduction Managers facilitate introductions between investment managers and prospective investors by leveraging institutional networks, market insight, and relationship management expertise. The role blends capital markets knowledge, client advisory, and strategic relationship building to support fundraising and asset growth.

These roles often involve close collaboration with portfolio managers, investor relations teams, prime brokerage, sales, and senior leadership.

Key Responsibilities

• Develop and maintain relationships with institutional investors, allocators, and family offices
• Introduce hedge funds and asset managers to relevant prospective investors
• Advise managers on fundraising strategy, investor positioning, and market trends
• Coordinate investor meetings, roadshows, conferences, and one-on-one introductions
• Maintain detailed records of investor interactions and capital introduction activity
• Collaborate with investment teams to understand strategies, performance, and differentiation
• Track capital raising progress, investor feedback, and pipeline metrics
• Prepare marketing materials, investor summaries, and tailored outreach content
• Ensure all capital introduction activities comply with regulatory and internal policies
• Monitor industry trends, allocator behavior, and fundraising conditions

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Experience in capital introduction, prime brokerage, investor relations, or institutional sales
• Strong understanding of hedge fund strategies and institutional investor landscape
• Proven relationship management and networking skills
• Excellent communication and presentation abilities
• Strong organizational skills with attention to detail
• Proficiency in Excel and CRM systems; familiarity with investor databases is a plus
• Ability to manage multiple relationships and initiatives simultaneously
• Strong interest in fundraising, capital markets, and allocator behavior

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 capital introduction and prime brokerage teams
• Interview preparation for fundraising, capital markets, and institutional sales roles

To learn more or express interest in capital introduction and investor-facing roles, visit: Career Launch AI Talent Network