Capital Introduction Specialist

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

Job summary

Career Launch AI in New York, NY is seeking a Capital Introduction Specialist to identify and introduce potential investors to private funds and institutional opportunities, support the capital raising process, and facilitate strategic relationships with high‑net‑worth and institutional clients.

The role emphasizes investor engagement, relationship management, and coordination between fund managers and investment teams.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Strong interest in private capital, fundraising, and institutional investor engagement.
• Understanding of fund structures and capital raising processes.
• Excellent relationship management and communication skills.
• Ability to manage multiple investor relationships simultaneously.

Responsibilities

• Identify, research, and qualify potential investors for private funds, alternative investments, and institutional capital initiatives
• Facilitate introductions between investors and fund managers or investment teams
• Support the capital raising process by preparing pitch materials, presentations, and due diligence documentation
• Maintain accurate records of investor interactions, follow-ups, and pipeline activity in CRM or investor management platforms
• Assist with investor onboarding, documentation, and capital commitment tracking
• Monitor fundraising performance and provide insights to senior leadership on investor engagement trends
• Collaborate with portfolio, operations, and investor relations teams to ensure timely and accurate investor communications
• Organize and coordinate investor events, calls, and meetings to strengthen engagement
• Prepare reports and dashboards summarizing introductions, pipeline activity, and investor insights

Skills

Relationship management

Presentation skills

Communication skills

Organizational skills

Education

Bachelor's degree in Finance, Economics, Business, or a related field

Tools

Excel

PowerPoint

CRM

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 Specialist 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 that focus on investor introductions, capital raising support, and relationship management.

Actual openings may vary based on fund type, investor base, asset class focus, and capital introduction strategy.

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

Position Overview

Capital Introduction Specialists support investment and fund teams by identifying and introducing potential investors to investment opportunities, assisting with the capital raising process, and facilitating strategic relationships.

The role emphasizes investor engagement, relationship management, and coordination between fund managers and institutional or high-net-worth clients. Specialists work closely with fundraising, investor relations, and portfolio teams to drive investor participation and commitments.

Key Responsibilities

Identify, research, and qualify potential investors for private funds, alternative investments, and institutional capital initiatives

Facilitate introductions between investors and fund managers or investment teams

Support the capital raising process by preparing pitch materials, presentations, and due diligence documentation

Maintain accurate records of investor interactions, follow-ups, and pipeline activity in CRM or investor management platforms

Assist with investor onboarding, documentation, and capital commitment tracking

Monitor fundraising performance and provide insights to senior leadership on investor engagement trends

Collaborate with portfolio, operations, and investor relations teams to ensure timely and accurate investor communications

Organize and coordinate investor events, calls, and meetings to strengthen engagement

Prepare reports and dashboards summarizing introductions, pipeline activity, and investor insights

Preferred Qualifications

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

Strong interest in private capital, fundraising, and institutional investor engagement

Understanding of fund structures, capital raising processes, and alternative investments (preferred but not required)

Excellent relationship management, presentation, and communication skills

Strong organizational skills and ability to manage multiple investor relationships simultaneously

Proficiency in Excel, PowerPoint, and CRM or investor management platforms

Detail-oriented, proactive, and collaborative with the ability to support senior team members effectively

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 for capital raising, investor engagement, and fund introduction positions

Resume and profile optimization for investment and fund teams

Guidance on outreach to investors, fund managers, and institutional clients

Interview preparation for capital introduction, fundraising, and analytical assessments

To learn more or express interest in capital introduction opportunities, visit:
https://www.careerlaunch.ai/