Capital Markets Associate/Senior Associate

ImpactAlpha; San Diego (CA); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

HSA or FSA

PTO & holidays

401(k) retirement plan

Life Insurance

Employee Assistance Program

Hybrid work arrangement (onsite 3 days

Relocation assistance

Job summary

Founders First Capital Partners, Inc. seeks a Capital Markets Associate/Senior Associate to join its rapidly expanding department.

This role handles capital raises from diligence through closing, coordinating across Finance, Impact Lending, and Marketing to deliver investor-ready responses. You will work closely with the CEO and Department Head, developing expertise across capital formation, investor relations, and fundraising strategy while building strong relationships with institutional

Qualifications

• Three to seven years of professional experience in investment banking, investor relations, capital formation, wealth management, management consulting, or related financial services.

Responsibilities

• Manage investor diligence and closing activities across Finance, Impact Lending, and Marketing teams.
• Drive fund-level financial modeling and investor-facing positioning with Finance teams.
• Maintain dataroom materials for investor access and transparency.
• Structure future fund vehicles with CEO and Department Head, coordinating launch preparations.
• Lead investor subscriptions and closings, coordinating with legal on documentation and KYC/AML; ensure on-time closing.
• Develop fundraising verticals focusing on RIAs, wealth managers, and OCIO firms; nurture intermediary relationships.
• Develop outreach strategies and cultivate prospects through warm introductions and events, ensuring securities-law compliance.
• Lead approvals on investment platforms; manage due diligence questionnaires and research reviews.
• Maintain CRM investor data accuracy and report progress against goals to leadership.
• Provide market insights to leadership on trends, opportunities, and risks for firm development.
• Oversee investor reporting, regulatory notices, financial statements, and tax documents for clarity and transparency.
• Support Board and Investor Day prep with structured engagement opportunities for institutional investors.
• Lead consent requests to reach fund operation thresholds.
• Coordinate quarterly investor newsletters with Marketing for ongoing brand relevance.
• Assist in annual impact reports and regional reports with strategic themes and reviewer input.
• Develop investor-facing fundraising materials to position the firm within impact investing.
• Support research to identify new prospect investors and market opportunities.
• Coordinate with Technology on CRM dashboards for internal reporting.
• Support marketing in issuing industry awards, press releases, and media opportunities.

Skills

Investment banking

Investor relations

Financial modeling

Excel proficiency

Communication skills

Project management

Detail oriented

Team player

Strategic thinking

Education

Bachelor's degree

Tools

CRM (Salesforce)

Excel

PowerPoint

Job description

About Founders First Capital Partners

Founders First Capital Partners, Inc. (FFCP) is an industry leader in providing growth capital and advisory services to small businesses in underinvested communities across the United States. The firm specializes in Revenue-Based Financing and other innovative growth debt products, offering patient, non-dilutive financing solutions that enable service-based companies to scale toward the mid-market while creating quality jobs and building wealth in economically underserved regions. The organization is supported by a distinguished network of leading impact investors and financial institutions, including the Surdna Foundation, Rockefeller Foundation, MacArthur Foundation, W.K. Kellogg Foundation, Marguerite Casey Foundation, Kauffman Foundation, Deutsche Bank, Sunrise Banks, Spring Point Partners, Pivotal (a Melinda French Gates company), and wealth management firms such as Reynders McVeigh Capital Management. This diverse investor base reflects the firm’s commitment to combining inclusive growth with financial returns. The firm has demonstrated significant momentum in recent years, particularly with the launch of Change Catalyst Fund II in 2026, its third managed debt fund structured as a multi-tranche facility. As of October 2026, the fund has raised over $19 million with strong investor interest and is projected to create $44 million in wealth across underinvested communities. The firm is actively working toward its goal of raising and deploying $100 million to underinvested small businesses by 2030, positioning itself as a key player in the impact investing landscape focused on economic mobility through entrepreneurship.

About this Role

This Capital Markets Associate/Senior Associate position represents a pivotal opportunity to join Founders First’s newest and fastest-growing department, which mobilizes debt, equity, and catalytic capital to advance economic mobility through inclusive business growth. Reporting directly to the Associate Director of Capital Markets (Department Head), this high-growth role is designed for an analytically strong, relationship-minded professional ready to drive the firm’s scale and impact. The successful candidate will be responsible for the technical execution of the firm’s capital raises, spanning from initial investor diligence and comprehensive financial analysis through final closing. This role offers a clear growth path toward owning investor relationships independently over time, with the opportunity to contribute meaningfully to the firm’s mission. The position involves managing multiple complex responsibilities across three primary areas: due diligence and closing activities, intermediary channel development, and existing investor relations, with additional departmental and firm-building support as capacity allows. Working alongside the CEO and Department Head as Relationship Owners, the hired individual will develop expertise across the full spectrum of capital formation while building the relationships and institutional knowledge necessary for career advancement. The role is positioned at an exciting inflection point for the organization, with newly launched funds gaining momentum and new fundraising verticals launching to reach institutional investors through intermediaries such as wealth managers and registered investment advisors.

Responsibilities

• Manage investor financial, operational, and impact diligence for Relationship Owners’ prospects, coordinating across Finance, Impact Lending, and Marketing teams to deliver investor-ready responses
• Drive fund-level financial modeling, led in partnership with Finance and Impact Lending teams, and lead supplemental analysis and investor-facing positioning
• Maintain, update, and continually improve dataroom materials, positioned strategically and transparently for investor access
• Work with CEO, Department Head, and external consultants in structuring of future fund vehicles, conducting analysis, coordinating launch preparation, and offering insights that balance stakeholder interests
• Lead new investor subscriptions and closings, coordinating with legal counsel on documentation, KYC/AML/eligibility verification, and follow-up to ensure on-time closing
• Help launch new fundraising verticals focused on registered investment advisors (RIAs), wealth managers, and OCIO firms, building on existing intermediary relationships with scope tailored to experience level
• Develop outreach strategy and cultivate prospects through warm introductions, targeted outreach, and participation in relevant events, maintaining compliance with securities law
• Lead the firm’s approval process on investment platforms, including managing due diligence questionnaires and conducting research reviews
• Maintain the intermediary pipeline in CRM systems and report progress against established goals to leadership
• Channel market insights and industry intelligence to leadership on trends, peer activities, opportunities, and emerging risks to support continued firm development
• Serve as primary contact for existing investors’ reporting and operational requests, maintaining attention to detail and ensuring strong, positive partnerships
• Review and distribute investor reporting, regulatory notices, financial statements, and tax documents, ensuring final deliverables are investor-ready and balance clarity, accuracy, and transparency
• Collaborate with CEO and Department Head to support preparation for Board and investor meetings, drive the firm’s Annual Investor Day, and develop structured engagement opportunities for institutional-quality investor experiences
• Lead consent requests and coordinate other investor approvals to reach thresholds required for fund operations
• Own and maintain accuracy of all existing investor contact information in CRM records
• Collaborate with Marketing to coordinate quarterly investor newsletter development, supporting nurturing and continued brand relevance in the impact investor market
• Collaborate with Impact Reporting Lead and Department Head on annual impact reports and regional impact reports, developing strategic themes, drafting content, and providing review to meet investor expectations
• Develop and update investor-facing fundraising materials, positioning the firm effectively within the impact investing landscape
• Support Relationship Owners with research to identify net new prospect investors and market opportunities
• Coordinate with Technology team on investor CRM platform management and develop dashboards for internal reporting and tracking
• Coordinate with Marketing on identification and submission of relevant industry recognition awards, press releases, and media opportunities
• Support Department Head, leadership team, and external consultants with strategy projects including research and development, competitive analysis, and industry learning opportunities as capacity allows

Requirements

• Passion for Founders First’s mission of advancing economic mobility through inclusive entrepreneurship and innovative finance
• Three to seven years of professional experience in investment banking, investor relations, capital formation, wealth management, management consulting, or related financial services
• Bachelor’s degree, ideally in economics, business, finance, or a related field
• Strong financial modeling and analysis skills, including advanced Excel proficiency, paired with fluency to interpret firm- and fund-level financials and explain credit and impact performance clearly
• Exceptional written and verbal communication skills, alongside critical thinking abilities, to turn complex data into clear, compelling, investor-ready materials
• Highly organized and detail-oriented with proven project management skills to run multiple processes and deadlines independently
• Proactive problem-solving mindset committed to identifying gaps and proposing solutions pre-emptively to support firm building
• Team-first attitude with humility, strong emotional intelligence, and commitment to personal growth

Benefits

• Medical, Dental, and Vision Insurance coverage
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Paid Time Off and generous holiday schedule with 15 company holiday days annually
• 401(k) retirement plan
• Life Insurance coverage
• Employee Assistance Program
• Hybrid work arrangement with minimum three days per week onsite at San Diego headquarters
• Occasional travel allowance for investor meetings and events (as budget allows)
• Relocation assistance of $10,000 to $15,000 available for qualified candidates