Placement Agent Associate

Initio Capital; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

Initio Capital in New York is seeking a Placement Agent Associate to support senior fundraising professionals in raising capital from institutional investors for alternative asset managers.

The role involves financial analysis, marketing material preparation, investor research, and client relationship support. Ideal candidates will hold a relevant degree and have strong analytical and communication skills.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Strong understanding of private markets fund structures.
• Advanced Excel and PowerPoint skills.
• Excellent written and verbal communication abilities.

Responsibilities

• Assist in executing capital raising mandates for private markets funds.
• Prepare marketing materials including pitch decks and PPMs.
• Conduct investor research and maintain databases of institutional LPs.
• Support financial analysis of fund performance metrics.
• Coordinate investor meetings and follow-up communications.

Skills

Strong analytical skills

Excellent written and verbal communication

Advanced Excel skills

Understanding of private markets fund structures

Ability to manage multiple deadlines

Education

Bachelor’s degree in Finance, Economics, or Business

Tools

PowerPoint

CRM tools

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 Placement Agent 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 roles supporting capital raising efforts for private markets funds and alternative investment managers. Actual openings may vary based on employer type (placement agent firm, investment bank, private markets advisory firm, or capital advisory platform), asset class focus (private equity, venture capital, private credit, real estate, infrastructure, hedge funds), and geographic coverage.

Position Overview

Placement Agent Associates support senior fundraising professionals in raising capital from institutional investors on behalf of alternative asset managers. The role combines financial analysis, marketing material preparation, investor research, due diligence coordination, and client relationship support in a fast-paced, client-facing environment. These professionals work closely with general partners (GPs), limited partners (LPs), institutional investors, and internal capital advisory teams.

Key Responsibilities

• Assist in executing capital raising mandates for private markets funds


• Prepare marketing materials including pitch decks, private placement memoranda (PPMs), teasers, and due diligence questionnaires (DDQs)


• Conduct investor research and maintain detailed databases of institutional LPs (pensions, endowments, family offices, sovereign wealth funds)


• Support financial analysis of fund performance, track records, and portfolio metrics (IRR, TVPI, DPI, MOIC)


• Coordinate investor meetings, roadshows, and follow-up communications


• Track fundraising pipeline activity and investor engagement status


• Assist with responses to LP due diligence requests and data room management


• Monitor market trends in fundraising, allocations, and alternative asset flows


• Support internal reporting related to capital raising progress and projections


• Maintain CRM systems and investor contact records

Preferred Qualifications

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


• Strong understanding of private markets fund structures and fundraising processes


• Familiarity with performance metrics such as IRR, MOIC, TVPI, and DPI


• Experience in investment banking, private equity, investor relations, capital markets, or fundraising support (preferred but not required)


• Advanced Excel and PowerPoint skills; familiarity with CRM tools and investor databases is a plus


• Strong analytical and organizational skills


• Excellent written and verbal communication abilities


• Ability to manage multiple deadlines and client relationships simultaneously


• Strong interest in private markets, fundraising, and institutional investor relations