Private Capital Advisory Roadshow Coordinator

Psc, Llc; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

Piper Sandler is seeking a Roadshow & Executive Coordinator for the Private Funds Group in Private Capital Advisory in New York City. This client-facing role leads GP fundraising roadshow coordination and provides Executive Assistant coverage as needed.

Ideal candidates have 3–7 years in placement agents, private equity, investment banking, or alternatives, with experience coordinating roadshows, strong CRM and MS Office skills, and the ability to manage multiple priorities in a high-energy

Qualifications

• 3-7 years of experience in placement agent platform, private equity firm, investment banking group or alternative asset manager
• Direct experience coordinating fundraising roadshows
• Familiarity with LP ecosystem (e.g. pensions, endowments, consultants, family offices)
• Proficiency with CRM systems (DealCloud strongly preferred)
• Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
• Ability to manage competing priorities with urgency
• Strong interpersonal skills, detail oriented, organized, pro-active, intellectual curiosity, and an ability to thrive in a high energy, dynamic environment

Responsibilities

• Coordinate domestic and international GP fundraising roadshows
• Manage LP meeting scheduling across multiple time zones
• Liaise with LP offices, GP clients and internal deal teams
• Maintain and update CRM (DealCloud or equivalent)
• Track meeting confirmations, follow-ups
• Manage travel logistics (air, hotel, ground transportation)
• Prepare detailed roadshow itineraries
• Coordinate conference participation and investor events
• Calendar management for senior deal teams
• Expense reporting, travel booking and logistics support
• Coordinate internal meetings and materials
• Ad hoc projects and other work as assigned

Skills

Interpersonal skills

Detail oriented

Organized

Pro-active

Intellectual curiosity

Tools

DealCloud

Outlook

Excel

PowerPoint

Job description

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.

We are currently looking for a Roadshow & Executive Coordinator to join the Private Funds Group in Private Capital Advisory team in New York City. This role will lead the coordination and execution of GP fundraising roadshows and provide Executive Assistant coverage as needed. The ideal candidate has prior experience within a placement agent, private equity firm, investment bank, or alternative asset managers, and understands the cadence, urgency, and confidentiality required in institutional fundraising. This is a high-visibility, client-facing role requiring strong judgement, discretion and the ability to operate independently.

Key tasks and responsibilities

• Coordinate domestic and international GP fundraising roadshows
• Manage LP meeting scheduling across multiple time zones
• Liaise with LP offices, GP clients and internal deal teams
• Maintain and update CRM (DealCloud or equivalent)
• Track meeting confirmations, follow-ups
• Manage travel logistics (air, hotel, ground transportation)
• Prepare detailed roadshow itineraries
• Coordinate conference participation and investor events
• Calendar management for senior deal teams
• Expense reporting, travel booking and logistics support
• Coordinate internal meetings and materials
• Ad hoc projects and other work as assigned

Qualifications

• 3-7 years of experience in placement agent platform, private equity firm, investment banking group or alternative asset manager
• Direct experience coordinating fundraising roadshows
• Familiarity with LP ecosystem (e.g. pensions, endowments, consultants, family offices)
• Proficiency with CRM systems (DealCloud strongly preferred)
• Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
• Ability to manage competing priorities with urgency
• Strong interpersonal skills, detail oriented, organized, pro-active, intellectual curiosity, and an ability to thrive in a high energy, dynamic environment

Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment.

Learn more about our investment banking team here.

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.

The anticipated starting salary range for individuals expressing interest in this position is $90,000 - $110,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

SummaryLocation: New York, NY. Type: Full time