Private Funds Distribution Associate — Investor Relations Leader

Piper Sandler & Co. in; Dallas (TX); On-site; USD 175,000 - 225,000; Full time

Job summary

Piper Sandler is seeking a Private Funds Distribution Associate to join the Private Funds Group in Dallas. The role supports senior team members in fundraising efforts, investor targeting, outreach, and CRM updates across LPs, consultants, and institutional investors.

You will help communicate each client’s value proposition, prepare investor materials, coordinate meetings and roadshows, and monitor market activity while collaborating with PCA colleagues to enhance coverage and execution.

Qualifications

• 3–5 years of relevant experience in private-fund fundraising, placement agency, institutional sales or investor coverage, private-markets investor relations, alternatives distribution, or investment banking.
• Experience supporting capital-raising, investor-coverage, or other client-facing processes preferred.
• Strong communication and relationship-management skills, with the ability to engage professionally with investors, clients, and colleagues.
• Strong analytical skills and the ability to understand investment strategies and financial materials.
• Strong organizational skills and the ability to manage multiple fundraising workstreams and deadlines.

Responsibilities

• Support senior team members in maintaining and developing relationships with LPs, consultants, and other institutional and high-net-worth investors in the Midwest, South and West Coast Regions.
• Assist with the execution of fundraising mandates, including investor targeting, outreach, meeting preparation, follow-up, and process tracking.
• Develop working knowledge of GP clients, fund products, investment strategies, and target investor profiles; help communicate each client’s value proposition to prospective investors.
• Prepare and maintain investor materials, meeting notes, coverage plans, and CRM records, including timely updates to CRM.
• Coordinate investor meetings, roadshows, due diligence sessions, and follow-up processes.
• Monitor investor allocation trends, market activity, competitors, and relevant private-markets developments; share insights with the team.
• Work collaboratively with project management and colleagues across PCA to support a coordinated client and investor experience.
• Contribute to PFG’s broader growth by identifying opportunities to deepen investor coverage and improve fundraising execution.

Skills

Relationship management

Investor relations

Capital raising

CRM experience

Education

Bachelor’s degree

Tools

Excel

PowerPoint

DealCloud

Job description

Piper Sandler is seeking a Private Funds Distribution Associate to join the Private Funds Group in Dallas. The role supports senior team members in fundraising efforts, investor targeting, outreach, and CRM updates across LPs, consultants, and institutional investors.

You will help communicate each client’s value proposition, prepare investor materials, coordinate meetings and roadshows, and monitor market activity while collaborating with PCA colleagues to enhance coverage and execution.