Private Funds Distribution & Investor Relations Associate

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

Benefits offered by this job

Annual incentive compensation

Job summary

Piper Sandler in Dallas is seeking a Private Funds Distribution Associate to support fundraising for private funds and investor coverage across the Midwest, South and West Coast. You will collaborate with senior bankers, manage investor relationships, and coordinate capital-raising activities within PCA.

The role requires 3–5 years of relevant experience, a Bachelor's degree in finance or related field, and proficiency in Excel and PowerPoint.

Qualifications

• 3–5 years of relevant experience in private funds 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
• Proficiency in Excel and PowerPoint required; experience with DealCloud or another CRM platform preferred
• Bachelor’s degree in finance, economics, accounting, or related field preferred
• FINRA SIE, 7, 63 licenses or ability to obtain them within the applicable timeframe

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
• Ad hoc projects and other work as assigned

Skills

Relationship management

Communication

Analytical skills

Organizational skills

Excel

PowerPoint

DealCloud

Education

Bachelor's degree

Tools

DealCloud

Job description

Piper Sandler in Dallas is seeking a Private Funds Distribution Associate to support fundraising for private funds and investor coverage across the Midwest, South and West Coast. You will collaborate with senior bankers, manage investor relationships, and coordinate capital-raising activities within PCA.

The role requires 3–5 years of relevant experience, a Bachelor's degree in finance or related field, and proficiency in Excel and PowerPoint.