A complete application in a minute — tailored resume and cover letter, ready to send.
Get past ATS filters
Job summary
A financial services provider is seeking a Capital Formation Specialist – Private Markets to drive capital growth in New York. The candidate will engage potential investors, manage relationships, and collaborate with teams to align fundraising strategies. Ideal qualifications include a bachelor’s degree in Finance or similar, strong analytical and relationship-building skills, and experience in private markets. The role offers a competitive salary with responsibilities focused on investor engagement and market insights.
Qualifications
Experience or coursework in private markets, capital raising, or investor relations.
Ability to work effectively in a fast-paced, target-driven environment.
Interest in private markets, investment vehicles, and capital strategy.
Responsibilities
Identify and engage potential investors including institutions and high-net-worth individuals.
Support the development and execution of capital raising campaigns.
Maintain and strengthen relationships with existing and prospective investors.
Skills
Relationship-building
Negotiation
Communication
Analytical mindset
Education
Bachelor’s degree in Finance, Economics, Business, or a related field
Tools
Financial modeling
CRM systems
Investor reporting tools
Job description
A financial services provider is seeking a Capital Formation Specialist – Private Markets to drive capital growth in New York. The candidate will engage potential investors, manage relationships, and collaborate with teams to align fundraising strategies. Ideal qualifications include a bachelor’s degree in Finance or similar, strong analytical and relationship-building skills, and experience in private markets. The role offers a competitive salary with responsibilities focused on investor engagement and market insights.