Strategic Capital Formation & Investor Relations Associate

Fin; San Francisco, New York, Austin, Dallas (CA, NY, TX, TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Fin is looking for Capital Formation/Investor Relations Associates and Analysts in Wisconsin to support its growth. Candidates should have relevant experience preferably in private markets or investment banking. This role involves managing investor relationships, producing reports, and assisting in fundraising processes. Proficiency in Microsoft Office and tools like Salesforce is essential. Ideal candidates will have strong analytical skills and the ability to work in a fast-paced environment, collaborating effectively with internal teams and external stakeholders.

Qualifications

• 3-5 years of relevant experience for Associate role, 2-3 years for Analyst role in private markets or investment banking.
• Passion for capital formation/investor relations and building relationships with LPs.
• Excellent multitasking and attention to detail in a collaborative environment.

Responsibilities

• Support sourcing prospective LPs and manage capital formation processes.
• Produce activity reports and maintain outreach language.
• Assist in administration of virtual data rooms and respond to information requests.

Skills

Capital formation experience

Relationship management

Microsoft Office proficiency

Analytical skills

Education

Undergraduate degree

Master’s degree (preferred)

Tools

Salesforce

Pitchbook

Job description

Fin is looking for Capital Formation/Investor Relations Associates and Analysts in Wisconsin to support its growth. Candidates should have relevant experience preferably in private markets or investment banking. This role involves managing investor relationships, producing reports, and assisting in fundraising processes. Proficiency in Microsoft Office and tools like Salesforce is essential. Ideal candidates will have strong analytical skills and the ability to work in a fast-paced environment, collaborating effectively with internal teams and external stakeholders.