Associate-Capital Formation

Description

• Represent the firm professionally in investor interactions, conferences, and industry events, with a focus on brand consistency and relationship-building.
• Assist in the execution of fundraising initiatives, including investor research, coordination of meetings, roadshow planning and follow-up with prospective and existing investors.
• Collaborate with the broader Capital Formation team, investment professionals, and Performance Execution Group (PEG) to respond to investor requests and support due diligence processes.
• Contribute to internal reporting, pipeline tracking, and ad hoc projects as assigned by senior sales staff.
• Work closely with senior sales team to support fundraising and relationship management across existing investors, prospects and consultants.
• Provide market intelligence and insights to support broader capital formation and investment strategy discussions.
• Support and contribute to capital raising efforts alongside senior sales professionals across multiple strategies and fund vehicles.

Requirements

• Position is based in Midtown and requires the ability to travel.
• Technically proficient (Salesforce, Microsoft Office, Industry Databases, Copilot)
• Undergraduate degree with excellent academic qualifications
• Team player with ability to operate effectively across functions and levels of the organization
• 4-6 years of experience in an institutional asset management role (alternatives experience preferred)
• Self-starter with strong client service skills
• Detail-oriented with strong organizational and analytical skills
• Outstanding verbal and written communication skills
• Understanding of institutional investor landscape and sales process

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance