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Associate, Capital Formation, New York, USA
Our client is a fast-growing private equity firm specializing in complex GP-led secondaries transactions in the lower and middle market. The firm’s capital formation team is hiring at the Associate level to support fundraising, investor relations and LP engagement as the platform continues to scale.
#15303

Associate, Capital Formation, New York, USA

Secondaries
Investor Relations
North America
2 - 5 years
About our client

This role sits within a fast-growing and highly specialized private equity firm focused on complex GP-led secondaries transactions in the lower middle market and middle market across North America. Founded in 2016, the firm has built a strong reputation in a niche segment of the private equity market and manages over $2.4 billion in regulatory AUM. With ambitious growth plans over the next 12–24 months, the firm is expanding its New York–based capital formation function and is seeking a highly motivated investment professional to support fundraising and investor relations initiatives.
What the job involves

  • Supporting all aspects of private equity capital formation, including fundraising execution, investor outreach, LP due diligence and ongoing investor servicing
  • Preparing, maintaining and updating investor-facing materials such as presentations, DDQs, PPMs, financial models and marketing materials
  • Communicating with existing and prospective investors regarding fund performance, investment activity and firm updates
  • Coordinating responses to a wide range of investor requests, working closely with internal teams including accounting, operations and compliance
  • Assisting with investor targeting, outreach and follow-up efforts alongside senior members of the Capital Formation team, including participation in LP meetings, roadshows, conferences and investor events
  • Maintaining and updating the firm’s investor CRM system, ensuring accuracy of existing and prospective LP information
  • Supporting new firmwide business initiatives as needed in a lean, entrepreneurial environment

Who we are looking for

  • A Bachelor’s degree with several years of relevant experience in investment banking, private equity, private credit, investment management or secondaries
  • Strong analytical and financial modeling capabilities, paired with clear and effective written communication skills
  • A strong interest in private equity fundraising, investor relations and relationship-driven roles
  • Ability to work autonomously while managing multiple priorities in a fast-paced environment
  • High attention to detail, strong organizational skills and a proactive, self-starter mindset
  • Willingness to travel and participate in investor meetings, events and conferences
  • An entrepreneurial personality with a desire to contribute across a broad range of responsibilities
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