What are the responsibilities and job description for the Associate, Capital Formation, New York, USA - PER, Private Equity Recruitment position at Jobs via eFinancialCareers?
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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
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
- 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