Location:
New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation
(varies by employer) About This Posting
This job description represents a
sample Institutional Capital Specialist position
commonly found through the
Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles focused on
capital raising, institutional investor relationships, and strategic fundraising . Actual openings may vary based on fund type, asset class focus, investor base, and institutional outreach strategy. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Institutional Capital Specialists support fund and investment teams by
building and managing relationships with institutional investors, assisting in capital raising initiatives, and providing insights on fundraising strategy . The role emphasizes
strategic investor engagement, reporting, and outreach
to maximize institutional capital commitments and foster long-term partnerships. These specialists work closely with fund managers, investor relations, and strategy teams to align fundraising efforts with institutional priorities. Key Responsibilities
Serve as a primary point of contact for institutional investors, including pension funds, endowments, foundations, and family offices Support capital raising initiatives by preparing investor presentations, pitch materials, and due diligence packages Coordinate meetings, calls, and events with institutional clients to facilitate engagement and capital commitments Maintain CRM systems and databases to track investor interactions, commitments, and follow-ups Collaborate with portfolio, operations, and legal teams to ensure accurate and timely investor reporting Conduct market research and institutional investor analysis to support fundraising strategy Monitor capital raising performance, providing insights and recommendations to senior leadership Assist in creating tailored engagement strategies to strengthen investor relationships and retention Prepare reports and dashboards summarizing institutional engagement, fundraising progress, and investor insights Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field Strong interest in institutional capital markets, fundraising, and investor relations Understanding of private capital, fund structures, and alternative investments (preferred but not required) Excellent written and verbal communication, presentation, and relationship management skills Strong analytical, organizational, and project management abilities Proficiency in Excel, PowerPoint, and CRM or investor management platforms Ability to manage multiple institutional relationships and track progress effectively Detail-oriented with a collaborative, proactive approach to problem-solving About the Career Launch AI Talent Network
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for institutional capital, fundraising, and investor relations positions Resume and profile optimization for fund and investment teams Guidance on outreach to institutional investors, fund managers, and leadership teams Interview preparation for capital raising, investor relations, and analytical assessments To learn more or express interest in institutional capital opportunities, visit: https://www.careerlaunch.ai/
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New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation
(varies by employer) About This Posting
This job description represents a
sample Institutional Capital Specialist position
commonly found through the
Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles focused on
capital raising, institutional investor relationships, and strategic fundraising . Actual openings may vary based on fund type, asset class focus, investor base, and institutional outreach strategy. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Institutional Capital Specialists support fund and investment teams by
building and managing relationships with institutional investors, assisting in capital raising initiatives, and providing insights on fundraising strategy . The role emphasizes
strategic investor engagement, reporting, and outreach
to maximize institutional capital commitments and foster long-term partnerships. These specialists work closely with fund managers, investor relations, and strategy teams to align fundraising efforts with institutional priorities. Key Responsibilities
Serve as a primary point of contact for institutional investors, including pension funds, endowments, foundations, and family offices Support capital raising initiatives by preparing investor presentations, pitch materials, and due diligence packages Coordinate meetings, calls, and events with institutional clients to facilitate engagement and capital commitments Maintain CRM systems and databases to track investor interactions, commitments, and follow-ups Collaborate with portfolio, operations, and legal teams to ensure accurate and timely investor reporting Conduct market research and institutional investor analysis to support fundraising strategy Monitor capital raising performance, providing insights and recommendations to senior leadership Assist in creating tailored engagement strategies to strengthen investor relationships and retention Prepare reports and dashboards summarizing institutional engagement, fundraising progress, and investor insights Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field Strong interest in institutional capital markets, fundraising, and investor relations Understanding of private capital, fund structures, and alternative investments (preferred but not required) Excellent written and verbal communication, presentation, and relationship management skills Strong analytical, organizational, and project management abilities Proficiency in Excel, PowerPoint, and CRM or investor management platforms Ability to manage multiple institutional relationships and track progress effectively Detail-oriented with a collaborative, proactive approach to problem-solving About the Career Launch AI Talent Network
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for institutional capital, fundraising, and investor relations positions Resume and profile optimization for fund and investment teams Guidance on outreach to institutional investors, fund managers, and leadership teams Interview preparation for capital raising, investor relations, and analytical assessments To learn more or express interest in institutional capital opportunities, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr