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 Capital Formation 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
raising capital, managing investor relationships, and supporting fund growth strategies . Actual openings may vary based on employer type, fund structure, asset class focus, and investor base. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Capital Formation Specialists support fund and investment teams by
driving capital raising initiatives, cultivating investor relationships, and coordinating fundraising efforts . The role emphasizes
strategic outreach, investor communications, and deal pipeline support
to ensure successful capital formation. These professionals work closely with fund managers, investor relations teams, and strategy groups to
maximize investor engagement and fund growth . Key Responsibilities
Support fundraising initiatives across private equity, venture capital, private credit, and alternative investment funds Assist in identifying and targeting potential investors, including institutional and high-net-worth clients Prepare and update marketing materials, pitch decks, and investor presentations Coordinate meetings, calls, and events with prospective and existing investors Track investor engagement, commitments, and capital deployment status Maintain databases and CRM systems for investor and fundraising data Conduct market research to support fundraising strategies and outreach campaigns Monitor fundraising performance and provide analytical insights to leadership Collaborate with legal, compliance, and operations teams to ensure smooth capital onboarding Prepare reports and summaries for senior management on capital formation activities Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field Strong interest in capital raising, investor relations, and fund strategy Understanding of private capital markets, fund structures, and investment vehicles Experience or coursework in fundraising, investor relations, or financial analysis (preferred but not required) Excellent communication, presentation, and interpersonal skills Strong organizational and project management abilities Proficiency in Excel, PowerPoint, and CRM platforms Ability to manage multiple investor relationships and reporting timelines Detail-oriented with a collaborative, team-oriented mindset 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 capital formation, investor relations, and fundraising roles Resume and profile optimization for fund and investment teams Guidance on outreach to investors, fund managers, and capital partners Interview preparation for fundraising, investor relations, and analytical assessments To learn more or express interest in capital formation opportunities, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr
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 Capital Formation 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
raising capital, managing investor relationships, and supporting fund growth strategies . Actual openings may vary based on employer type, fund structure, asset class focus, and investor base. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Capital Formation Specialists support fund and investment teams by
driving capital raising initiatives, cultivating investor relationships, and coordinating fundraising efforts . The role emphasizes
strategic outreach, investor communications, and deal pipeline support
to ensure successful capital formation. These professionals work closely with fund managers, investor relations teams, and strategy groups to
maximize investor engagement and fund growth . Key Responsibilities
Support fundraising initiatives across private equity, venture capital, private credit, and alternative investment funds Assist in identifying and targeting potential investors, including institutional and high-net-worth clients Prepare and update marketing materials, pitch decks, and investor presentations Coordinate meetings, calls, and events with prospective and existing investors Track investor engagement, commitments, and capital deployment status Maintain databases and CRM systems for investor and fundraising data Conduct market research to support fundraising strategies and outreach campaigns Monitor fundraising performance and provide analytical insights to leadership Collaborate with legal, compliance, and operations teams to ensure smooth capital onboarding Prepare reports and summaries for senior management on capital formation activities Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field Strong interest in capital raising, investor relations, and fund strategy Understanding of private capital markets, fund structures, and investment vehicles Experience or coursework in fundraising, investor relations, or financial analysis (preferred but not required) Excellent communication, presentation, and interpersonal skills Strong organizational and project management abilities Proficiency in Excel, PowerPoint, and CRM platforms Ability to manage multiple investor relationships and reporting timelines Detail-oriented with a collaborative, team-oriented mindset 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 capital formation, investor relations, and fundraising roles Resume and profile optimization for fund and investment teams Guidance on outreach to investors, fund managers, and capital partners Interview preparation for fundraising, investor relations, and analytical assessments To learn more or express interest in capital formation opportunities, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr