Capital Formation Associate (Alternative Investments)
Coda Search│Staffing
Our client is a prominent, well-respected Private Investment Fund currently seeking to add a Capital Formation Associate to their growing NYC Team. This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing agenda with regards to new client development. Ideal individual should be well versed with fund marketing, client development, product messaging and alternative investments. Investment Banking experience strongly encouraged Responsibilities Assist with North American client sales & marketing, efforts, investor servicing and client relations and for firm Prepare client presentations, press releases, and other materials for investor meetings, conferences, and earnings calls. Prepare board-level presentations and updates for internal and external stakeholders. This role will be responsible for enhancing the firm’s efforts around capital raising and investor experience Research and provide market color with respect to potential investment opportunities Create marketing materials & pitch books with regards to firms investment opportunities Collaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials for both internally and externally use. Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across all marketing channels Identifying opportunities to enhance the strategic vision by gathering and analyzing field feedback and collaborating with partners across the organization Provide various ad hoc data research and analysis as needed. Desired Skills and Experience Bachelor’s Degree with at least 2+ years of directly Private Equity/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset Management Proficiency in Microsoft Office, particularly Salesforce and Excel (Superior Modeling /Transaction Experience Strongly preferred) Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint Outstanding communication skills, proven ability to effectively work with all levels of Management Comfortable working in a fast-paced, dead-line driven dynamic environment #J-18808-Ljbffr
- ...Senior Associate / Vice President, Alternatives Capital Formation A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ..., you will participate in a broad range of investment opportunities while collaborating with colleagues...Suggested
- ...Coda Search│Staffing is seeking a Capital Formation Associate for a prestigious Private Investment Fund in New York City. This role involves driving product marketing plans, developing client relationships, and enhancing capital raising efforts. The ideal candidate should...Suggested
- # Alternatives Capital Formation, Private Credit – Senior Associate / Vice PresidentGoldman SachsVPPrivate CreditFull-timeLocationNew York, United StatesDate PostedJune... ...group, focused on Asset-Based Finance (ABF) and Investment Grade Private Credit (IGPC).ACF is responsible...Suggested
$130k - $150k
...A financial investment firm in New York is looking for a Capital Formation Associate to join their sales execution team. This role plays a crucial part in fundraising efforts and requires 2-4 years of experience in capital raising within institutional settings, preferably...SuggestedWork at office$130k - $150k
Overview Capital Formation Associate Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in... ...capital formation and marketing efforts in the alternative investments space. This role requires...SuggestedWork at office- ...Capital Formation Associate/Vice President About the Company Well-known alternative asset management firm Industry Financial Services Type Privately Held... ...investor engagement across various alternative investment strategies. The successful candidate will...
$100k - $125k
...Associate, Investment Operations, Alternative Credit - New York, NY Blue Owl Capital is a leading asset manager that is redefining alternatives. With over $307 billion in assets under management as of December 31, 2025, we invest across three multi‑strategy platforms:...Work experience placement$310k
Paul Hastings is seeking a Private Funds Associate (mid-senior level) to join their Investment Funds & Private Capital Group in New York. The role requires candidates to have substantial experience in fund formation particularly in private equity, real estate, and related...$310k - $390k
...We are seeking a mid-level associate with 4 to 6 years of law firm... ...experience to join our Fund Formation practice in one of the... ...We primarily advise venture capital, growth equity, impact, and... ...secondary transactions, co-investment vehicles, and capital deployment...Temporary workFlexible hours- ...Senior Associate, Alternative Investments Support the firm's alternative investments platform across investment diligence, portfolio consulting... ...alternative investment operations, onboarding, subscriptions, or capital calls Progress toward or completion of CFA, CAIA, CFP...Work at office
$150k - $185k
...Cleveland, Nashville, New York EY-Parthenon – Deals – EY Capital Advisors – Investment Banking – Diversified Industrials Group – Experienced... ...Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions. Prepare...Work experience placementSummer holidayWork at officeFlexible hours$175k - $200k
...Investment Banking Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner... ...research, evaluation, selection of alternatives, and exercise independent judgment...Work experience placement$140k - $185k
...description represents a sample Capital Formation Specialist position... ...and qualifications typically associated with early- to mid-career roles... ...support fund and investment teams by driving capital raising... ...capital, private credit, and alternative investment funds Assist in...Full time- ...future team member for the role of Senior Associate to join Private Equity Team. This role... ...we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting... ...2025 ~"Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and...Work experience placementWorldwideFlexible hours
$100k - $140k
...driving new business initiatives. Candidates should have 2-3 years of experience in financial services, solid knowledge of alternative investments, and be detail-oriented. The position offers a competitive salary ranging from $100,000 to $140,000, along with a comprehensive...$100k - $200k
...Fwainvest is seeking an Investment Banking Associate in New York, responsible for capital structure advisory. This role involves developing business proposals, managing investment portfolios, and providing insightful market analysis. Suitable candidates should have a Bachelor...- ...Private Funds / Alternative Assets Associate2 to 6... ...a junior to midlevel associate into its Alternative Asset... ...recapitalizations, co-invests, fund structuring, and... ...real estate, venture capital, and infrastructure.... ...liquidity transactions, fund formation issues, and cross-...Work at office
$170k - $200k
Senior Associate, Alternative Credit page is loaded## Senior Associate, Alternative... ...under management (“AUM”) invested across multiple, actively... ...Credit fills gaps in the capital markets between credit, private... ...-based with three main formats: pure play, customized and...Temporary workWork experience placementWork at officeLocal areaFlexible hours- Capstone is hiring a Senior Associate to join its Healthcare Capital Markets franchise, which produces investor-facing research on federal and state... ...expertise at the intersection of policy, politics, and investing within a fast-paced, collaborative environment. Capstone...
- ...Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing... ...financial modeling. Oversee analyst and associate models Execute Equity and Debt... ...to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive...Local areaFlexible hoursShift work
$140k - $185k
A leading investment firm in New York is seeking a Private Capital Associate to support investment teams and fund operations. The ideal candidate will conduct financial and operational analysis, assist in deal execution, and collaborate with investor relations. A Bachelor...$135k - $145k
...under management (“AUM”) invested across multiple,... ...Credit fills gaps in the capital markets between credit... ...based with three main formats: pure play, customized... ...responsibilities: The Senior Associate will be responsible... ...analytics for the Alternative Credit Product...Temporary workWork experience placementFlexible hours$175k - $250k
...Guggenheim Securities (“GS”) is seeking an experienced Associate / Vice President to join its Private Capital Advisory team in New York. Private Capital Advisory... ...Bachelor’s degree. At least 3 years of investment banking experience or equivalent experience. Work Location...Work experience placementWork at office$175k - $225k
Description Associate - Real Estate, Gaming, Lodging and Leisure Investment Banking Capital Markets & Advisory (CM&A) Citizens JMP is seeking an Associate to join the Real Estate, Gaming, Lodging and Leisure Investment Banking team within Citizens’ Capital Markets & Advisory...Local areaFlexible hours$175k - $250k
...Guggenheim Securities ("GS") is seeking an experienced Associate / Vice President to join its Private Capital Advisory team in New York. Private Capital Advisory... ...Bachelor's degree At least 3 years of investment banking experience or equivalent experience Work...Work experience placementWork at office$150k - $200k
...Blue Owl Associate Or Senior Associate Blue Owl... ...team, supporting the Alternative Credit business. This... ...to sit alongside our investment professionals to help... ...constituents (investment team, Capital Markets, Asset... ...execution (entity formation, document review/asset...Work experience placementWork at office$130k - $175k
...Associate, Alternative Credit Group Ares' success has been driven by our... ...assets under management ("AUM") invested across multiple, actively... ...Credit fills gaps in the capital markets between credit, private... ...-based with three main formats: pure play, customized and...Temporary workWork experience placementFlexible hours$175k - $200k
...Piper Sandler is seeking an associate-level Attorney to provide legal advice on corporate, securities, and M&A matters in New... ...communication skills. This role will involve supporting investment banking and capital markets, drafting and reviewing legal documents, and managing...$116k - $155k
...Private Financing Solutions Capital Deployment & Liquidity Management The role will be within our Private Financing Solutions (PFS... ...and deliver more complete solutions across public and private investments. The Capital Deployment & Liquidity Management team is...ApprenticeshipWork at officeWork from homeFlexible hours1 day per week$140k - $160k
...Senior Associate, Investment Operations Ares' success has been driven by... ...including corporate actions, capital calls, restructures, loan... ...investors. Ares, as an alternative asset manager, has an asset... ...and findings in a digestible format, a keen eye for attention to...Temporary workWork experience placementWork at officeFlexible hours
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