Private Capital Advisory Roadshow Coordinator
$90k - $110kPsc, Llc
At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for a Roadshow & Executive Coordinator to join the Private Funds Group in Private Capital Advisory team in New York City. This role will lead the coordination and execution of GP fundraising roadshows and provide Executive Assistant coverage as needed. The ideal candidate has prior experience within a placement agent, private equity firm, investment bank, or alternative asset managers, and understands the cadence, urgency, and confidentiality required in institutional fundraising. This is a high-visibility, client-facing role requiring strong judgement, discretion and the ability to operate independently. Key tasks and responsibilities Coordinate domestic and international GP fundraising roadshows Manage LP meeting scheduling across multiple time zones Liaise with LP offices, GP clients and internal deal teams Maintain and update CRM (DealCloud or equivalent) Track meeting confirmations, follow-ups Manage travel logistics (air, hotel, ground transportation) Prepare detailed roadshow itineraries Coordinate conference participation and investor events Calendar management for senior deal teams Expense reporting, travel booking and logistics support Coordinate internal meetings and materials Ad hoc projects and other work as assigned Qualifications 3-7 years of experience in placement agent platform, private equity firm, investment banking group or alternative asset manager Direct experience coordinating fundraising roadshows Familiarity with LP ecosystem (e.g. pensions, endowments, consultants, family offices) Proficiency with CRM systems (DealCloud strongly preferred) Advanced Microsoft Office skills (Outlook, Excel, PowerPoint) Ability to manage competing priorities with urgency Strong interpersonal skills, detail oriented, organized, pro-active, intellectual curiosity, and an ability to thrive in a high energy, dynamic environment Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for individuals expressing interest in this position is $90,000 - $110,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. SummaryLocation: New York, NY. Type: Full time #J-18808-Ljbffr Psc, Llc
$125k - $200k
...Description:At Piper Sandler, we connect capital with opportunity to build a better... ...Associate to join the Secondary Capital Advisory team in New York City. The Secondary Capital... ...firm’s continued growth as Piper Sandler’s Private Capital Advisory group. The Private...PrivateFull time- Moelis Private Capital Advisory (PCA) is seeking an Associate to gain exposure to all aspects of a live primary fundraise... ...marketing materials, managing investor roadshows, maintaining the data room, and coordinating with GP counsel and fund administrators. #J-18...Private
- Full Time: Private Equity Investor Relations / Capital Formation Coordinator Graham Partners is a private investment firm principally focused on investing in technology... ...support across investor communications, roadshow coordination, database management, and internal...PrivateFull time
$110k - $135k
...while reducing bias in the screening process. Moelis Private Capital Advisory ("PCA") is a global business providing strategic advisory... ...other LPA terms) for accuracy and market positioning Coordinate investor roadshows and provide GP client support throughout the...Private- Graham Partners, based outside of Philadelphia, is seeking a Full Time Private Equity Investor Relations / Capital Formation Coordinator. The ideal candidate should be organized, detail-oriented, and work well in a fast-paced environment. Responsibilities include supporting...PrivateFull time
$185k - $250k
Lazard Ltd is seeking an Associate in New York specializing in Corporate Finance Advisory, focusing on Capital Structure and Financing Advisory. This hybrid role involves advising public and private companies on financing activities and capital allocation. Ideal candidates...Private$110k - $125k
...members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry... ...initial public offerings; public and private equity and equity-linked financings; mergers... ...and restructurings; defense advisory assignments; strategic partnerships; public...PrivateTemporary workWork at office- Evercore is offering a 10-week Private Capital Advisory Summer Analyst Program in New York. The program targets motivated undergraduates with an interest in secondary markets and transactional advisory alongside a diverse PCA team. Applicants should be finishing their...PrivateSummer work
- JPMorgan Chase & Co. is seeking a highly motivated Analyst to join the Secondary Advisory team of Private Capital Advisory & Solutions, focusing on GP-led secondary transactions. The role involves transaction structuring, financial analysis, marketing, and end-to-end execution...Private
- Morgan Stanley’s Private Capital Advisory group in New York is seeking an Analyst to provide advisory, structuring and execution services to clients with investments across the private capital universe. You will collaborate with senior professionals across the firm to...Private
- Morgan Stanley’s Private Capital Advisory team in New York is seeking an Analyst to provide advisory, structuring and execution support to clients with investments across the private capital universe. You will collaborate with professionals across the firm to deliver high...Private
- Evercore’s New York Private Capital Markets Advisory summer analyst program invites undergraduates graduating December 2028 to June 2029 to apply. The posting specifies a fixed application window (September 9 to November 15, 2026) and that reviews are not conducted on...PrivateSummer work
- InforCapital is seeking an Investment Banking Analyst for its Private Capital Advisory group based in New York. This role involves working closely with senior bankers on secondary advisory projects and gaining exposure to the GP-led secondary market. The ideal candidate...Private
$143k - $224k
...Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading... ...Wells Fargo. About this Role:Wells Fargo is seeking a Roadshow Coordinator to support the Equity Capital Markets (ECM) and Equity...Full timeWork experience placementWork at office- ...JOB DESCRIPTION Insight Global is seeking a Private Capital Advisory Business Analyst/Product Owner to join one of their Investment Banking... ...data access, technical environments, and cross functional coordination to maintain development momentum • Define, track, and...Private3 days per week
$185k - $250k
...Associate - Corporate Finance Advisory - Capital Structure & Financing Advisory New York, United States (Hybrid) Job Description Lazard... .... The Associate will be exposed both to public and private capital markets, and work with sector banking teams and clients...PrivateLocal area$150k - $170k
...trust services and investment advisory and asset management services... ...of services include Equity Capital Markets, Debt Capital Markets... ...investors on behalf of leading Private Equity clients. The Associate... ...the management and coordination of client roadshowsSupporting...Private$125k - $200k
Why Stifel Stifel’s Capital Structure Advisory group has over two decades of experience guiding companies, creditors, shareholders, and sponsors... ...second lien, DIP financings, high yield, mezzanine loans, private equity and strategic investments)Selling non-core assets...PrivateFlexible hours$275k
...Partnership.William Blair’s GP-Led Secondary Advisory team provides financial sponsors... ...with bespoke liquidity and capital solutions across the private equity lifecycle. We advise GPs on... ...fund and other GP-led transactions, coordinating workstreams across financial sponsors...PrivateTemporary work- ...partnering with a leading global consulting and advisory platform that is continuing to expand... ...and an established network across private equity, corporate, investment banking and... ...Quality of Earnings, Quality of Net Working Capital, financial statement review, financial...PrivateFlexible hours
$100k - $130k
...career.BBH is seeking an Associate for the Corporate Advisory Group (CAG) which advises owner-managers and... ...analyses to develop or enhance relationships with private business owner clients and prospects of BBH’s Capital Partners line of business. The job scope is like...PrivateFull timeLocal area$170k - $300k
...170,000.00 - $300,000.00Category: Private Client Product Services, Executive... ...professional to lead the AmericasEquity Advisory function within its Global Capital Markets organization. This role is... ...ideas, and execution support in coordination with Equity Trading.Partner with...PrivateFull timeWork at office- ...research underwriting and corporate advisory services is seeking an... ...to join their Restructuring / Capital Structure Advisory team in... ...day-to-day deal execution and coordinate workstreams across deal teams... ...products across both public and private markets driven by...PrivateFull timeWork at officeFlexible hours
$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important... ...’ strategic, operational, financial and capital needs by addressing the full spectrum of... ...an unsurpassed range of real estate advisory services including merger and...PrivateFull time- Graphora is an AI-native private-capital platform connecting founders and emerging companies with investors, strategic customers, experienced... ...programs, company intelligence, strategic relationships, and advisory and operating opportunities. Advisors contribute their...PrivateHourly payFull timeWork at officeLocal areaRemote work10 hours per week
$120k - $125k
...world’s preeminent financial advisory and asset management firms.... ...acquisitions, restructurings, capital structure and capital raising... ...providing capital solutions for private investment funds. Lazard’s... ...virtual data room (VDR) and coordinate responses to complex investor...PrivateLocal area$99k - $232k
...Industry/Sector Not Applicable Specialism CMAAS (Capital Markets and Accounting Advisory Services) Management Level Manager Job Description... ...and transaction structure considerations for public and private deals - Managing project planning, budgeting, timelines...PrivateFull timeH1b$120k - $145k
...Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey, Inc. (... ...solutions across mergers and acquisitions, capital solutions, financial restructuring, and... ...Advisory Services (TAS) team assists private equity and corporate clients by providing...PrivateFull timeWork at officeWorldwide$130k - $180k
...SUMMARY We are seeking a Transaction Advisory Services Manager (TAS) to lead financial... ...in driving successful transactions for private equity firms, corporate clients, and investment... ...quality of earnings (QoE), working capital adjustments, and cash flow trends to...PrivateWork at officeFlexible hours- ...seeking a highly motivated Analyst to join the Secondary Advisory team of Private Capital Advisory & Solutions, with a focus on GP-led secondary... ...materials, process letters, and internal approval materials Coordinate with industry coverage teams, M&A professionals, capital...PrivateApprenticeship
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