Business Development Analyst
We are partnering with a leading private equity firm based in San Francisco, California, looking to bring on a Capital Formation Associate to their growing team. In this role, you will play a key part in identifying and sourcing new Limited Partners (LPs), driving the firm's fundraising efforts.
This is an exciting opportunity to work closely with a collaborative team of marketing and sales professionals within a dynamic, growth-oriented organization.
Capital Formation Associate Responsibilities:
- Source and qualify new LPs across RIAs, Family Offices, and Endowments/Foundations.
- Conduct market research and analysis to identify new opportunities for LP relationships.
- Initiate outreach and build relationships with key stakeholders, including portfolio managers, CIOs, executives, intermediaries, and other relevant professionals to expand the firm's network and pipeline.
- Leverage and enhance existing marketing materials for outreach efforts.
- Build and manage a robust pipeline using CRM software to track progress and key metrics.
- Provide support to senior investor relations professionals, including preparing pipeline reports, presentations, and responses to DDQs/RFPs.
Capital Formation Associate Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field
- 1-3 years of experience in a financial services organization (preferably a background or knowledge of private equity or relevant sales/business development experience, etc.)
- Excellent communication and relationship-building skills
- Highly organized with strong attention to detail and ability to manage multiple priorities
- Comfortable working in a fast-paced, entrepreneurial environment
- Willing to be creative and to take a thoughtful and scrappy approach to developing pipeline.
Please apply if interested!
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