Capital Formation Associate
Capital Formation Associate - Washington D.C.
A growing, advisory platform focused on private markets is seeking a Capital Formation Associate to join its team.
This is a unique opportunity to work directly alongside senior team members of a rapidly expanding business, gaining exposure across investor engagement, strategic advisory projects, business development initiatives, and relationship management.
The Capital Formation Associate will be responsible for:
Support investor outreach and relationship management efforts
Assist with project execution and client deliverables
Conduct market and industry research
Manage pipelines, reporting, and internal tracking processes
Coordinate meetings, follow-ups, and ongoing communications
Support strategic growth initiatives and business development efforts
Maintain CRM and related systems
The Capital Formation Associate should have:
2-5 years of experience in private markets, asset management, institutional investing, consulting, investment banking, or a related field
Strong communication and organizational skills
High attention to detail and ability to manage multiple priorities
Entrepreneurial mindset and willingness to operate in a fast-paced environment
Interest in investor-facing and relationship-driven work
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.