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
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