Private Funds Advisory - Distribution Associate
Core
Support senior team members in placing private-market investment funds with institutional and high-net-worth investors across the Midwest, South, and West Coast regions.
Role type
Associate in private funds distribution and fundraising
Builds
Private equity and alternative investment funds
Domain
Private Markets / Alternative Investments
Required skills
Investor relationship management, Fundraising execution, CRM management, Financial analysis, CRM proficiency (DealCloud), Excel, PowerPoint
Preferred skills
Capital-raising support experience, Institutional sales experience, Private-markets investor relations experience, Investment banking experience
Technologies
DealCloud, Excel, PowerPoint
Responsibilities
Maintain and develop relationships with LPs, consultants, and investors; Execute fundraising mandates including targeting and outreach; Prepare investor materials and update CRM records; Coordinate investor meetings, roadshows, and due diligence; Monitor market trends and share insights; Collaborate across PCA business lines.
Seniority
Associate (3-5 years experience)