Senior Associate - Private Capital Fundraising and Investor Relations

Key Responsibilities

• Support capital raising efforts and broader client development initiatives across the firm’s Private Capital funds, including investor outreach, meeting preparation, and follow-up.
• Support management of the prospective institutional investor pipeline across sovereign wealth funds, public pensions, endowments, foundations, insurance companies, and OCIO platforms.
• Help prepare senior team members for LP and consultant meetings by coordinating materials, synthesizing key messages and talking points, and providing relevant background research and investor/market context.
• Help track investor activity, meeting outcomes, and next steps to support pipeline advancement and conversion, and generate insights to inform fundraising strategy and positioning.

Investor Relations & Reporting

• Support ongoing coverage of existing investors, including coordination of periodic reporting, investor communications, and ad hoc requests.
• Aid in the preparation and delivery of quarterly and annual investor reports, presentations, and related materials in coordination with Portfolio Management and Fund Operations.
• Manage and draft responses to routine LP inquiries, ensuring timely, accurate, and consistent communication.
• Support and coordinate investor meetings, annual meetings, and other engagement initiatives for existing LPs, including development of materials and key discussion points.

Consultant & Investor Diligence

• Coordinate and support consultant and LP diligence processes across both prospective and existing relationships, including DDQs, data room management, and supplemental information requests.
• Maintain, refine, and enhance standardized diligence response language, ensuring consistency and quality across fundraising and reporting materials.
• Track diligence workflows across multiple investors and ensure timely completion of deliverables.

Materials, Reporting & Data Management

• Support the preparation, refinement, and ongoing maintenance of both fundraising and investor reporting materials, including pitch decks, fact sheets, DDQs, and periodic reports, with a focus on quality, consistency and clarity of investor messaging.
• Maintain investor data rooms across both capital raising and existing investor needs, coordinating with Investments, Legal, and Compliance.
• Support internal reporting on fundraising progress, investor engagement, and feedback, as well as reporting timelines and deliverables for existing investors.

Investor Onboarding & Lifecycle Management

• Support onboarding of new investors by coordinating documentation, data requests, and internal approvals.
• Ensure a seamless transition from closing to ongoing investor coverage, including integration into reporting and communication processes.
• Help institutionalize and continuously improve best practices across the full investor lifecycle, from initial engagement through ongoing relationship management.

Platform & Process Development

• Contribute to building scalable workflows across both capital raising and investor relations, including CRM tracking, reporting calendars, diligence libraries, and standardized communications.
• Help drive documentation and refinement of processes supporting both fundraising execution and investor servicing as the platform grows.
• Synthesize and surface investor and consultant feedback to senior team members to continuously improve fund positioning, reporting quality, and overall investor experience.
• Assist in broader platform initiatives, including brand building, newsletters, investor events, and annual meetings.