Capital Formation Specialist – Private Markets

Capital Formation Specialist – Private Markets

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

This job description represents a sample Capital Formation Specialist – Private Markets position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on raising capital, investor relations, and private markets growth.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, venture capital, real assets, private credit), and capital-raising strategies.

For more information on the Career Launch AI Talent Network, visit:
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The Capital Formation Specialist – Private Markets is responsible for supporting the growth of private market funds and investment vehicles through targeted capital raising, investor engagement, and relationship management. This role works closely with investment, business development, and marketing teams to secure commitments from institutional and high-net-worth investors.

The role blends strategic relationship management, market research, and analytical insight to drive capital growth and expand the firm’s private markets footprint.

• Identify and engage potential investors, including institutions, family offices, and high-net-worth individuals
• Support the development and execution of capital raising campaigns for private market funds
• Maintain and strengthen relationships with existing and prospective investors
• Collaborate with investment and business development teams to align fundraising with fund strategies
• Prepare investor presentations, marketing materials, and due diligence documentation
• Track and report on fundraising progress, investor engagement, and pipeline metrics
• Conduct market research and competitive analysis to inform capital formation strategies
• Ensure compliance with regulatory and internal reporting requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Experience or coursework in private markets, capital raising, or investor relations
• Strong relationship-building, negotiation, and communication skills
• Analytical mindset with the ability to track fundraising metrics and investor trends
• Familiarity with financial modeling, CRM systems, and investor reporting tools
• Ability to work effectively in a fast-paced, target-driven environment
• Interest in private markets, investment vehicles, and capital strategy

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching
• Resume and profile optimization
• Guidance on outreach to private market investors and fundraising teams
• Interview preparation for capital formation, investor relations, and private markets roles

To learn more or express interest in private markets and capital formation roles, visit:
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