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Physician / New York / Locum or Permanent / Capital Formation Associate Job

New York
Job Type
13 Jul 2022

An investment manager in New York City is actively seeking a dynamic and dedicated professional to join their staff as their new Capital Formation Associate. In this role, the Capital Formation Associate will manage various aspects of the fund marketing process for prospective investors.


The Capital Formation Associate will:

  • Develop and create marketing materials
  • Manage the due diligence process for prospective investors across the globe
  • Work on bespoke, analytical, and quantitative diligence requests
  • Work on qualitative deliverables, such as RFPs and DDQs
  • Maintain performance analytics for the Credit Funds
  • Meet with and source data from the investment team and other groups across the firm
  • Assist in coordination of annual investor meetings (AGM) including planning and creation of materials


  • Bachelor's degree
  • 2-3+ years of finance experience
  • An understanding of broad financial markets and indices
  • Advanced proficiency in PowerPoint and Excel
  • Excellent verbal and written communication skills
  • Ability to effectively manage multiple priorities
  • Excellent organizational skills
  • Meticulous attention to detail
Desired skills
  • Credit and/or real estate experience
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  • Job Reference: 657094823-2
  • Date Posted: 13 July 2022
  • Recruiter: The Execu Search Group.
  • Location: New York
  • Salary: On Application
  • Sector: Healthcare & Medical
  • Job Type: Permanent