Job Overview – Senior Associate (Investor Relations & Capital Strategy):
Compensation: $150,000 – $200,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (In-Office)
Lead fundraising and investor engagement as a Senior Associate (Investor Relations & Capital Strategy) with our client in New York, NY. You’ll drive capital raising across fund strategies, manage investor materials and diligence, and coordinate with a third-party placement agent. This role also partners cross-functionally with investment, finance, and asset management teams to align capital strategy with firm-wide goals. Ideal for candidates with private equity experience in investor relations, client coverage, or institutional fundraising.
Responsibilities as the Senior Associate (Investor Relations & Capital Strategy):
- Capital Strategy & Outreach: Develop and lead investor outreach efforts to grow the LP base and support fundraising across fund strategies.
- Fundraising Execution: Coordinate roadshows, marketing materials, data rooms, and diligence with internal teams and external placement agents.
- Investor Relationship Management: Serve as a key point of contact for LPs, delivering updates on fund performance, strategy, and market positioning.
- Cross-Team Collaboration: Work closely with investment, finance, and operations teams to ensure consistent messaging and product alignment.
- Market & Investor Insights: Track industry trends and investor sentiment to inform fundraising strategies and product development.
Qualifications for the Senior Associate (Investor Relations & Capital Strategy):
- Education: Bachelor’s degree in Finance, Economics, Business, or related field required (MBA or CFA strongly preferred).
- Experience: 5-8 years in investor relations, capital raising, or client-facing roles within private equity, asset management, or alternative investments.
- Technical Skills: Proficient in Microsoft Excel, PowerPoint, and CRM platforms, with hands-on experience managing investor data rooms and creating institutional-quality pitch materials.
- Industry Knowledge: Strong understanding of LP landscape, fundraising lifecycle, alternative investment strategies, and regulatory frameworks.
- Skills & Attributes: Excellent written and verbal communication skills, strategic thinking, relationship-building expertise, and the ability to manage complex fundraising processes with precision and professionalism.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.