Overview We are partnered with a leading private equity firm investing in high-growth, founder-led companies across technology and business services. They are seeking a Capital Formation Associate to join their expanding team.
The Role As Capital Formation Associate, you’ll help source and develop new Limited Partner (LP) relationships and support investor engagement across RIAs, family offices, and endowments. You’ll conduct market research, manage outreach, build relationships with key stakeholders, and assist with presentations, DDQs, and RFPs. This role offers meaningful responsibility from day one and strong exposure to the fundraising process.
Ideal Profile Bachelor’s degree in finance, economics, business, or related field
1–3 years’ experience in financial services, ideally in private equity, investor relations, or business development
Strong communication skills and relationship-building ability
Creative, detail-oriented, and entrepreneurial mindset
Passion for private equity and capital formation
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Associate Private Equity • San Mateo, CA, United States