Associate / Senior Associate (Fundraising & Capital Formation)
$85,000–$120,000
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Posted 3 days ago
SENIORITY
Senior
SALARY
$85,000–$120,000
About the role
- Support existing placement client fundraises: manage and progress LP pipelines, support LP meeting preparation (including profile refinement and materials coordination) and follow-up, support LP due diligence processes and track follow-through items
- Conduct LP research and build targeted outreach lists across institutional investors — including pensions, endowments, foundations, family offices, and funds of funds — utilizing industry databases (Dakota, Preqin, PitchBook); conduct direct outreach to LP prospects
- Prepare pipeline reports and investor tracking materials to support client reporting and communications
- Coordinate logistics for, and attend, industry conferences and networking events
- Support fundraising advisory engagements — reviewing GP materials, executing follow-up support for advisory GPs, building and maintaining resource libraries, and preparing frameworks and templates
- Support new client prospecting and diligence — research, tiering, outreach and relationship building, and assessing fundraising viability of prospective clients
- Manage and maintain the CRM (Salesforce) with rigor and discipline
- Utilize AI applications to enhance firm efficiency and client service
- Perform other duties and responsibilities consistent with your position as directed by the Founder & Managing Partner
- Required2–6 years of professional experience in private equity, venture capital, investment banking, consulting, asset management, or institutional investing — including experience at a placement agent, institutional investor, or family office
- Exceptionally strong analytical skills with advanced proficiency in Excel and PowerPointProficiency with AI tools (e.g., Claude) to enhance research, drafting, firm operations, and day-to-day efficiency
- Outstanding written and verbal communication skills, with strong attention to detail
- Demonstrated comfort with client- and LP-facing communication, outbound outreach, and relationship-building
- Comfort managing a CRM with discipline
- A self-starter who thrives in a small, entrepreneurial, fast-paced team environment; comfortable managing multiple projects simultaneously
- Intellectually curious, with a learning mindset and strong work ethic
- Willingness to obtain FINRA SIE, Series 7 or 82, and Series 63 licensing (or current holders)
- Genuine interest in private markets, emerging managers, and impact-driven investing, with a passion for advancing diversity and opportunity in finance
- PreferredExisting FINRA licensure (SIE, Series 7 or 82, Series 63)
- Bachelor’s degree in finance, economics, or a related field
- Annual rate of base salary: $85,000–$120,000. Target total compensation: $100,000–$180,000, including discretionary annual performance bonus opportunity. Compensation will be commensurate with experience.
- Hybrid work arrangement: 3 days in-office (Dupont Circle), 2 days optional remote each week, subject to required business travel
- Benefits package includes medical and dental insurance, 401(k) plan participation, and paid time off
- New Era covers all reasonable costs associated with FINRA licensing, exam preparation, and continuing education, subject to customary reimbursement policies
- Direct mentorship and exposure to institutional fundraising and private markets
- Opportunity to build meaningful relationships across the emerging manager ecosystemFINRA Licensing Requirement
Before you apply
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Your profile is current
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A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
