Private Funds Advisory - Distribution Associate

Piper Sandler•Dallas, TX

1d•Onsite

About The Position

Piper Sandler's Private Capital Advisory group (PCA) provides comprehensive, tailored solutions throughout an alternative investment manager’s lifecycle, operating across Private Funds, Secondary Capital Advisory, and Capital Solutions. The Private Funds Group (PFG) is seeking a Distribution Associate in Dallas to support the placement of private-market investment funds with investors in the Midwest, South, and West Coast. This role involves assisting senior team members in developing investor relationships and executing fundraising mandates, managing multiple fundraising efforts simultaneously, and ensuring effective communication between fund managers, investors, and internal teams. The position requires strong interpersonal and organizational skills, an interest in alternative investments, and the ability to manage multiple workstreams in a fast-paced environment. It offers exposure to investor coverage, fundraising strategy, and cross-business line collaboration within PCA.

Requirements

3–5 years of relevant experience in private-fund fundraising, placement agency, institutional sales or investor coverage, private-markets investor relations, alternatives distribution, or investment banking.
Experience supporting capital-raising, investor-coverage, or other client-facing processes preferred.
Strong communication and relationship-management skills, with the ability to engage professionally with investors, clients, and colleagues.
Strong analytical skills and the ability to understand investment strategies and financial materials.
Strong organizational skills and the ability to manage multiple fundraising workstreams and deadlines.
Proficiency in Excel and PowerPoint required.
Bachelor’s degree required.
FINRA SIE, 7, 63 licenses or the ability to obtain them within the applicable timeframe.

Nice To Haves

Experience with DealCloud or another CRM platform preferred.
A degree in finance, economics, accounting, or a related field preferred.

Responsibilities

Support senior team members in maintaining and developing relationships with LPs, consultants, and other institutional and high-net-worth investors in the Midwest, South and West Coast Regions.
Assist with the execution of fundraising mandates, including investor targeting, outreach, meeting preparation, follow-up, and process tracking.
Develop working knowledge of GP clients, fund products, investment strategies, and target investor profiles; help communicate each client’s value proposition to prospective investors.
Prepare and maintain investor materials, meeting notes, coverage plans, and CRM records, including timely updates to CRM.
Coordinate investor meetings, roadshows, due diligence sessions, and follow-up processes.
Monitor investor allocation trends, market activity, competitors, and relevant private-markets developments; share insights with the team.
Work collaboratively with project management and colleagues across PCA to support a coordinated client and investor experience.
Contribute to PFG’s broader growth by identifying opportunities to deepen investor coverage and improve fundraising execution.
Ad hoc projects and other work as assigned.