Senior Associate, Investor Relations & Capital Formation
About The Position
InvestX is seeking an experienced capital raiser who understands how family offices and sophisticated investors allocate capital. This is a senior individual contributor role responsible for originating and developing relationships with family offices, high-net-worth investors, RIAs, multifamily offices, and institutional allocators while raising capital across InvestX's private market investment platform. The role involves representing differentiated investment opportunities in private technology companies and partnering directly with senior leadership to drive the firm's growth. Success requires an entrepreneurial, commercially driven individual comfortable building long-term investor relationships from introduction through commitment and ongoing portfolio support.
Requirements
- 3–5 years of experience raising capital for private equity, venture capital, private credit, hedge funds, real assets, or alternative investments.
- Demonstrated success raising capital from family offices, RIAs, HNW investors, or institutional allocators.
- Strong understanding of private markets, fund structures, secondary investments, and fundraising processes.
- Exceptional presentation, communication, and relationship management skills.
- Highly entrepreneurial with the ability to operate independently.
- Strong commercial instincts and a disciplined approach to pipeline management.
- FINRA Series 7 and 63 (Series 66 preferred) with a clean U4 record.
- Eligibility to travel between the US and Canada to attend meetings; ability to travel as needed.
- A background check including Criminal Record, Credit, and other verifications as required for this position.
Nice To Haves
- Existing relationships with family offices and private wealth channels preferred.
Responsibilities
- Raise capital for InvestX funds and Special Purpose Vehicles (SPVs).
- Develop and execute fundraising strategies across family offices, HNW investors, RIAs, and institutional investors.
- Build and maintain a robust pipeline of prospective investors.
- Source new LP relationships through your existing network and proactive business development.
- Lead investor meetings, presentations, and due diligence discussions.
- Guide investors through subscription and closing processes.
- Serve as a trusted advisor throughout the investor lifecycle.
- Develop long-term relationships that lead to repeat investments.
- Present investment opportunities, portfolio updates, and market insights.
- Respond to investor questions and coordinate with internal teams to deliver timely information.
- Represent InvestX at conferences, industry events, and networking opportunities.
- Maintain accurate CRM activity and fundraising forecasts.
- Report pipeline activity, commitments, and fundraising progress.
- Provide market intelligence and investor feedback to senior leadership.
- Partner with Investment, Marketing, Legal, Finance, and Operations to support fundraising initiatives and investor onboarding.
Benefits
- Comprehensive Health & Benefit plan.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
