Full Job Description
We are seeking to expand our sales execution team by adding a Capital Formation Associate to support our global sales team and marketing efforts. The candidate will play a key role in fundraising Pantera Capital's funds. This position requires a seasoned professional with experience in capital formation and marketing efforts in the alternative investments space. This role requires presence at least four days a week in our New York office or traveling for business.
Responsibilities:
• Assist in the planning, logistics, and follow-up for investor conferences, roadshows, and group events.
• Maintain accurate and up-to-date records of investor and prospect information within the CRM system (e.g., Salesforce).
• Coordinate schedules, travel, and materials for team participation in industry events.
• Schedule and manage logistics for investor calls, internal sales meetings, and team syncs.
• Research attendee lists and background on key prospects or LPs to maximize meeting impact.
• Support the creation, coordination, and execution of investor mailing campaigns, including fund updates, newsletters, and marketing materials.
• Liaise with marketing, investor relations, and fund operations teams to ensure alignment on messaging, branding, and reporting.
• Assist with ad hoc projects, data requests, and reporting needs from senior leadership.
Qualifications:
• 2-4 years of experience in institutional capital raising, with a proven track record of success. Experience in private equity, venture or hedge funds a plus.
• Strong academic background at a highly ranked school.
• Exceptional verbal/written communication and interpersonal skills.
• Extensive knowledge of hedge fund strategies and analytical methodologies is advantageous.
• Must be a self-starter who has proven ability to cultivate relationships and help improve overall client relationship process/structure.
• Attention to detail and concern for quantitative accuracy.
• Excellent personnel and project management skills
• Proficient in Microsoft Suite (Outlook, Word, PowerPoint, Excel) and CRM systems. Experience with Salesforce and HubSpot is a plus.