Nextera Search · 2 weeks ago
Capital Formation Senior Associate
NYC Metro Area
Full-time
Onsite
Mid, Senior Level
3+ years expNextera Search is an Asset Management Firm based in New York City seeking an experienced professional to join their team as a Capital Formation Senior Associate. The role involves developing marketing materials, managing due diligence responses, overseeing the CRM system, and supporting investor relations efforts.
Staffing & Recruiting
Responsibilities
Develop, update, and enhance marketing and fundraising materials, including pitch books, presentations, competitor analyses, talking points, thought leadership pieces, quarterly letters, and digital content
Manage responses to due diligence questionnaires (DDQs) and requests for proposals (RFPs), ensuring consistency of messaging across a centralized content database
Prepare standard and customized presentations for meetings with clients and prospects, as well as for conferences and industry events
Oversee the firm’s CRM system and track fundraising pipeline, including the generation of metrics and progress reports
Support investor relations efforts by managing data room access, document uploads, and credentialing
Respond to investor inquiries and coordinate outreach activities such as roadshows, including content development and scheduling
Create content for the firm’s annual general meeting and support other investor-related events or initiatives
Qualification
Required
Bachelor's degree, preferably in Business Administration, Finance, Economics, Accounting, or a related field
3 to 5 years of experience in a client-facing financial services role such as institutional investment management, placement agency, or investment consulting
Strong understanding of the structure and operations of various investment vehicles, including private funds, separate accounts, and co-investment structures
Direct engagement with institutional limited partners, including public and private pension plans, endowments, insurance companies, funds of funds, and secondary investors
Proven ability to support cross-functional teams including investor relations, legal/compliance, investment, and accounting functions
Must demonstrate strong communication skills, analytical depth, intellectual curiosity, a proactive attitude, and the ability to meet deadlines
Preferred
Experience in private credit and growth equity
Company
Nextera Search
Nextera Search is a premier recruitment firm specializing in direct hire placements within the Accounting, Finance & Financial Services sectors.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase