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Job description
Position Overview
B Capital is seeking an Associate to join the Capital Formation team. This individual will play a key role in supporting the firm’s fundraising efforts and contributing to broader Investor Relations initiatives. The Associate will work closely with the Capital Formation team to support fundraising execution and relationship management, including preparing materials, tracking investor interactions, coordinating follow-ups, and maintaining internal systems such as the CRM. The role will also assist the IR team with operational needs such as managing due diligence processes, preparing fund materials, and supporting ongoing investor communications and reporting.
Job Responsibilities
Supporting Capital Formation: Assisting with investor engagement efforts and maintaining up-to-date CRM records and fund pipelines.
Overseeing the accuracy and integrity of the investor database and related platforms through thorough data validation.
Coordinating the planning and execution of investor events, conferences, and related logistics.
Preparing briefing materials and support for leadership ahead of meetings and speaking engagements.
Contributing to the development and optimization of processes and infrastructure across the Capital Formation function.
Supporting the operational needs of the broader IR Team: Assisting with the preparation of fundraising materials, including executive summaries, pitch books, PPMs, DDQs, etc.
Collaborating with investment and finance teams to complete due diligence requests.
Job Requirements
Ideally 2-3 years of experience in investor relations or business development at an asset manager, financial institution or placement agent.
Fluent in Microsoft PowerPoint, Excel, Word, and managing CRM systems.
Undergraduate degree.
Key Competencies
Analytical mindset with a resourceful approach to identifying and solving problems.
Collaborative and communicative, with strong interpersonal skills.
Skilled at managing timelines and priorities across concurrent projects.
Proactive, driven, and able to take initiative independently.
Meticulous and committed to producing high-quality work.
Thrives in fast-paced environments with a focus on outcomes.
Benefits
Salary range is $100,000 – $120,000 and will be commensurate according to relevant experiences.
Salary range applies to California and New York candidates only. The actual salary may be subject to change.
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Worksite address
los angeles, CA, 90079, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.