Capital Introduction Associate Job Description Template

The capital introduction associate connects the fund with prospective investors, working the long cycle between a first conversation and an allocation. The role combines research on which allocators are a genuine fit, the discipline to maintain a pipeline over quarters rather than weeks and the judgment not to waste the investment team’s time on meetings that were never going to convert.

Typical Duties and Responsibilities

• Research and map allocators whose mandate fits the fund’s strategy
• Build and maintain a pipeline of prospective investors
• Arrange and prepare for introductory meetings and roadshows
• Maintain accurate records of every prospect interaction
• Prepare tailored materials for specific allocator types
• Track allocator search activity, mandates and consultant coverage
• Support due diligence requests during the evaluation process
• Coordinate with prime brokerage capital introduction teams
• Analyze the competitive landscape and how the fund is positioned within it
• Report pipeline progress and conversion to management

Education

• Bachelor’s degree in finance, economics, business or a related field

Required Skills and Experience

• 2+ years in capital introduction, institutional sales or investor relations
• Understanding of the institutional allocator landscape
• Ability to describe an investment strategy accurately and briefly
• Persistence across a long sales cycle
• Strong organization and pipeline discipline
• Good written and verbal communication
• Awareness of marketing and solicitation rules
• Proficiency with a customer relationship management system

Preferred Qualifications

• Experience at a prime broker capital introduction desk
• Existing allocator relationships