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Capital Formation Jobs (NOW HIRING)

C10 Labs

Operating Partner: Capital Formation

New York, NY · On-site +1

$127K/yr

Capital Formation Department: Studio Employment Type: Part Time Location: New York City Description New York City (Preferred) | Equity-Based Partner Role About C10 Labs C10 Labs is an AI fund and ...

Magnum Opus Capital

Be Seen First

Capital Formation Partner - AI Native Investment Platform

Laguna Beach, CA · Remote

$100K - $1M/yr

Capital Formation Associate - AI-Native Investment Platform Magnum Opus Capital is an emerging AI-native quantitative investment platform combining a high-performing systematic hedge fund with ...

Birgo

Partner, Capital Formation

Pittsburgh, PA · On-site +1

$113K/yr

Backed by 33 consecutive quarters of distributions and a national investor footprint, we are prepared to bring on our first Partner, Capital Formation. -- THE OPPORTUNITY The Partner reports directly ...

QCP

Head of Capital Formation

New York, NY · On-site

The Head of Capital Formation will lead all fundraising and investor-related initiatives for the firm. This individual will be responsible for building and executing the firm's capital-raising ...

QCP

Head of Capital Formation

New York, NY · On-site

The Head of Capital Formation will lead all fundraising and investor-related initiatives for the firm. This individual will be responsible for building and executing the firm's capital-raising ...

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Capital Formation information

What is the difference between Capital Formation vs Financial Analyst?

AspectCapital FormationFinancial Analyst
Primary FocusAccumulating and investing funds to support economic growthAnalyzing financial data to guide investment decisions
Work EnvironmentGovernment agencies, investment firms, development banksCorporations, investment banks, financial services firms
Required CredentialsEconomics, finance, or related degrees; often policy or economic backgroundFinance, accounting, or economics degrees; certifications like CFA

While both roles involve finance, Capital Formation focuses on mobilizing and allocating funds for economic development, whereas Financial Analysts analyze data to advise on investments. Understanding these differences helps clarify career paths and industry roles.

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Capital Formation jobs near you
Infographic showing various Capital Formation job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 4% Part Time, 4% Temporary, and 4% Contract. Highlights an 83% In-person, 4% Hybrid, and 13% Remote job distribution.

Capital Formation Operations Associate

IEQ Capital

Foster City, CA • On-site

Full-time

Posted 8 days ago

Key responsibilities

  • Support the end-to-end capital formation process for alternative investment opportunities, from pre-launch readiness through subscription execution and close tracking.

  • Coordinate with internal and external stakeholders to ensure investment opportunities are operationally ready for client engagement, documentation, and compliance requirements.

  • Manage the operational setup and documentation workflows for investment vehicle launches, including subscription agreements, investor onboarding, and maintaining accurate records.

Job description

Who are we?
IEQ Capital is a Registered Investment Advisor (RIA) seeking to transform traditional wealth management. Our firm integrates intellectual and emotional intelligence to drive exceptional investment results while maintaining a values-oriented culture that fosters connection and collaboration with our clients. As an independent, employee-owned company, we adhere to the fiduciary standard, prioritizing our clients' best interests.
The Role
IEQ Capital's Investment Operations, Capital Formation team is looking for a detail-oriented and highly motivated Capital Formation Operations Associate to support the capital formation lifecycle for alternative investment opportunities across the platform. This role sits at the intersection of capital formation, investment operations, legal documentation, compliance coordination, and client-team enablement.
The associate will help ensure that new and existing investment opportunities are operationally ready for client engagement, subscription, and closing. The role requires hands-on coordination across internal stakeholders and external partners, including client teams, investment research, marketing, compliance, legal counsel, fund administrators, and General Partners. The ideal candidate brings prior exposure to private fund capital formation, investor relations, fundraising operations, subscription documentation, or alternative investment platform support.
Key Responsibilities
Capital Formation Readiness & Execution
  • Support the end-to-end capital formation process for alternative investment opportunities, from pre-launch readiness through subscription execution and close tracking.
  • Coordinate with investment, marketing, legal, compliance, and client-facing teams to ensure opportunities are positioned, documented, and ready for client engagement.
  • Track launch milestones, capital raise timelines, subscription deadlines, minimums, capacity constraints, closing schedules, and other key fundraising logistics.
  • Help translate investment opportunity details into clear operational requirements for internal stakeholders supporting client education, diligence, and subscription workflows.

Investment Vehicle Launch & Subscription Operations
  • Manage the operational setup of alternative investment opportunities, including feeder vehicle launches, direct subscription pathways, document workflows, and investor onboarding requirements.
  • Coordinate the preparation, review, distribution, and execution of subscription agreements, offering documents, investor questionnaires, side letters, and related fund documentation.
  • Utilize DocuSign and other workflow tools to create efficient, accurate, and scalable subscription processes.
  • Maintain accurate opportunity, launch, subscription, and close-status records in Salesforce or similar CRM / workflow systems; identify bottlenecks and escalate issues proactively.

Legal, Compliance & External Partner Coordination
  • Partner with internal and external legal teams to facilitate timely review and execution of fund documentation and investor materials.
  • Coordinate with compliance to ensure capital formation and subscription workflows follow applicable regulatory, policy, and approval requirements.
  • Support operational due diligence, background check coordination, document collection, and issue escalation as part of the opportunity launch process.
  • Serve as a day-to-day liaison with fund administrators, General Partners, counsel, and other external partners to resolve documentation, onboarding, and closing-related questions.

Cross-Team Collaboration & Training
  • Serve as a key point of contact for client teams and internal stakeholders on capital formation workflows, subscription logistics, deadlines, documentation requirements, and opportunity launch status.
  • Develop step-by-step guides, process maps, FAQs, and training materials that improve internal understanding of capital formation and investment onboarding processes.
  • Host internal training sessions to educate client-facing teams on new opportunities, subscription workflows, document requirements, and key process changes.
  • Coordinate with Research and Marketing teams to support accurate, compliant, and timely distribution of investment materials and launch communications.

Process Improvement & Project Management
  • Conduct post-launch and post-close reviews to identify inefficiencies, pain points, and opportunities to improve the capital formation experience for client teams and operational partners.
  • Lead or support operational improvement projects that enhance scalability, accuracy, transparency, and timeliness across the capital formation and investment onboarding lifecycle.
  • Develop dashboards, trackers, or reporting tools to improve visibility into launch readiness, subscription progress, capital raise status, and process bottlenecks.
  • Continuously refine the role and identify innovative ways to add value to Investment Operations, Investment Onboarding, and the broader investment platform.
Qualifications
Required Skills & Experience
  • 1-3 years of relevant experience in capital formation, investor relations, fundraising operations, private fund operations, alternative investments, investment operations, or fund onboarding.
  • Working knowledge of private fund subscription processes, investor documentation, capital raise timelines, and cross-functional launch coordination.
  • Strong organizational skills and attention to detail, with the ability to manage multiple opportunities, deadlines, stakeholders, and workstreams simultaneously.
  • Excellent communication and interpersonal skills, including the ability to coordinate effectively with client-facing teams, legal, compliance, operations, marketing, research, and external partners.

Preferred Skills & Experience
  • Prior experience at a private fund manager, placement agent, RIA, multi-family office, fund administrator, investor relations team, or alternative investment platform.
  • Knowledge of alternative investment structures, feeder vehicles, subscription agreements, offering memoranda, investor questionnaires, side letters, and closing mechanics.
  • Familiarity with compliance standards and approval workflows related to private funds, marketing materials, investor eligibility, and subscription documentation.
  • Experience working with General Partners, fund administrators, legal teams, compliance professionals, investment research teams, and client-facing distribution teams.
  • Strong analytical and problem-solving abilities for diagnosing process gaps, improving workflow design, and building scalable operating models.
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $90,000 - $115,000, depending on skills and experience.
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