Fin is seeking a Capital Formation/Investor Relations Analyst to support the firm’s efforts as it scales into its next phase of growth. This role is a key part of the firm’s external-facing function and provides critical day-to-day support across investor engagement, communications, and operations. The Analyst will report to senior members of the Investor Relations team and collaborate closely with both internal teams and external stakeholders. Responsibilities include supporting outreach to a broad set of institutional and strategic investors—such as pensions, endowments and foundations, sovereign wealth funds, family offices, insurance companies, and asset/wealth managers. The ideal candidate will have previous capital formation experience in a venture capital or private equity setting and familiarity with institutional investors allocating to alternative investments.

Locations: San Francisco, New York

Responsibilities:

• Support the sourcing of prospective LPs and assist in managing the capital formation/investor relations processes, driven through Fin’s CRM (i.e., ensure accuracy of responses and that all deadlines are met; update LP contact information, client activity and investment interests).

• Assist in producing activity reports and tracking action items from our CRM.

• Maintain outreach language across Fin’s fundraising activities.

• Assist in administration of Fin’s virtual data rooms.

• Assist in responding to ad-hoc information requests during fundraising activities, with an emphasis on driving prospective investors to the virtual data room.

• Conduct competitor and market research, with an emphasis on identifying LPs investing in/open to FinTech allocations.

• Establish and manage workflows to meet all internal and external deadlines related to capital formation/investor relations, initiate innovative ideas and creative approaches to help increase efficiency and further the capital formation and broader goals of the firm.

• Organize video and in-person meetings and roadshows.

• Assist in preparing regular content for LPs, including marketing materials, models, and Fin’s quarterly Navigator webinars.

• Work on LP events, including our annual in-person Navigator Day, bi-annual Navigator webinars, quarterly Compass updates and other events across each calendar year.

• Identify industry conferences ideal for Fin’s participation and coordinate participation.

• Coordinate and work with other areas of the firm effectively as part of a collaborative team

• Support the closing process (i.e., ensure appropriate AML/KYC documentation is provided by LPs, ensure appropriate FATCA/CRS documentation is provided by LPs, as necessary).

Qualifications/Ideal Characteristics:

• 2-3 years of relevant experience, preferably within a private markets investment management firm, focusing on capital raising/formation for PE and VC asset classes.

• Undergraduate degree and an excellent academic background.

• You are focused and results oriented.

• You are passionate about the capital formation/investor relations function within a private capital investment management firm.

• You are comfortable in a private capital environment and discussing private capital strategies and asset classes with institutional investors.

• You are self-motivated and have a proven ability to prioritize, multi-task, and perform effectively in a highly dynamic and collaborative work environment under tight deadlines.

• You are accustomed to handling high volumes of information with the utmost attention to detail.

• You are IT literate and highly proficient in Microsoft Office (Word, PowerPoint, and Excel) and industry tech

• You are someone with strong analytical, verbal, and written communication skills and naturally work across functional areas.

• You are comfortable at times working irregular hours to accommodate overseas investor prospects and LPs.

Please keep in mind this list is not all inclusive and you may be asked to perform other job functions not otherwise listed. 

About Fin 

Founded in 2018, Fin Capital is a global asset manager focused on full lifecycle private market investing in B2B FinTech software companies. Fin Capital is passionate about rolling up its sleeves and partnering with repeat entrepreneurs that have deep financial services experience, differentiated products, and a global mindset. Fin is headquartered in San Francisco, with offices in New York, Miami, and Tokyo. To learn more, visit www.fin.capital.