You have opted out of job matches in .
To undo this, go to the 'Skills and Interests' section of your preferences.
Shared by 
about 1 month ago
Requirements and responsibilities
Job Summary:Plutus21 Capital is seeking a Capital Formation Associate based in Latin America to support the firm's investor engagement and capital formation initiatives. This role is designed for individuals who are highly detail oriented, client focused, and capable of managing complex investor processes across numerous conversations simultaneously. The associate will work closely with the leadership team to coordinate outreach, investor communications, and capital raising initiatives with family offices, individual investors, and institutional investors. Travel is required to the United States for conferences, meetings and training.Key Responsibilities:Investor Relationship SupportSupport ongoing communication with family offices, individual investors, and institutional investorsPrepare investor materials including presentations, research notes, and data room updatesTrack investor conversations and follow ups across multiple active discussionsCapital Formation Process ManagementHelp coordinate the full investor process from initial introduction through closingManage meeting scheduling, follow ups, and investor pipeline trackingMaintain internal records of investor discussions, diligence requests, and materials sharedBusiness Development and OutreachBuild new relationships with family offices, individual investors, and institutional investors across key marketsIdentify and add prospective investors to the firm's capital formation pipelineConduct targeted outreach to potential investors through email, conferences, introductions, and professional networksMaintain and update investor pipelines and CRM systems with accurate contact information, notes, and follow upsResearch investor profiles, allocation preferences, and portfolio positioning to identify strong potential partnersAssist with distribution strategy and marketing initiatives to expand the firm's investor baseSupport the development of marketing materials, research notes, and outreach campaigns to communicate the firm's strategy and insightsTrack outreach activity, investor engagement, and pipeline progression across the capital formation processInvestor Materials and ResearchAssist with preparation and refinement of investor presentations, strategy notes, and research materialsCoordinate updates to firm data rooms and investor documentationEnsure consistency and accuracy across all investor facing materialsRoadshows and Travel PlanningCoordinate investor roadshows across major financial centers in the United States and internationallyPlan and manage travel logistics including flights, accommodations, meeting locations, and conference participationOrganize investor meeting schedules to maximize efficiency during travel and roadshowsPrepare meeting materials and briefing notes for investor meetings and conferencesCoordinate with conference organizers, partners, and investor contacts to secure meetingsEnsure follow ups and documentation are completed after roadshows and investor tripsMaintain detailed tracking of meetings, investor feedback, and next steps following travelQualifications1 to 2 years of experience in capital formation, operations, investor relations, investment banking, consulting, or related fieldsStrong written and verbal communication skills in EnglishExceptional attention to detailHighly organized and capable of managing multiple ongoing processes simultaneouslyClient centered mindset with strong relationship management skillsComfortable interacting with family offices, institutional investors, and senior executivesAbility to travel internationally to the United States and other countriesExperience working with investment firms, hedge funds, private equity firms, or asset managersFamiliarity with investor relations, fundraising processes, or capital marketsExperience working with investor CRMs or pipeline tracking toolsWhat This Role Offers:Direct exposure to senior leadership and institutional investorsParticipation in global capital formation effortsHands on experience in building a growing investment platformOpportunity to develop long term relationships across the global investor ecosystem
Optionally, you can add more information later (benefits, pre-screening questions, etc.)