Capital Formation Associate

3 weeks ago


Chicago, Illinois, United States Moderne Ventures Full time
Job Title: Associate, Capital Formation and Investor Relations

At Modernes Ventures, we are seeking a highly motivated and detail-oriented Associate to join our Capital Formation and Investor Relations team. As an Associate, you will play a key role in supporting the team in cultivating new relationships and garnering new investments into our funds.

Key Responsibilities:
  • Attend fundraising-focused events to nurture existing relationships and form new partnerships with prospective investors.
  • Research compatible investor opportunities and develop relationships with them.
  • Prepare for client meetings and deliverables.
Communications and Marketing:
  • Review and update existing fundraising collateral, including marketing presentations, DDQs, quarterly investor reports, press releases, and other bespoke materials as necessary.
  • Prepare deliverables for investor calls, webinars, and meetings; compile dossiers and company descriptions for client meetings.
  • Create and manage investor communications, including capital calls, management reports, investor newsletters, and webinars.
  • Help design and execute the Annual LP Meeting and other LP events throughout the year; including the maintenance and updating of investor invite lists.
  • Serve as a key point of contact for current and prospective investors, handling inquiries, and maintaining strong relationships.
Administration:
  • Maintain the investor database, logging updates in Modernes CRM platform, including contacts, event, and investor notes, and call activities; track prospective investor opportunities across funds.
  • Maintain and update Modernes Data Room.
  • Work with the finance team, fund admin, investors, and lawyers as needed to manage, track, and execute offering docs and turn all investor-related requests in a timely manner.
Qualifications and Qualities of an Ideal Candidate:
  • At least three years of work experience, preferably in a similar role at a private investment firm or private placement firm or within client services with outward client-facing experience.
  • Exemplary interpersonal and verbal/written communication skills.
  • Exceptional PowerPoint skills and highly proficient in Microsoft Excel and Word.
  • Superior organizational, time, and project management skills.
  • Strong academic credentials, work ethic, and a genuine passion for excellence.
  • Exceptional attention to detail, to ensure accurate and consistent reporting.
  • Strong and collaborative team member. No-task-is-too-small, team-player attitude.
  • Self-starter, comfortable in a fast-paced, growing team environment.
  • Chicago-based or willingness to relocate to Chicago.

We offer a competitive compensation package commensurate with experience (salary and bonus). Benefits include medical, dental, vision, and 401(k).

Please send a resume and cover letter to our Head of Capital Formation & Investor Relations, Wai Yee Cheng.



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