Capital Formation Associate

POSITION SUMMARY

B Capital is seeking an Associate to join the Capital Formation team. This individual will play a key role in supporting the firm’s fundraising efforts and contributing to broader Investor Relations initiatives.

The Associate will work closely with the Capital Formation team to support fundraising execution and relationship management, including preparing materials, tracking investor interactions, coordinating follow-ups, and maintaining internal systems such as the CRM. The role will also assist the IR team with operational needs such as managing due diligence processes, preparing fund materials, and supporting ongoing investor communications and reporting.

JOB RESPONSIBILITIES

• Supporting Capital Formation:
• Assisting with investor engagement efforts and maintaining up-to-date CRM records and fund pipelines
• Overseeing the accuracy and integrity of the investor database and related platforms through thorough data validation
• Coordinating the planning and execution of investor events, conferences, and related logistics
• Preparing briefing materials and support for leadership ahead of meetings and speaking engagements
• Contributing to the development and optimization of processes and infrastructure across the Capital Formation function
• Supporting the operational needs of the broader IR Team:
• Assisting with the preparation of fundraising materials, including executive summaries, pitch books, PPMs, DDQs, etc.
• Collaborating with investment and finance teams to complete due diligence requests

JOB REQUIREMENTS

• Ideally 2-3 years of experience in investor relations or business development at an asset manager, financial institution or placement agent
• Fluent in Microsoft PowerPoint, Excel, Word, and Managing CRM systems
• Undergraduate degree

KEY COMPETENCIES

The ideal candidate has an analytical mindset, strong communication skills, and a genuine interest in the venture capital/technology space, with specific skills including:

• Analytical mindset with a resourceful approach to identifying and solving problems
• Collaborative and communicative, with strong interpersonal skills
• Skilled at managing timelines and priorities across concurrent projects
• Proactive, driven, and able to take initiative independently
• Meticulous and committed to producing high-quality work
• Thrives in fast-paced environments with a focus on outcomes

ABOUT B CAPITAL

B Capital invests globally in extraordinary founders and businesses shaping the future through technology. With more than $8 billion in assets under management and dedicated stage-based funds, the firm focuses on early-stage to late-stage venture growth investments, primarily in the technology, healthcare and climate sectors. Founded in 2015, B Capital has an integrated, global team across nine locations in the U.S. and Asia. The firm’s value-add platform, together with the consulting expertise of its strategic partner The Boston Consulting Group, provides entrepreneurs with the tools and resources to scale quickly and efficiently, expand into new markets and build market-leading businesses. For more information, click here.

B CAPITAL GROUP CORE VALUES:

• Generosity:We’re collaborative and always willing to share our time and knowledge. 
• Resilience:We’re persistent and determined to succeed, persevering through challenges and seeing change as an opportunity.
• Open-mindedness:We’re curious and welcoming. Our global perspective and commitment to diversity, equity, and inclusion make our culture stronger and more innovative. 
• Will:We believe in the companies we’ve invested in and we’ll do everything in our power to help them change the world for the better.
• Teamwork: We value our relationships above all. We work hard to build trust and respect with founders, investors, partners and colleagues. 
• Humility:We add value by going beyond for founders and LPs. We strive to let our work speak for itself. 

The salary range is $100,000 - $120,000 and will be commensurate according to relevantexperiences.

The salary range applies to California and New York candidates only. The actual salary may be subject to change.