Capital Formation Lead

2–5 years of experience in a client-facing financial services or investor-focused role. Strong relationship-building skills and effective investor engagement. Excellent verbal and written communication abilities. Solid financial and analytical acumen, including familiarity with financial reporting and valuation concepts. Strong organization and attention to detail. Effective collaboration with cross-functional partners. Sound problem-solving skills. Proficiency in CRM systems, investor relations software, and financial databases. Adaptability to evolving investor needs and market conditions. Comfort educating investors on performance, strategy, and outlook.

Enhance and diversify the investor base. Organize and participate in client calls, meetings, and events. Utilize CRM system for outreach tracking. Maintain quarterly sales plan and monitor fundraising goals. Provide updates to senior management on activity and pipeline. Oversee outbound marketing activities to investors. Represent Point at investor conferences and events. Refine investor-facing materials. Provide analysis, presentations, and write-ups for fundraising.