Portfolio Partner
New
P
PairsCapital Markets
Fully remote, Your day overlaps with US Eastern timeFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 5 or more years
Requirements
- 5+ years of experience in capital markets, private placements, brokerage, or investment management.
- Direct experience working on private financings.
- Current, active relationships with family offices, VCs, HNW investors, and institutional allocators.
- Proven track record of carrying companies or clients through a financing process.
- Deep understanding of deal mechanics including terms, structures, and diligence.
- Ability to deliver honest, difficult feedback directly and remain steady under pressure.
- Reflexive commitment to confidentiality regarding sensitive financial and corporate data.
Responsibilities
- Run weekly calls and maintain momentum for client companies during their capital raise.
- Prepare founders for investor meetings and debrief on outcomes.
- Strategize on an ongoing basis for client financing success.
- Leverage existing investor relationships to connect companies with relevant allocators.
- Ensure raise readiness by overseeing narratives, materials, and data rooms.
- Manage the end-to-end investor meeting process, including feedback capture and delivery.
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