indeed
Sr. Capital Formation Associate
Georgian Partners Growth
Toronto, CAN
Full Time
Senior
Hybrid
1 weeks ago
Investor RelationsFundraisingFinancial ModelingData AnalysisExcelPowerPoint
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
Investor RelationsFundraisingFinancial Modeling
About the Role
Georgian Partners seeks a Senior Capital Formation Associate to manage LP relationships, support fundraising strategy, and execute strategic investment syndication. The role requires 5+ years of experience in investment banking, placement agent, consulting, or investor relations.
Key Skills for This Role
Investor RelationsFundraisingFinancial ModelingData AnalysisExcelPowerPoint
Responsibilities
- Serve as both primary and secondary relationship manager across the LP base, owning a defined set of relationships directly
- Maintain active LP engagement through regular calls, meetings, conferences, and roadshows
- Act as a key execution partner to the Head of Capital Formation by preparing briefing materials, talking points, and presentations
- Support development and execution of fundraising strategy, including identification and prioritization of new LP prospects
- Oversee the strategy of core LP communications and partner with various firm stakeholders to drive execution
- Help build scalable processes, templates, and playbooks that improve team efficiency and output quality
- Delegate, mentor, and oversee work products from junior team members
- Coordinate due diligence processes for prospective investors
- Support the Strategic Investments team across large follow on investments derived from Breakout Fund, LP co invest opportunities, and SPVs or Continuation Vehicles
- Collaborate with the Strategic Investments team on deal materials, transaction structuring, diligence coordination, and closing mechanics
- Serve as a primary point of contact for LP co invest interest, matching opportunities to investor mandates
Requirements
- 5+ years of experience in investment banking, a top tier placement agent firm, management consulting, or a dedicated investor relations/business development role within private equity
- Bachelor's degree in finance, economics, commerce, or a related field
- High proficiency in Excel/Google Sheets (financial modeling/metrics) and PowerPoint/Google Slides
- Strong technical experience managing and interpreting large data sets, data analysis, data mining, and pattern recognition
- Professional polish and confidence required to navigate high stakes environments
- Willingness to travel globally up to 50 60% time commitment
- Experience with HubSpot, Deal Cloud, or similar CRM workflows is a nice to have
Full Job Posting
About Georgian
- Georgian is a growth equity firm that seeks to invest in B2B technology companies.
- Georgian has been active in analytics and applied AI since its founding in 2008 and invests across the AI technology stack.
- The firm manages CAD 5.8B AUM (as of December 31, 2025) and has invested in more than 80 companies.
About the Role
- This role will represent Georgian at the highest levels of LP engagement, supporting the scale of our platform across Growth Funds, Breakout Funds, and SPVs.
- Unlike traditional Capital Formation roles, success at Georgian requires the ability to flex across both fundraising and investment functions.
LP Coverage & Relationship Management
- Serve as both primary and secondary relationship manager across the LP base.
- Own a defined set of relationships directly while supporting the Head of Capital Formation and Georgian’s Founders as a secondary point of contact.
- Maintain active LP engagement through regular calls, meetings, conferences, and roadshows.
- Act as a key execution partner to the Head of Capital Formation by preparing briefing materials, talking points, and presentations.
- Support development and execution of fundraising strategy, including identification and prioritization of new LP prospects.
- Prepare pipeline reports and status updates for senior leadership.
Capital Formation Operations
- Oversee the strategy of core LP communications and partner with various firm stakeholders to drive execution.
- Help build scalable processes, templates, and playbooks that improve team efficiency and output quality.
- Delegate, mentor, and oversee work products from junior team members.
- Coordinate due diligence processes for prospective investors.
- Partner with finance, legal, and compliance teams to support LP reporting obligations and regulatory requirements.
Strategic Investment Syndication
- Support the Strategic Investments team across large follow on investments derived from our Breakout Fund, LP co invest opportunities, and SPVs or Continuation Vehicles.
- Collaborate with the Strategic Investments team on deal materials, transaction structuring, diligence coordination, and closing mechanics.
- Serve as a primary point of contact for LP co invest interest, matching opportunities to investor mandates.
- Build and maintain relationships with LPs and strategic partners to develop a reliable syndication network.
What We’re Looking For
- 5+ years of experience in investment banking, a top tier placement agent firm, management consulting, or a dedicated investor relations/business development role within private equity.
- Intellectual Curiosity: genuine passion for software and AI trends.
- Analytical Rigor: apply a first principles mindset to evaluate business fundamentals and technical differentiation.
- Technical Skills: high proficiency in Excel/Google Sheets and PowerPoint/Google Slides, strong technical experience managing and interpreting large data sets.
- Soft Skills: professional polish and confidence required to navigate high stakes environments.
- Education: Bachelor’s degree in finance, economics, commerce, or a related field.
Location & Work Arrangement
- This role is hybrid, but the head office is based in Toronto.
- Travel: up to 50 60% time commitment globally.
Position Status
- This posting represents an active, immediate vacancy on our team.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career