Capital Formation & Investor Relations Associate

About Morningside

We are a specialist private investment firm providing liquidity solutions to private equity funds and their investors through two primary strategies:

• GP-led Secondaries: Investing in proven, existing PE assets in partnership with high-quality sponsors while providing liquidity to their investors.
• NAV-based Financing: Providing lending and structured solutions backed by portfolios of PE assets.

Not familiar with these? That's okay. We focus on innovative and fast-growing segments of the private equity market, offering our investors best-in-class risk-adjusted returns through unique strategies and overlooked opportunities.

We maintain an entrepreneurial culture, but we aren't a startup. Morningside has a proven track record, committed capital, and approximately $600M in AUM.

About the Role

Capital is the lifeblood of what we do, and a great fundraise runs on more than a few partners' time. This is a new role created to support our fundraising and investor relations directly — driving the day-to-day work behind the raise so the partners can spend more of their time where it matters most: out in the market, building new relationships in person and through our network.

Reporting directly to the Managing Partner, you'll work alongside the partners on every part of the raise — managing the pipeline and outreach, handling first calls with prospective investors, and supporting the reporting and communication that keep the process running smoothly. The partners stay close to our investor relationships; your job is to make them far more effective and to be a credible, professional first point of contact early in the process. It's also a role with real room to grow: as you build trust and a track record, there's a clear path to taking on more of the investor relationship yourself over time.

Why Work for Us

We aren't your typical investment firm, and this isn't a typical IR job. If you want to work at the center of a live fundraise, learn the investments behind it, and create real value rather than just push paper, Morningside offers a different path:

• The Whole Picture: You won't just be taking notes and updating contact lists. You'll see and contribute to the entire fundraise and investor relations effort — helping shape strategy, sharpen our value proposition, develop materials, and build and manage relationships. You get the full picture, not a narrow slice of it.
• A Strong Hand to Play: We have a clearly differentiated strategy, a proven track record, and a base of supportive investors. You're not trying to force a mediocre fund on a tough market — you have a genuinely strong product to represent, and you can create real value simply by getting us in front of the right investors.
• Learn the Investments: You can't be great at IR without truly understanding the investments behind it. We're a small team, so you'll get real access to every part of our investment process — building specialized knowledge that sets you apart from people stuck in pure client-management IR roles.
• Technology-Forward: We invest in good tools to support the raise, so you can spend more of your time building relationships and thinking strategically, and less of it on manual upkeep.
• Balance: A raise takes real work, but there's also room to breathe. We raise for just two strategies — the goal isn't to rack up cold calls and air miles. We work hard and move fast, but we have genuine respect for work-life balance and individual autonomy.
• Compensation: We offer market-competitive compensation with meaningful upside for the right person, including the potential to participate in the firm's success as you grow with us.

What You Will Be Asked To Do

You'll be central to a live fundraise, working across four areas and moving between them constantly.

• Manage the outreach pipeline and follow-up cadence end to end — keeping the process organized, timely, and moving.
• Help shape the fundraising strategy and sharpen our value proposition as the raise evolves.
• Develop marketing and investor materials — pitch decks, one-pagers, and updates that tell our story well.
• Support investor communication and requests during the raise — including intro calls, updates, and diligence requests.
• Support investor onboarding, working in partnership with our legal and operations teams.
• Help organize and attend investor events and conferences, and follow up on the connections that come out of them.
• Keep the pipeline and CRM accurate and current so the partners always have a clear, real-time picture of the raise.

• Keep investors up to date on their investments and on Morningside's development.
• Help manage relationships by maintaining regular touchpoints.
• Support all investor-facing touchpoints — reporting, capital calls, distributions, and responding to questions.

• Sit in on investment discussions and diligence to learn how we evaluate, structure, and monitor deals.
• Build a genuine working knowledge of our strategies and portfolio — deep enough to discuss them credibly with sophisticated investors.
• Bring that understanding back to the raise, so our investor conversations are grounded in real substance rather than a script.

• Work with — and help shape — the internal tools and AI we're building to run IR: pipeline tracking, reporting, and outreach.
• Look for ways to make the function faster and more scalable, so we can do more without losing the personal touch.

What We Look For

We are looking for a polished, self-directed operator who can speak investments credibly and run a great first call from day one — with the ambition to grow from there.

• A Private Investment Background: You have roughly 2 to 6 years of experience in a private-market-focused direct or institutional investment role. That grounding lets you discuss strategy, structure, and performance with sophisticated investors and climb the learning curve on our specific deals quickly. This is the bar that matters most to us.
• Exceptional Communication and Interpersonal Skills: This is the heart of the role. You're a natural in front of investors — warm, credible, and clear both in writing and on a call. People trust you quickly, and you represent the firm well without supervision.
• A Sense of Ownership: You're self-directed and don't wait to be told what needs doing. In a lean firm, a lot rides on you keeping the process moving and getting the details right, and you take full responsibility for the integrity of everything you put in front of an investor.
• Tech-Savvy: You're comfortable with modern tools and AI, and you'll use — and help improve — the systems we're building to run IR. You don't need to be an engineer, but you pick up new tools quickly and constantly look for ways to work smarter.
• Intellectual Agility: Our corner of the investment world is specialized and moves quickly. You can climb steep learning curves — absorbing complex strategies, fund structures, and unique deal terms well enough to represent them yourself.

How We Hire

We keep it short and substantive. Expect a conversation about how you think and communicate, a look at your relevant experience, and a practical exercise — likely a mock first call or a short written investor update — so we can see how you'd represent the firm. We'd rather see your judgment in action than read about it.