Private Capital Advisory Roadshow Coordinator

Posted Yesterday
Be an Early Applicant
New York, NY, USA
In-Office
90K-110K Annually
Mid level
Financial Services
The Role
Coordinate and execute domestic and international GP fundraising roadshows, schedule LP meetings across time zones, manage travel logistics and itineraries, maintain CRM (DealCloud), support senior deal team calendars, handle expense reporting and investor event coordination, and provide ad hoc executive assistant and project support.
Summary Generated by Built In

Job Description:

At Piper Sandler, we connect capital with opportunity to build a better future. 

We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.

We are currently looking for a Roadshow & Executive Coordinator to join the Private Funds Group in Private Capital Advisory team in New York City.  

This role will lead the coordination and execution of GP fundraising roadshows and provide Executive Assistant coverage as needed. The ideal candidate has prior experience within a placement agent, private equity firm, investment bank, or alternative asset managers, and understands the cadence, urgency, and confidentiality required in institutional fundraising. This is a high-visibility, client-facing role requiring strong judgement, discretion and the ability to operate independently.

Key tasks and responsibilities include:

  • Coordinate domestic and international GP fundraising roadshows
  • Manage LP meeting scheduling across multiple time zones
  • Liaise with LP offices, GP clients and internal deal teams
  • Maintain and update CRM (DealCloud or equivalent)
  • Track meeting confirmations, follow-ups
  • Manage travel logistics (air, hotel, ground transportation)
  • Prepare detailed roadshow itineraries
  • Coordinate conference participation and investor events
  • Calendar management for senior deal teams
  • Expense reporting, travel booking and logistics support
  • Coordinate internal meetings and materials
  • Ad hoc projects and other work as assigned

Qualifications include:

  • 3-7 years of experience in placement agent platform, private equity firm, investment banking group or alternative asset manager
  • Direct experience coordinating fundraising roadshows
  • Familiarity with LP ecosystem (e.g. pensions, endowments, consultants, family offices)
  • Proficiency with CRM systems (DealCloud strongly preferred)
  • Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
  • Ability to manage competing priorities with urgency
  • Strong interpersonal skills, detail oriented, organized, pro-active, intellectual curiosity, and an ability to thrive in a high energy, dynamic environment

Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, services & industrials, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here.

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.

The anticipated starting salary range for individuals expressing interest in this position is $90,000 - $110,000 per year.  Placement within this range is dependent upon level of experience, location and other factors.  This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

 #LI-BSL1

Skills Required

  • 3-7 years experience in a placement agent platform, private equity firm, investment banking group, or alternative asset manager
  • Direct experience coordinating fundraising roadshows
  • Familiarity with LP ecosystem (pensions, endowments, consultants, family offices)
  • Proficiency with CRM systems (DealCloud strongly preferred)
  • Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
  • Ability to manage competing priorities with urgency
  • Strong interpersonal skills; detail oriented, organized, proactive, intellectual curiosity
  • Ability to operate independently with sound judgment, discretion, and confidentiality

Piper Sandler Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Piper Sandler and has not been reviewed or approved by Piper Sandler.

  • Parental & Family Support Feedback suggests caregiver leave, adoption assistance, fertility benefits, menopause resources, lactation rooms, and breast milk shipping create robust family support. These provisions appear to meaningfully aid new and growing families.
  • Healthcare Strength Feedback suggests medical, dental, and vision coverage are complemented by an HSA with company contributions and access to mental‑health resources including counseling and mindfulness tools. The breadth of wellness resources strengthens the overall benefits experience.
  • Leave & Time Off Breadth Feedback suggests employees receive a defined allotment of paid time off along with a set number of paid holidays. This structure provides predictable time away from work.

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The Company
HQ: Minneapolis, MN
1,501 Employees
Year Founded: 1895

What We Do

Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 50 offices across the U.S. and in London, Aberdeen and Hong Kong. We offer a full suite of products to serve our clients’ business life cycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors. More at PiperSandler.com. DISCLAIMER Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Sandler Hong Kong Ltd., authorized and regulated by the Securities and Futures Commission. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates.

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