Who are we? IEQ Capital is a Registered Investment Advisor (RIA) seeking to transform traditional wealth management. Our firm integrates intellectual and emotional intelligence to drive exceptional investment results while maintaining a values-oriented culture that fosters connection and collaboration with our clients.

As an independent, employee-owned company, we adhere to the fiduciary standard, prioritizing our clients' best interests. The Role IEQ Capital's Investment Operations, Capital Formation team is looking for a detail-oriented and highly motivated Capital Formation Operations Associate to support the capital formation lifecycle for alternative investment opportunities across the platform. This role sits at the intersection of capital formation, investment operations, legal documentation, compliance coordination, and client-team enablement.

The associate will help ensure that new and existing investment opportunities are operationally ready for client engagement, subscription, and closing. The role requires hands-on coordination across internal stakeholders and external partners, including client teams, investment research, marketing, compliance, legal counsel, fund administrators, and General Partners. The ideal candidate brings prior exposure to private fund capital formation, investor relations, fundraising operations, subscription documentation, or alternative investment platform support.

Key Responsibilities

Capital Formation Readiness & Execution Support the end-to-end capital formation process for alternative investment opportunities, from pre-launch readiness through subscription execution and close tracking. Coordinate with investment, marketing, legal, compliance, and client-facing teams to ensure opportunities are positioned, documented, and ready for client engagement. Track launch milestones, capital raise timelines, subscription deadlines, minimums, capacity constraints, closing schedules, and other key fundraising logistics.

Requirements

for internal stakeholders supporting client education, diligence, and subscription workflows.

Coordinate the preparation, review, distribution, and execution of subscription agreements, offering documents, investor questionnaires, side letters, and related fund documentation. Utilize DocuSign and other workflow tools to create efficient, accurate, and scalable subscription processes. Maintain accurate opportunity, launch, subscription, and close-status records in Salesforce or similar CRM / workflow systems; identify bottlenecks and escalate issues proactively.

Legal, Compliance & External Partner Coordination Partner with internal and external legal teams to facilitate timely review and execution of fund documentation and investor materials.

Support operational due diligence, background check coordination, document collection, and issue escalation as part of the opportunity launch process. Serve as a day-to-day liaison with fund administrators, General Partners, counsel, and other external partners to resolve documentation, onboarding, and closing-related questions.

, and opportunity launch status. Develop step-by-step guides, process maps, FAQs, and training materials that improve internal understanding of capital formation and investment onboarding processes.