At a Glance
- Tasks: Support capital formation and deal closing for private credit strategies.
- Company: Aluna Partners, a dynamic London-based investment management firm.
- Benefits: Competitive salary, health benefits, and significant hands-on experience from day one.
- Other info: Fast-paced environment with steep career progression and exposure to the full fundraising lifecycle.
- Why this job: Join a collaborative team and work directly with senior leadership and institutional investors.
- Qualifications: 3-5 years in capital formation with strong investor relations skills.
The predicted salary is between 54000 - 66000 £ per year.
Location: London
Type: Full-time
Experience: 3 to 5 years in fundraising track record from LPs investing in Credit Funds
Sector: Investment Management
About Us: Aluna Partners is a London-based firm providing integrated advisory, capital, and investment management solutions designed to support businesses at every stage of growth. The firm specializes in credit solutions, delivering flexible and scalable financing through Asset-Backed Finance and Trade Finance. Since inception, Aluna originated over US $150M in Asset-Backed Facilities. Aluna works closely with originators, SMEs, and lenders to structure securitized products, working capital facilities, and supply chain finance solutions that are tailored to operational requirements and aligned with long-term strategic objectives. Through its investment management services, Aluna applies a disciplined, research-led approach built around a three-dimensional credit strategy: Preserve, Perform, Protect, aimed at generating resilient, all-weather returns. The firm focuses on private credit, constructing portfolios concentrated in asset-backed finance, and trade receivables. By partnering with trusted originators and institutional counterparties, Aluna emphasizes clarity, consistency, and long-term alignment, with a blend of performance-driven execution and responsible risk management.
The Role: The Capital Formation Senior Analyst will play a central role in supporting the founding partners throughout the full lifecycle of capital formation and deal closing for our private credit strategies. The successful candidate will be directly involved in preparing marketing materials, coordinating investor meetings, managing outreach campaigns, and representing the firm at conferences, industry events, and investor gatherings. This position demands an existing network of potential LPs, a background or tangible understanding of asset-backed finance and trade finance, strong soft skills and experience in creating and updating pitch decks. The ideal candidate will have hands-on experience engaging with family offices and institutional Limited Partners across the UK, Europe, the US, and the GCC, and will be comfortable operating in a fast-paced, entrepreneurial environment where professionalism, precision, and initiative are highly valued.
Key Responsibilities:
- Work closely with the founding partners to support the full fundraising cycle, from prospect identification and investor outreach to closing commitments and follow-up.
- Prepare pitchbooks, investor decks, due diligence materials, and fund documentation, ensuring clarity and coherence across all communications.
- Manage scheduling and coordination of investor meetings, roadshows, and conference participation, including follow-up tracking and reporting.
- Support the preparation and execution of investor events, annual meetings, and networking sessions in core fundraising regions.
- Conduct investor mapping and research to identify new capital sources among family offices, multifamily offices, private banks, and boutique institutions.
- Collaborate with investment, structuring, and compliance teams to align messaging with product strategy and regulatory requirements.
- Maintain CRM systems, track investor engagement metrics, and contribute to periodic fundraising and pipeline analysis reports.
Requirements:
- 3–5 years of experience in capital formation, investor relations, or fund placement, preferably within private credit, asset-backed finance, or structured finance.
- Strong existing network of family offices, HNWIs, and institutional investors, with the ability to leverage established relationships to support new fundraising initiatives.
- Solid understanding of private credit asset classes, including trade receivables, equipment leasing, SME financing, and securitized investments.
- Proven experience building relationships and pitching to investors across the UK, Europe, the US, and the GCC.
- Strong organizational and communication skills; ability to handle multiple concurrent workstreams directly with senior leadership.
- Advanced proficiency in PowerPoint, Excel, and CRM systems (Salesforce or equivalent).
- Bachelor's degree in finance, Economics, or related field; CFA or CAIA qualification beneficial.
- Driven, proactive, and comfortable working in a small, collaborative team with meaningful senior-level exposure.
What We Offer:
- Significant hands-on experience from day one
- The opportunity to work directly with senior leadership and institutional investors
- A collaborative, ambitious, and high-impact work environment in Mayfair
- Exposure to the full fundraising lifecycle
- Steep career progression
- Competitive fixed salary with deal-closing-based variable compensation
- BUPA enhanced level PMI and Cash plan with member benefits spanning free check-ups, 24hr GP service, 40% discount on Hustle app with Gym discounts as well as discounts on high street retailers
If you’re someone who thrives in a fast-paced environment and enjoys working with people, we’d love to hear from you.
Capital Formation Senior Analyst employer: Aluna Partners
As a leading investment management firm located in the heart of London, we pride ourselves on fostering a dynamic work culture that encourages innovation and collaboration. Our employees benefit from competitive compensation packages, extensive career progression opportunities, and the chance to engage with industry leaders at prestigious events. Join us to be part of a team that values your expertise and supports your professional growth in the exciting field of private credit.
StudySmarter Expert Advice🤫
We think this is how you could land Capital Formation Senior Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Aluna Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Capital Formation Senior Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aluna Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Aluna Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Aluna Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aluna Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Aluna Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Aluna Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.