We hire operators. So do the companies we back.

ASSOCIATE, CAPITAL FORMATION & INVESTOR RELATIONS Location: Grand Rapids, Michigan Employment: Full-time Reports to: Head of Investor Relations & Capital Formation Travel: Periodic, as business needs require ABOUT BECKETT INDUSTRIES Beckett Industries is a multi-strategy private alternative investment firm investing across real estate, venture and growth equity, private equity, and private debt. We help build enduring companies, revitalize communities, and steward capital with conviction. We are not just investors. We are partners, builders, and operators. THE OPPORTUNITY We are seeking an Associate, Capital Formation & Investor Relations to sit at the center of the firm's day-to-day fundraising and investor relations execution. Working closely with the Head of Investor Relations & Capital Formation, senior capital formation partners, platform leadership, finance, accounting, legal, and fund administration, this person will convert strategy and relationships into a disciplined operating process. The Associate will ensure qualified targets, investor meetings, follow-ups, diligence requests, subscriptions, and onboarding steps are owned, tracked, and advanced. This creates execution leverage so senior team members can focus on relationships, strategy, and closing capital. This is an execution-intensive, developmental role for someone building a long-term career in private markets capital formation and investor relations. The Associate will learn the full investor lifecycle and can earn progressively greater responsibility, including direct investor coverage. KEY RESPONSIBILITIES Market Mapping & Target Development • Build and maintain targeted lists of family offices, high-net-worth investors, institutions, RIAs, wealth managers, consultants, strategic partners, intermediaries, and other qualified prospective investors. • Research investor mandates, strategy fit, check sizes, geography, decision makers, investment history, prior relationships, and relevance to each Beckett Industries platform. • Develop relationship maps identifying warm introduction paths, centers of influence, referral opportunities, and the appropriate internal relationship owner. • Help prioritize high-probability, high-fit relationships and maintain clean segmentation by strategy and stage. Outreach, Meetings & Conferences • Coordinate approved outreach, personalized follow-up, and meeting requests across email, phone, CRM, conferences, and relationship channels. • Schedule qualified investor meetings and manage participants, agendas, materials, travel, and logistics. • Prepare concise investor briefs covering relationship history, investor profile, relevant strategy, likely questions, meeting objectives, and recommended next steps. • Support conferences, roadshows, dinners, annual meetings, and investor events from target selection through post-event follow-up. Pipeline, CRM & Reporting • Maintain accurate, current CRM records across contacts, organizations, opportunities, stages, activity history, next steps, owners, expected commitments, and close timing. • Ensure every active opportunity has a defined stage, owner, next action, and due date. • Capture meeting notes and decisions, assign follow-up responsibilities, distribute approved materials, and drive timely completion of commitments. • Produce weekly pipeline dashboards, meeting summaries, conversion metrics, subscription aging reports, and priority lists. • Maintain consistent source attribution and relationship ownership across the pipeline. Due Diligence, Subscription & Closing • Coordinate delivery of approved pitch materials, track record information, data room access, offering documents, diligence materials, and investor information. • Track DDQs, diligence requests, investor questions, and open items, coordinating across investment, finance, legal, accounting, fund administration, and leadership. • Manage the operating process from verbal commitment through completed subscription, including agreements, tax forms, accreditation, KYC and AML requirements, signatures, authorized wire coordination, and funding status. • Follow up persistently and professionally on incomplete documentation, missing information, approvals, and funding steps while preserving a high-quality investor experience. • Maintain closing checklists and aging reports showing investor status, blockers, actions, and timing. Investor Relations & Process Support • Support prospective and existing investor communications, quarterly updates, annual meeting preparation, event invitations, data requests, and other relationship-management activities. • Maintain investor portals, data rooms, contact records, distribution lists, reporting calendars, and related systems. • Coordinate across the firm so investors receive a responsive, accurate, and professional experience from first contact through ongoing stewardship. • Develop increasing fluency in Beckett Industries strategies, fund structures, track records, portfolio construction, and key diligence topics. • Follow established review, recordkeeping, data privacy, information-security, and compliance procedures, using only current and approved materials. • Escalate compliance-sensitive matters and do not independently negotiate offering terms, make unapproved representations, or handle investor funds outside authorized processes. • Identify recurring friction and help improve workflows, templates, checklists, dashboards, and operating procedures. CANDIDATE PROFILE Required Qualifications • Bachelor's degree or equivalent combination of education and relevant professional experience. • Approximately 1 to 3 years of experience in capital formation, investor relations, private markets, wealth management, financial services, business development, sales operations, fundraising, or another high-accountability client service environment. • Ability to manage a high volume of details, deadlines, follow-ups, and stakeholders without losing accuracy, urgency, or ownership. • Strong written and verbal communication skills, including clear correspondence, meeting briefs, accurate notes, and polished internal reporting. • Working proficiency with CRM systems, spreadsheets, presentation software, research platforms, and document-management workflows. • Maturity, discretion, and sound judgment when handling confidential investor information and communicating with sophisticated investors and partners. Preferred Qualifications • Experience with HubSpot, Apollo, investor portals, private fund subscription workflows, data rooms, or private markets reporting. • Exposure to private equity, venture capital, private credit, real estate, family offices, institutional fundraising, or fund administration. • Experience preparing DDQs, diligence trackers, pipeline dashboards, investor briefs, or subscription closing reports. • Ability to understand and communicate investment strategies, fund structures, performance concepts, and portfolio construction. • Interest in building a long-term career in capital formation, investor relations, or institutional relationship management. WHAT WE VALUE We are looking for someone who combines execution ownership, process rigor, attention to detail, professional persistence, service orientation, commercial judgment, and low-ego collaboration. The right person follows work through to completion, creates order across complex workflows, treats investor data and deadlines as mission-critical, anticipates needs, and focuses activity on the right relationships and opportunities. Most importantly, this person should align with Beckett Industries' commitment to excellence, integrity, accountability, long-term relationships, and doing well by doing good. WHAT SUCCESS LOOKS LIKE • Senior team members spend more time in high-value investor conversations because the execution layer is reliably managed. • Active opportunities are current and actionable, with clear ownership, stage, next step, and timing visible in the CRM. • Investor meeting briefs are prepared in advance, notes are captured promptly, and approved follow-up is delivered quickly and professionally. • Subscription and onboarding items are tracked daily, blockers are escalated early, and qualified commitments advance steadily toward completion. • Leadership trusts pipeline reports and forecasts because the underlying data is complete, consistent, and decision-useful. • Investors experience Beckett Industries as thoughtful, responsive, prepared, organized, and institutional. CAREER DEVELOPMENT As the Associate demonstrates strong execution, judgment, investment fluency, and relationship skills, the role can expand into direct investor coverage, account ownership, fundraising strategy, and progression to Senior Associate. COMPENSATION Base salary: $60,000 to $70,000, based on experience and role fit. Annual incentive: Eligible for a discretionary performance bonus with a target of 10% to 15%, based on individual execution, team performance, and overall firm results. The incentive is not calculated as a commission or directly tied to the size or completion of any securities transaction. Long-term incentive eligibility may be considered over time as responsibilities expand and consistent with firm policy. Benefits and additional employment terms will be discussed with qualified candidates. WHY BECKETT INDUSTRIES Join a growing private markets platform and help build the institutional infrastructure behind long-term capital formation. You will work closely with senior leadership, gain exposure across multiple alternative investment strategies, and develop alongside the firm as responsibilities expand.