Capital Introduction Professional


San Francisco, CA

Cowen is looking for a Capital Introduction Professional – West Coast based out of the San Francisco office to join it’s growing team within Prime Services.  The candidate will have a background in hedge fund strategies and ability to articulate the strategy, process, risk profile and edge to appropriate hedge fund allocators in their coverage universe.  Appropriate background of candidates will be from a prior allocator firm, hedge fund marketing or prior capital introduction experience.

 Responsibilities Include:

  • Lead capital introduction efforts on the West Coast defined as Rocky Mountains West
  • Takeover already established West Coast based allocator relationships and grow new relationships with a particular focus on family offices and other emerging manager oriented allocators
  • Work closely with Head of Sales – West Coast to prospect for new business
  • Maintain active dialogue and open lines of communication with West Coast based clients
  • Act as consultant to new launches including marketing deck reviews, practice marketing pitches, best practices and marketable terms
  • Cross sell when applicable other areas of the firm
  • Represent Cowen at industry events
  • Speak on either Cowen hosted panels or industry sponsored events
  • Organize regional capital introduction events


  • 5-7+ years of relevant experience within hedge funds
  • Deep understanding of hedge fund strategies and the process allocators undergo to allocate capital to them
  • Enjoy market dynamics with an earnest to learn
  • Experience developing and cultivating relationships
  • Entrepreneurial drive and commercial thinking
  • Ability to operate independently
  • Excel skills a plus

As part of its hiring process, Cowen verifies identity and eligibility to work in the United States as required by law.  At this time, Cowen will not sponsor a new applicant for an employment visa for this position.

Company Profile:

Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide. Learn more at