Analyst, Placement Agent

Venture Search; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Venture Search in New York seeks an Analyst to support end-to-end fundraising campaigns for private markets. You will help manage timelines, prepare investor materials, and track deliverables across several concurrent projects.

Responsibilities include maintaining CRM data, coordinating roadshows with the distribution team, and assisting with investor due diligence. Strong English communication and MS Office proficiency are essential for success.

Qualifications

• Bachelor's degree in business, finance, economics or related field.
• Minimum 18 months experience in Investment Banking or Placement Agent.
• Experience in M&A, ECM, Leveraged Finance or Financial Sponsors Group preferred.
• Excellent communication and interpersonal skills.
• Proficiency with MS Office Suite; CRM tools like Salesforce a plus.
• Fluent in English; interest in private markets and growth in alternative investments.

Responsibilities

• Support end-to-end execution of fundraising campaigns for alternative investment funds.
• Manage timelines, track deliverables and meet deadlines across multiple projects.
• Assist in preparing fundraising materials including pitch decks, PPMs, DDQs, and investor updates.
• Maintain accurate investor records and CRM data integrity.
• Coordinate roadshows and investor meetings with the distribution team.
• Liaise with clients to collect materials for investor due diligence.
• Generate periodic reports and analytics for internal teams and clients.

Skills

Communication skills

Interpersonal skills

English fluency

Private markets interest

Education

Bachelor's degree in Business, Finance, Economics or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Our client is a leading global Placement Agent, who focuses on raising capital for GPs globally. As part of their continued growth, they are looking to add an Analyst to join their team in New York.

Responsibilities:

• Support the end-to-end execution of fundraising campaigns for alternative investment funds.
• Manage timelines, track deliverables, and ensure deadlines are met across multiple concurrent projects.
• Assist in the preparation and review of fundraising materials, including pitch decks, PPMs, DDQs, and investor updates.
• Maintain accurate records of investor interactions and manage CRM data integrity.
• Coordinate roadshows, investor meetings, and follow-ups in collaboration with the distribution team.
• Liaise with clients to collect and organize materials and responses for investor due diligence.
• Generate periodic reports and analytics for both internal teams and clients.

Requirements:

• Bachelor's degree in Business, Finance, Economics or a related field.
• A minimum 18 months of experience in Investment Banking or from a Placement Agent. Experience in M&A, ECM, Leveraged Finance or in a Financial Sponsors Group is highly preferable.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (especially Excel and PowerPoint); familiarity with CRM tools like Salesforce is a plus.
• Interest in private markets and a desire to grow within the alternative investment industry.
• Excellent communication skills and complete fluency in English.