Capital Advisory Associate

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading investment advisory firm located in New York, NY, is seeking a Capital Advisory Associate to support investment teams by analyzing capital deployment opportunities and assisting with capital strategies. The ideal candidate will have a strong background in finance or related fields and excellent analytical skills. Responsibilities include conducting market research, preparing reports for clients, and collaborating with various teams. This position offers a competitive salary and is full-time.

Qualifications

• Strong understanding of capital markets, fund structures, and portfolio management concepts.
• Experience or coursework in investment advisory, private capital, or corporate finance is preferred.
• Proficiency in financial modeling tools is a plus.

Responsibilities

• Support capital deployment strategies and investment advisory processes.
• Conduct analysis of investment opportunities, fund structures, and financing options.
• Prepare presentation materials and reports for clients and internal stakeholders.

Skills

Analytical skills

Quantitative skills

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field

Tools

Excel

PowerPoint

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Capital Advisory Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles that support capital planning, investment advisory, and structuring of client or institutional portfolios.

Actual openings may vary based on employer type (asset manager, private capital firm, private equity, venture capital, or institutional investor) and capital deployment strategies.

For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/

Position Overview

Capital Advisory Associates support investment and client teams by analyzing capital deployment opportunities, providing insights on investment structures, and assisting in the execution of capital strategies. The role blends quantitative analysis, market and fund research, and advisory support in fast-paced investment environments.

This role often involves collaboration with investment professionals, portfolio managers, client advisors, and risk and compliance teams.

Key Responsibilities

• Support capital deployment strategies and investment advisory processes
• Conduct analysis of investment opportunities, fund structures, and financing options
• Assist in evaluating client or institutional portfolios for allocation, diversification, and capital efficiency
• Prepare presentation materials and reports for clients, investment committees, and internal stakeholders
• Monitor capital calls, distributions, and investment lifecycle events across funds and portfolios
• Partner with legal, compliance, and operations teams to ensure documentation and approvals are accurate
• Conduct market, sector, and asset-class research to inform capital allocation decisions
• Maintain dashboards and analytical tools to track capital deployment, risk, and performance metrics
• Identify opportunities to optimize capital structures and enhance portfolio outcomes

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
• Strong understanding of capital markets, fund structures, and portfolio management concepts
• Experience or coursework in investment advisory, private capital, or corporate finance (preferred but not required)
• Strong analytical and quantitative skills with exceptional attention to detail
• Proficiency in Excel and PowerPoint; familiarity with portfolio management or financial modeling tools is a plus
• Strong written and verbal communication skills
• Ability to work effectively in a fast-paced, client-focused, and regulated environment
• Interest in investment strategy, capital planning, and portfolio advisory

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching
• Resume and profile optimization
• Guidance on outreach to investment and advisory teams
• Interview preparation for capital advisory, private capital, and portfolio-focused roles

To learn more or express interest in investment and capital advisory roles, visit: https://www.careerlaunch.ai/