Capital Formation Analyst: Fundraising & Investor Reporting

TEEMA Solutions Group

New York (NY)

Presencial

USD 140.000 - 185.000

Jornada completa

14 días+

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Descripción de la vacante

A financial services company in New York is looking for a Capital Formation Analyst to support investment teams in capital-raising initiatives. This role involves assisting with financial analysis, investor reporting, and collaborating with legal and operations teams to ensure compliance. The ideal candidate will have at least a Bachelor's degree in Finance or a related field, showcasing strong analytical and communication skills, and a keen interest in capital fundraising initiatives. This full-time position offers an estimated compensation range of $140,000 to $185,000 annually.

Formación

  • Understanding of private capital fundraising, investor relations, and fund structuring.
  • Experience or coursework in private equity or venture capital.
  • Strong interest in capital formation and fund management.

Responsabilidades

  • Prepare investor materials, presentations, and performance reports.
  • Track investor commitments and monitor capital inflows.
  • Coordinate with legal, finance, and operations teams.

Conocimientos

Analytical skills
Attention to detail
Communication skills
Proficiency in Excel
Ability to work in fast-paced environments

Educación

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

Herramientas

Excel
CRM systems
VBA

Descripción del empleo

A financial services company in New York is looking for a Capital Formation Analyst to support investment teams in capital-raising initiatives. This role involves assisting with financial analysis, investor reporting, and collaborating with legal and operations teams to ensure compliance. The ideal candidate will have at least a Bachelor's degree in Finance or a related field, showcasing strong analytical and communication skills, and a keen interest in capital fundraising initiatives. This full-time position offers an estimated compensation range of $140,000 to $185,000 annually.
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