Capital Formation Analyst: Fundraising & Investor Reporting

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

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Analytical skills

Attention to detail

Communication skills

Proficiency in Excel

Ability to work in fast-paced environments

Education

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

Tools

Excel

CRM systems

VBA

Job description

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.