Capital Introduction Analyst

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

Career Launch AI is seeking a Capital Introduction Analyst in New York, NY to support fundraising and investor relations by identifying and engaging prospective investors, and by preparing outreach materials.

You will collaborate with portfolio managers, investment teams, and marketing/IR to grow investor pipelines, track activities in CRM, coordinate meetings and events, and report progress to senior leadership while adhering to regulatory guidelines.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.

Responsibilities

• Research and identify potential investors, including institutional investors, family offices, and high-net-worth individuals
• Maintain and update CRM systems with investor interactions, pipeline status, and engagement metrics
• Assist in preparing investor outreach materials, presentations, and marketing collateral
• Support investor meetings, roadshows, and virtual events, including scheduling and logistics coordination
• Track capital introduction activities, monitor fundraising progress, and report metrics to senior teams
• Conduct market and investor research to identify trends, new opportunities, and competitor activity
• Collaborate with investment teams to provide investor insights and support fundraising strategy
• Ensure compliance with all regulatory and internal guidelines during investor communications

Skills

Research

Analytics

Organizational

Communication

Investor relations

Education

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

Tools

Salesforce

Microsoft 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 Introduction Analyst 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 connect investment managers with prospective investors, support fundraising initiatives, and facilitate investor engagement programs.

Actual openings may vary based on employer type (hedge funds, private equity, venture capital, private credit, or asset managers), target investor base, and fund structure.

Position Overview

Capital Introduction Analysts support fundraising and investor relations teams by identifying, researching, and engaging prospective investors. The role focuses on facilitating connections between portfolio managers or fund teams and potential limited partners, enhancing investor pipelines, and supporting capital-raising efforts.

This position blends market research, investor analytics, relationship management, and strategic communication in a fast-paced environment. Analysts often work closely with senior leadership, investment teams, and marketing/IR departments.

Key Responsibilities

• Research and identify potential investors, including institutional investors, family offices, and high-net-worth individuals
• Maintain and update CRM systems with investor interactions, pipeline status, and engagement metrics
• Assist in preparing investor outreach materials, presentations, and marketing collateral
• Support investor meetings, roadshows, and virtual events, including scheduling and logistics coordination
• Track capital introduction activities, monitor fundraising progress, and report metrics to senior teams
• Conduct market and investor research to identify trends, new opportunities, and competitor activity
• Collaborate with investment teams to provide investor insights and support fundraising strategy
• Ensure compliance with all regulatory and internal guidelines during investor communications

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Familiarity with private markets, hedge funds, or asset management fundraising processes
• Strong research, analytical, and organizational skills
• Excellent written and verbal communication skills for investor-facing interactions
• Experience with CRM platforms (e.g., Salesforce) and Microsoft Office (Excel, PowerPoint)
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Interest in investor relations, capital raising, and client engagement

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 investor relations, fundraising, and marketing teams
• Interview preparation for investor-focused and capital introduction assessments