Capital Markets & Fund Advisory Analyst

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

Job summary

A leading financial services provider in New York, NY is looking for a Capital Markets & Fund Advisory Analyst. This role involves providing analytical and advisory support related to fund structuring and capital raising. Candidates should have a Bachelor's degree in Finance or a related field, strong analytical skills, and experience or knowledge in capital markets. The position offers a dynamic environment with opportunities for growth and collaboration within investment teams.

Qualifications

• Bachelor’s degree; CFA or advanced degree is a plus.
• Understanding of capital markets and fund structures.
• Experience in private equity or venture capital is beneficial.

Responsibilities

• Conduct research and analysis on capital markets trends.
• Support fund advisory initiatives such as capital raising.
• Prepare reports and presentations for clients and leadership.

Skills

Analytical skills

Financial modeling

Communication

Attention to detail

Interest in capital markets

Education

Bachelor’s degree in Finance, Economics, Accounting

Tools

Excel

PowerPoint

Python

SQL

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 Markets & Fund Advisory 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 early-career roles in capital markets, fund advisory, and alternative investment services.

Actual openings may vary depending on employer focus, including private equity, venture capital, real estate, infrastructure, and private credit.

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

Position Overview

Capital Markets & Fund Advisory Analysts support investment teams and fund clients by providing analytical, research, and advisory support related to fund structuring, capital raising, and market positioning.

The role blends quantitative analysis, market research, and investor reporting to help optimize fund strategies and support capital market transactions. Analysts collaborate closely with portfolio managers, fund operations teams, and senior advisory staff to produce actionable insights and recommendations for clients and investors.

Key Responsibilities

Conduct research and analysis on capital markets trends, fundraising activity, and fund performance

Support fund advisory initiatives, including fund structuring, capital raising, and investor relations

Build financial models and dashboards to evaluate fund performance and investment strategies

Prepare reports, presentations, and recommendations for clients, fund managers, and senior leadership

Monitor market and regulatory developments affecting private funds and alternative investments

Assist with due diligence, investor reporting, and portfolio performance analysis

Identify opportunities to enhance fund positioning, efficiency, and investor engagement

Collaborate across investment, finance, and operations teams to ensure accurate reporting and analysis

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field; CFA or advanced degree is a plus

Understanding of capital markets, fund structures, and private investment vehicles

Experience or coursework in fund advisory, private equity, venture capital, real estate, or private credit

Advanced analytical and financial modeling skills with strong attention to detail

Proficiency in Excel and PowerPoint; familiarity with Python, SQL, or other analytical tools is a plus

Strong written and verbal communication skills

Ability to work efficiently in a fast-paced, client-focused environment

Interest in capital markets, fund advisory, and alternative investment strategies

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 teams and fund managers

Interview preparation for capital markets, fund advisory, and analytical assessments

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