Capital Origination Specialist

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

Job summary

A financial services firm located in New York, NY is seeking a Capital Origination Specialist responsible for sourcing and structuring capital-raising opportunities. The ideal candidate will work closely with investors and internal teams to facilitate successful deal origination and capital deployment. Preferred qualifications include a Bachelor's degree in Finance or Economics and strong analytical and relationship management skills. This role promises competitive compensation ranging from $140,000 to $185,000 annually.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field required.
• Strong understanding of capital markets and investment instruments.
• Proficiency in Excel and familiarity with financial analytics tools.

Responsibilities

• Identify and originate capital-raising opportunities for funds.
• Develop relationships with institutional investors and strategic partners.
• Conduct market research and financial analysis to support investment proposals.

Skills

Analytical skills

Relationship management

Financial modeling

Communication skills

Market research

Education

Bachelor's degree in Finance, Economics, or Business

Tools

Excel

CRM systems

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 Origination Specialist 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 focused on capital raising, investor engagement, and deal origination across multiple asset classes.

Actual openings may vary based on employer focus, investment strategy, and capital markets approach.

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

Position Overview

The Capital Origination Specialist is responsible for sourcing, structuring, and facilitating capital-raising opportunities across private and public markets. The role involves developing strong relationships with investors, identifying potential investment opportunities, and supporting the execution of financing strategies.

This position requires collaboration with investment teams, portfolio managers, client relationship managers, and legal/compliance teams to ensure successful deal origination and capital deployment.

Key Responsibilities

Identify, evaluate, and originate capital-raising opportunities for funds, private placements, and structured investments

Develop and maintain relationships with institutional investors, family offices, and strategic partners

Conduct due diligence, market research, and financial analysis to support deal structuring and investment proposals

Assist in preparing pitch materials, investor presentations, and marketing documentation

Collaborate with internal teams to ensure compliance, accurate documentation, and timely execution of capital commitments

Monitor investor activity, manage pipelines, and track capital deployment and fundraising performance

Identify trends, market dynamics, and strategic opportunities to expand the capital base

Prepare regular reports and updates for senior management on origination activity and investor engagement

Preferred Qualifications

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

Strong understanding of capital markets, private placements, and investment instruments

Experience or coursework in deal origination, investor relations, or investment banking (preferred but not required)

Excellent analytical and financial modeling skills

Strong interpersonal and relationship management abilities

Proficiency in Excel; familiarity with CRM systems, SQL, or financial analytics tools is a plus

Ability to work effectively in fast-paced, time-sensitive environments

Clear written and verbal communication skills

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 investors

Interview preparation for capital markets, investment, and fundraising roles

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