Capital Raise Assistant

Pravati Capital LLC; Scottsdale (AZ); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services company is seeking a highly organized Assistant to support its Capital Raise Department. This critical role involves managing investor communications, coordinating meetings, and handling confidential information. Ideal candidates will have some experience (0-2 years), strong proficiency in Microsoft Office, and familiarity with Zoho CRM. This position presents growth opportunities in investor relations and capital markets, ensuring a dynamic work environment focused on professional development.

Qualifications

• 0–2 years of experience required.
• Interest in business development and/or sales is necessary.
• Ability to work independently and prioritize tasks effectively.

Responsibilities

• Provide administrative support for capital raising activities.
• Manage calendars, schedule investor meetings, and coordinate travel.
• Prepare and edit investor correspondence, reports, and presentations.
• Handle confidential investor information with discretion.
• Manage Zoho CRM tasks: data entry, reporting, dashboards, and workflow updates.
• Support email campaigns and marketing automation in Zoho.
• Assist with webinar coordination and investor event logistics.

Skills

Organizational skills

Time-management skills

Verbal communication

Written communication

Proficiency in Microsoft Office Suite

Experience with Zoho CRM

Interest in business development/sales

Tools

Zoho CRM

Zoho Marketing tools

Job description

We are seeking a highly organized and proactive Assistant to support Pravati Capital’s Capital Raise Department. This role is critical for managing investor communications, CRM workflows, and marketing initiatives. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional attention to detail, and is comfortable with technology-driven processes.

Responsibilities

• Provide administrative support for capital raising activities
• Manage calendars, schedule investor meetings, and coordinate travel
• Prepare and edit investor correspondence, reports, and presentations
• Handle confidential investor information with discretion
• Manage Zoho CRM tasks: data entry, reporting, dashboards, and workflow updates
• Support email campaigns and marketing automation in Zoho
• Assist with webinar coordination and investor event logistics

Qualifications

• 0–2 years of experience
• Interest in business development and/or sales
• Strong organizational and time-management skills; excellent written and verbal communication
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Required: Experience with Zoho CRM and Zoho Marketing tools
• Ability to work independently and prioritize tasks effectively
• Professional demeanor and strong interpersonal skills

Growth Opportunities & Core Values

At Pravati Capital, we believe in fostering growth and development. This role offers exposure to investor relations and capital markets, providing a pathway for advancement within the organization. We live by our core values.