Capital Raising Analyst — Placement Agent

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

Job summary

Career Launch AI is seeking a Placement Agent Analyst in New York, NY for a full-time role focused on helping with fundraising, investor outreach, and deal execution. You will assist in preparing materials, manage investor communications, and maintain data rooms and dashboards.

The ideal candidate holds a bachelor’s degree in Finance, Economics, or related field, with strong analytical and communication skills and familiarity with Excel, PowerPoint, and CRM systems.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Understanding of fundraising processes, private placements, or capital markets.
• Strong analytical and financial modeling skills.
• Excellent written and verbal communication skills for investor and internal interactions.
• Proficiency in Excel, PowerPoint, and CRM or deal tracking tools.
• Ability to manage multiple investors and deadlines in a fast-paced environment.
• Interest in private equity, venture capital, or alternative investment fundraising.

Responsibilities

• Assist in preparing marketing and fundraising materials, including pitch decks, offering memoranda, and data room content
• Support investor outreach and communications to drive capital commitments
• Maintain tracking of investor engagement, commitments, and subscription documentation
• Conduct market research on potential investors, industry trends, and competitor fundraising activity
• Coordinate with legal, compliance, and operations teams to ensure accurate documentation and regulatory compliance
• Build and maintain investor databases, dashboards, and reporting tools
• Prepare internal reports and updates for senior management on fundraising progress
• Identify opportunities to improve fundraising processes and investor engagement strategies

Skills

Analytical skills

Financial modeling

Communication

Education

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

Tools

Excel

PowerPoint

CRM / deal tracking tools

Job description

Career Launch AI is seeking a Placement Agent Analyst in New York, NY for a full-time role focused on helping with fundraising, investor outreach, and deal execution. You will assist in preparing materials, manage investor communications, and maintain data rooms and dashboards.

The ideal candidate holds a bachelor’s degree in Finance, Economics, or related field, with strong analytical and communication skills and familiarity with Excel, PowerPoint, and CRM systems.