Capital Strategy Manager

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

Job summary

A financial services firm based in New York is seeking a Capital Strategy Manager to design and execute investment strategies. The role entails market analysis and collaborating with investment teams to optimize portfolio performance and drive growth. Candidates should have a strong background in finance, excellent analytical skills, and proficiency in relevant tools. This full-time position offers compensation ranging from $140,000 to $185,000 based on experience.

Qualifications

• Bachelor's degree in a relevant field is required.
• Strong understanding of capital markets and investment strategy.
• Advanced analytical skills with excellent attention to detail.

Responsibilities

• Develop and implement capital deployment strategies.
• Conduct market research and portfolio performance reviews.
• Collaborate with investment teams on portfolio construction.

Skills

Capital markets understanding

Investment strategy

Portfolio management

Analytical skills

Excellent communication

Education

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

Tools

Excel

PowerPoint

Portfolio/analytics tools

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 Strategy Manager 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 strategic capital planning, portfolio optimization, and investment initiatives.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, credit, real assets, infrastructure), and strategic objectives.

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

Position Overview

The Capital Strategy Manager supports investment and finance teams by designing, analyzing, and executing strategic initiatives for capital allocation and portfolio optimization.

This role blends financial modeling, market research, and strategic planning to help organizations deploy capital efficiently, optimize portfolio performance, and drive growth. It involves close collaboration with portfolio managers, investment teams, and senior leadership to ensure alignment with organizational objectives and risk-return targets.

Key Responsibilities

• Develop and implement capital deployment and investment strategies aligned with organizational goals
• Conduct market research, sector analysis, and portfolio performance reviews to identify opportunities and risks
• Collaborate with investment teams on portfolio construction, scenario analysis, and capital allocation decisions
• Prepare reports, dashboards, and presentations for senior leadership and investment committees
• Monitor portfolio performance, liquidity, and capital efficiency metrics
• Identify strategic initiatives to improve investment returns and optimize resource allocation
• Support fundraising, investor engagement, and stakeholder communications with strategic insights
• Partner with cross-functional teams to align capital strategy with organizational priorities

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Strong understanding of capital markets, investment strategy, and portfolio management
• Experience in private equity, credit, real assets, or strategic capital planning (preferred but not required)
• Advanced analytical and modeling skills with attention to detail
• Proficiency in Excel, PowerPoint, and portfolio/analytics tools
• Excellent written, verbal, and presentation skills for internal and external stakeholders
• Ability to manage multiple strategic initiatives in fast-paced environments
• Strong interest in investment strategy, capital allocation, and financial planning

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 senior leadership
• Interview preparation for capital strategy, portfolio analysis, and investment initiatives

To learn more or express interest in strategic capital and investment roles, visit:
https://www.careerlaunch.ai/