Capital Transaction Specialist

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

Job summary

Career Launch AI is seeking a Capital Transaction Specialist in New York, NY. This full-time role focuses on managing capital activity, executing investment transactions, and maintaining precise portfolio records. You will coordinate with internal teams and external partners to ensure accurate processing.

The ideal candidate will have a finance- or business-related degree, strong analytical skills, and proficiency in Excel. Experience with portfolio management or transaction workflows is a plus.

Qualifications

• Bachelors degree in finance, accounting, economics, business or a related field.
• Strong analytical and organizational skills with attention to detail.
• Proficient in Excel; familiarity with portfolio management systems is a plus.

Responsibilities

• Execute and manage capital transactions including calls, distributions, transfers and contributions.
• Maintain accurate records of capital activity and investment positions.
• Assist with cash flow monitoring, reconciliation, and P&L reporting.
• Collaborate with portfolio managers, finance, and external partners for timely processing.
• Build dashboards and reports to track capital movements and activity.
• Ensure compliance with internal policies and regulatory requirements.
• Identify risks and inefficiencies; propose improvements.
• Prepare regular reports for investment teams and senior management.

Skills

Analytical thinking

Attention to detail

Communication skills

Excel proficiency

Portfolio tools

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Portfolio management systems

Excel

Job description

Capital Transaction Specialist
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 Transaction 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 early-career roles in capital operations, investment transaction support, and portfolio management.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, credit, venture capital, real assets), and investment strategy.

Position Overview

The Capital Transaction Specialist supports investment and portfolio teams by managing capital activity, executing investment transactions, and ensuring the accuracy of portfolio records. This role requires strong operational skills, attention to detail, and the ability to coordinate across internal teams and external partners.

The position is critical to the smooth execution of capital calls, distributions, and portfolio funding, while also contributing to reporting and operational efficiency.

Key Responsibilities

Execute and manage capital transactions, including capital calls, distributions, transfers, and contributions

Maintain accurate records of capital activity and investment positions

Assist with cash flow monitoring, reconciliation, and P&L reporting for portfolio holdings

Collaborate with portfolio managers, finance, operations, and external partners to ensure timely and accurate transaction processing

Build and maintain dashboards, reports, and analytics to track capital movements and investment activity

Ensure compliance with internal policies, legal agreements, and regulatory requirements

Identify operational risks, errors, or inefficiencies and propose improvements

Prepare daily, weekly, and ad-hoc reports for investment teams and senior management

Preferred Qualifications

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

Knowledge of capital operations, investment transactions, or portfolio management processes

Strong analytical, organizational, and problem-solving skills

Proficiency in Excel; familiarity with portfolio management systems or workflow tools is a plus

Ability to work effectively in a fast-paced, deadline-driven environment

Clear written and verbal communication skills

Interest in capital operations, investment processes, and portfolio reporting

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 and portfolio teams

Interview preparation for capital operations, transaction support, and investment workflow roles