Deal Support Specialist

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

Job summary

A financial services firm in New York seeks a Deal Support Specialist to provide operational and analytical support in deal execution. Responsibilities include managing documentation, ensuring timely transactions, and collaborating with various stakeholders. The ideal candidate has a Bachelor's in Finance or related field and strong organizational skills. Proficiency in Excel and an interest in investment transactions is essential. This full-time role offers a competitive compensation range of $140,000 - $185,000 annually.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Familiarity with deal execution, investment operations, or transaction support.
• Strong organizational and multitasking skills with high attention to detail.
• Proficiency in Excel; experience with deal management, workflow, or reporting systems is a plus.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Clear written and verbal communication skills.
• Interest in investment transactions, deal workflows, and operational excellence.

Responsibilities

• Support end-to-end deal execution, including preparation and review of deal documents, approvals, and closing checklists.
• Coordinate internal and external parties involved in transactions, such as legal, finance, and counterparties.
• Ensure accuracy, compliance, and timely completion of all deal-related activities.
• Maintain deal tracking systems, dashboards, and workflow reports.
• Assist with P&L, cash flow, and transaction impact tracking for executed deals.
• Identify process inefficiencies, workflow gaps, or potential risks and propose solutions.
• Prepare daily, weekly, and ad-hoc reports on deal activity for management and investment teams.
• Support post-closing tasks, including documentation filing, audit support, and reconciliation.

Job description

Deal Support 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 Deal Support Specialist position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in deal execution, transaction support, and investment operations.

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

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

Position Overview

The Deal Support Specialist provides operational and analytical support to investment teams across the full deal lifecycle. This includes coordinating deal documentation, facilitating approvals, and ensuring timely execution of transactions.

The role requires strong organizational skills, attention to detail, and the ability to manage multiple deal-related tasks simultaneously. It involves collaboration with investment professionals, legal, finance, and external counterparties.

Key Responsibilities

Support end-to-end deal execution, including preparation and review of deal documents, approvals, and closing checklists

Coordinate internal and external parties involved in transactions, such as legal, finance, and counterparties

Ensure accuracy, compliance, and timely completion of all deal-related activities

Maintain deal tracking systems, dashboards, and workflow reports

Assist with P&L, cash flow, and transaction impact tracking for executed deals

Identify process inefficiencies, workflow gaps, or potential risks and propose solutions

Prepare daily, weekly, and ad-hoc reports on deal activity for management and investment teams

Support post-closing tasks, including documentation filing, audit support, and reconciliation

Preferred Qualifications

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

Familiarity with deal execution, investment operations, or transaction support

Strong organizational and multitasking skills with high attention to detail

Proficiency in Excel; experience with deal management, workflow, or reporting systems is a plus

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

Clear written and verbal communication skills

Interest in investment transactions, deal workflows, and operational excellence

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 deal teams

Interview preparation for deal support, transaction operations, and investment workflows

To learn more or express interest in deal support and transaction operations roles, visit:
https://www.careerlaunch.ai/