Fundraising Operations Analyst

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

Job summary

A leading recruitment agency seeks a Fundraising Operations Analyst in New York, NY. This role requires managing investor onboarding processes, maintaining CRM systems, and supporting fundraising efforts. Candidates should have a Bachelor's degree in Finance or related fields, along with a strong understanding of private markets fundraising and experience with CRM systems like Salesforce. Advanced Excel skills and the ability to manage multiple deadlines are essential. This position offers competitive compensation ranging from $140,000 to $185,000 annually.

Qualifications

• Bachelor’s degree in a relevant field is required.
• Strong understanding of fund structures is preferred.
• Experience with CRM systems is essential.

Responsibilities

• Manage investor onboarding processes including AML/KYC verification.
• Maintain and update CRM systems with investor activity.
• Support preparation of fundraising materials and communications.

Skills

Strong understanding of private markets fundraising

Advanced Excel skills

Strong organizational skills

Clear written and verbal communication skills

Education

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

Tools

Salesforce

Data management 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 Fundraising Operations Analyst 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 supporting capital raising infrastructure, investor onboarding, and fundraising process management within alternative asset management firms.

Actual openings may vary based on employer type (private equity, venture capital, private credit, real estate, hedge fund, or placement advisory firm), fund structure, and investor base.

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

Position Overview

Fundraising Operations Analysts support investor relations and capital raising teams by managing the operational, data, and reporting processes underlying successful fundraising efforts. The role combines CRM management, investor onboarding coordination, subscription processing, compliance tracking, and internal reporting in a deadline‑driven environment.

These professionals work closely with investor relations, legal, compliance, finance, fund administrators, and external service providers to ensure a smooth and compliant fundraising lifecycle.

Key Responsibilities

Manage investor onboarding processes, including subscription documents, AML/KYC verification, and compliance checks

Maintain and update CRM systems with investor activity, pipeline tracking, and engagement data

Coordinate closing processes, capital commitments, and documentation workflows

Support preparation and distribution of fundraising materials and investor communications

Track fundraising progress against targets and produce internal pipeline reporting

Liaise with legal counsel and fund administrators to ensure accurate documentation and closing mechanics

Monitor regulatory requirements related to investor onboarding and marketing compliance

Assist in maintaining data rooms and organizing due diligence materials

Identify opportunities to streamline workflows and automate fundraising operations processes

Respond to internal and external operational inquiries related to commitments and subscriptions

Preferred Qualifications

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

Strong understanding of private markets fundraising and fund structures

Familiarity with subscription agreements, AML/KYC processes, and investor onboarding workflows

Experience with CRM systems (e.g., Salesforce) and data management tools

Advanced Excel skills; familiarity with reporting or workflow automation tools is a plus

Strong organizational skills and attention to detail

Ability to manage multiple deadlines during active fundraising cycles

Clear written and verbal communication skills

Interest in private markets, investor relations, and operational process optimization

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 investor relations and fundraising teams

Interview preparation for private markets, fundraising operations, and compliance-related assessments

To learn more or express interest in fundraising operations and investor relations roles, visit:
https://www.careerlaunch.ai/