Fundraising Operations Analyst (Investor Onboarding & CRM)

TEEMA Solutions Group; 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

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.