Institutional Capital Origination Specialist

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

Job summary

A financial services company in New York is seeking an experienced Institutional Capital Originator to develop relationships with institutional investors and originate capital commitments. The ideal candidate will possess a Bachelor's degree in a relevant field and strong analytical and communication skills. Responsibilities include providing investor presentations and collaborating with internal teams. This full-time role offers competitive compensation ranging from $140,000 to $185,000 annually.

Qualifications

• Bachelor’s degree in relevant field preferred.
• Strong understanding of investment products and capital markets.
• Advanced analytical skills with strong attention to detail.

Responsibilities

• Source and originate institutional capital commitments.
• Build and maintain relationships with institutional investors.
• Prepare investor presentations and investment summaries.
• Support due diligence requests and regulatory compliance.
• Collaborate with internal teams on investment products.

Skills

Strong understanding of institutional investors

Excellent written and verbal communication

Advanced analytical skills

Proficiency in Excel and CRM systems

Education

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

Tools

Excel

CRM/investor management systems

Job description

A financial services company in New York is seeking an experienced Institutional Capital Originator to develop relationships with institutional investors and originate capital commitments. The ideal candidate will possess a Bachelor's degree in a relevant field and strong analytical and communication skills. Responsibilities include providing investor presentations and collaborating with internal teams. This full-time role offers competitive compensation ranging from $140,000 to $185,000 annually.