Placement Agent Associate

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

Job summary

A leading capital advisory firm in New York, NY is seeking a Placement Agent Associate to support capital raising efforts for private markets funds. The individual will assist senior professionals in conducting investor research, preparing marketing materials, and managing client relationships. Ideal candidates should have a Bachelor's degree in Finance or related fields, strong analytical skills, and knowledge of fundraising processes. This position offers a dynamic work environment with opportunities for growth and development.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field required.
• Strong understanding of private markets fund structures and fundraising processes.
• Experience in investment banking or capital markets preferred.
• Advanced Excel and PowerPoint skills necessary.

Responsibilities

• Assist in executing capital raising mandates for private markets funds.
• Prepare marketing materials including pitch decks and PPMs.
• Conduct investor research and maintain databases of institutional LPs.
• Support financial analysis of fund performance and metrics.
• Coordinate investor meetings and track fundraising pipelines.

Skills

Financial analysis

Investor research

Prepare marketing materials

Communication skills

Analytical skills

Education

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

Tools

Excel

PowerPoint

CRM 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 Placement Agent Associate 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 efforts for private markets funds and alternative investment managers.

Actual openings may vary based on employer type (placement agent firm, investment bank, private markets advisory firm, or capital advisory platform), asset class focus (private equity, venture capital, private credit, real estate, infrastructure, hedge funds), and geographic coverage.

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

Position Overview

Placement Agent Associates support senior fundraising professionals in raising capital from institutional investors on behalf of alternative asset managers. The role combines financial analysis, marketing material preparation, investor research, due diligence coordination, and client relationship support in a fast-paced, client-facing environment.

These professionals work closely with general partners (GPs), limited partners (LPs), institutional investors, and internal capital advisory teams.

Key Responsibilities

Assist in executing capital raising mandates for private markets funds

Prepare marketing materials including pitch decks, private placement memoranda (PPMs), teasers, and due diligence questionnaires (DDQs)

Conduct investor research and maintain detailed databases of institutional LPs (pensions, endowments, family offices, sovereign wealth funds)

Support financial analysis of fund performance, track records, and portfolio metrics (IRR, TVPI, DPI, MOIC)

Coordinate investor meetings, roadshows, and follow-up communications

Track fundraising pipeline activity and investor engagement status

Assist with responses to LP due diligence requests and data room management

Monitor market trends in fundraising, allocations, and alternative asset flows

Support internal reporting related to capital raising progress and projections

Maintain CRM systems and investor contact records

Preferred Qualifications

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

Strong understanding of private markets fund structures and fundraising processes

Familiarity with performance metrics such as IRR, MOIC, TVPI, and DPI

Experience in investment banking, private equity, investor relations, capital markets, or fundraising support (preferred but not required)

Advanced Excel and PowerPoint skills; familiarity with CRM tools and investor databases is a plus

Strong analytical and organizational skills

Excellent written and verbal communication abilities

Ability to manage multiple deadlines and client relationships simultaneously

Strong interest in private markets, fundraising, and institutional investor relations

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 placement agents and capital advisory firms

Interview preparation for fundraising, private markets, and investor-facing assessments

To learn more or express interest in placement and capital raising roles, visit:
https://www.careerlaunch.ai/