Private Capital Strategy Advisor

Initio Capital; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

Initio Capital is seeking a Strategic Advisory Specialist in New York, NY to support investment teams by providing strategic guidance and advisory services in a dynamic private capital environment.

The ideal candidate will have a Bachelor’s degree in Finance or a related field, strong analytical skills, and proficiency in Excel and PowerPoint. This full-time position involves advising clients, conducting due diligence, and preparing strategic recommendations.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
• Knowledge of private capital markets and fund structures.
• Strong analytical and quantitative skills with attention to detail.

Responsibilities

• Advise clients on investment strategies and portfolio allocation.
• Conduct due diligence on funds and portfolio companies.
• Develop and maintain dashboards for portfolio performance tracking.
• Prepare client presentations and strategic recommendations.
• Collaborate with operations and compliance teams.
• Monitor market trends and key performance metrics.
• Support strategic initiatives across portfolio companies.

Skills

Analytical skills

Client communication

Financial modeling

Market research

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Accounting, Business

Tools

Excel

PowerPoint

Job description

Initio Capital is seeking a Strategic Advisory Specialist in New York, NY to support investment teams by providing strategic guidance and advisory services in a dynamic private capital environment.

The ideal candidate will have a Bachelor’s degree in Finance or a related field, strong analytical skills, and proficiency in Excel and PowerPoint. This full-time position involves advising clients, conducting due diligence, and preparing strategic recommendations.