Private Markets Capital Raising 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

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.