Strategic Private Capital Advisor

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

Job summary

A strategic advisory firm in New York is looking for a Strategic Advisory Specialist – Private Capital. The successful candidate will provide strategic guidance, capital planning, and portfolio advisory services. Responsibilities include advising clients, conducting due diligence, and developing performance reports. Candidates should have a degree in Finance or a related field, strong analytical skills, and proficiency in Excel and PowerPoint. This role offers competitive annual compensation ranging from $140,000 to $185,000.

Qualifications

• Bachelor's degree in relevant field required.
• Strong analytical and quantitative skills with high attention to detail.
• Proficiency in Excel and PowerPoint.

Responsibilities

• Advise clients on private capital investment strategies.
• Conduct due diligence on funds and portfolio companies.
• Develop dashboards and reports for portfolio performance.

Skills

Analytical skills

Quantitative skills

Written communication

Verbal communication

Attention to detail

Education

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

Tools

Excel

PowerPoint

Financial modeling

Job description

A strategic advisory firm in New York is looking for a Strategic Advisory Specialist – Private Capital. The successful candidate will provide strategic guidance, capital planning, and portfolio advisory services. Responsibilities include advising clients, conducting due diligence, and developing performance reports. Candidates should have a degree in Finance or a related field, strong analytical skills, and proficiency in Excel and PowerPoint. This role offers competitive annual compensation ranging from $140,000 to $185,000.