Capital Markets Analyst

Description

• Develop and maintain investor presentations, pitch decks, PPMs, and other collateral.
• Assist with quarterly investor reporting, fund performance updates, and ad hoc requests.
• Conduct industry and investor research to identify and prioritize potential LP targets.
• Track investor interactions and prepare outreach updates for leadership.
• Support data room management and respond to investor due diligence requests.
• Participate in cross-functional projects involving finance, legal, and operations to ensure seamless fundraising and transaction execution.
• Coordinate logistics for investor meetings, roadshows, and annual meetings.
• Support ad hoc strategic projects assigned by senior leadership.
• Maintain and enhance internal databases and dashboards to improve fundraising visibility and efficiency.
• Prepare and analyze fundraising metrics, pipeline reports, and investor engagement summaries.
• Streamline internal workflows and improve processes for greater efficiency.
• Collaborate with the deal team to develop fund strategy materials and positioning.
• Assist in managing all aspects of the fundraising lifecycle, including pipeline tracking, due diligence, and LP communications.
• Support Partners and senior leadership in developing marketing strategies and communication plans for current and future funds.

Requirements

We are seeking a highly motivated Capital Markets Analyst to join our team and support all aspects of fundraising, investor relations, and capital markets initiatives. This is an ideal role for a first- or second-year investment banking analyst who wants to transition into private equity on the capital formation and investor side, gaining direct exposure to senior leadership, institutional investors, and capital markets activities from end to end.

Analytics and Reporting

The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, entrepreneurial environment. This individual will play an important role in organizing capital-raising efforts, assisting in the preparation of investor materials, and ensuring smooth engagement with LPs and other key stakeholders.

• Personal Attributes: Entrepreneurial mindset, intellectual curiosity, team-oriented attitude, and a strong desire to learn the business of capital raising and investor relations.
• Education: Bachelor’s degree in Finance, Economics, Business, or related field.
• Technical Skills: Strong Excel and PowerPoint skills; familiarity with financial (real estate a plus) modeling and presentation design.
• Professional Skills: Exceptional attention to detail and ability to manage multiple workstreams simultaneously; strong analytical, quantitative, and communication skills; ability to distill complex investment concepts into clear and compelling materials; comfortable interfacing with senior executives and institutional investors.
• Experience: 1–2 years of experience in investment banking, placement agent, or private equity preferred.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance