Confidential Company

Capital Markets Associate

Confidential Company

New York, United States
1-3 Years
Position type
Full time


The Company 
Our company is building the most dynamic alternative investment experience for investors and advisors worldwide through its revolutionary technology and platform. Their platform connects financial advisors worldwide to the best alternative investment managers. Today, advisors are primarily limited to raising capital only within their local market. With our company, these managers can now raise capital in any international market by using our platform to connect with institutional and intermediary channels. Unlike our competitors, we have assembled in one platform the full suite of front-office and back-office functionality needed to fully support fund distribution efforts. Simply put, we shorten the average amount of time needed to internationally distribute a fund from 2 years to 1 month, while providing scalable international access. We are in the process of launching our first clients, including a few tier-one private equity firms and other well-respected asset managers, as we prepare to scale up.


The Role
We are seeking a dynamic, motivated associate who takes pride in the knowledge and commitment to service they bring to their job. In addition to the many detailed administrative and analytic requirements of this position, it is essential that this person is a knowledgeable, team-oriented professional with strong leadership skills to perform operational activities within the firm’s SEC-registered Investment Advisor and FINRA registered broker-dealer. In addition, the Associate must be able to effectively multitask and prioritize responsibilities based on the needs of the team.



  • Prepare and update financial models and discussion materials specific to various alternative investments strategies.
  • Execute research and diligence requests for both internal and external stakeholders.
  • Consistently update the company pitch deck as changes arise.
  • Maintain and manage vendor relationships in a variety of operational domains.
  • Support financial operations with invoice payment, financial statements, and tax.
  • Attend all business meetings and act as scribe for meeting minutes.
  • Assist in client and vendor prospecting and outreach via internal CRM and email.
  • Handle coordination of legal documents with potential clients and outside counsel.
  • Coordinate meeting times between the business team and external parties.
  • Make recommendations for business performance improvement.
  • Cooperate with different departments to improve business operations.
  • Understand the expectations of an open position to source and screen candidates.



  • At least 1-2 years of finance industry/ investment banking/asset management experience
  • Superior organizational skills with the ability to build financial models, and presentation materials, and to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
  • Demonstrated ability to consistently deliver a superior level of productivity and quality client service
  • High level of attention to detail and understanding the importance of accuracy in quality of work/downstream impacts
  • Ability to understand client needs, identify root causes of problems, and implement pragmatic solutions.
  • Ability to work and adapt to a fast-paced environment, attention to detail, willingness to learn new functions and outside-the-box thinking are a must.

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