6h ago
Capital Formation Analyst
New York City
$100,000-$120,000 / year
C
full-timejuniorinvestment management
🛠 Tech Stack
💼 About This Role
You'll support the fundraising and investor relations efforts of a leading blockchain-focused investment firm. Your work will ensure smooth operations for global sales execution and investor engagement. This junior role offers direct exposure to capital formation in a fast-paced, collaborative environment.
🎯 What You'll Do
- Scheduling investor meetings and managing logistics
- Maintaining CRM records in Salesforce with meeting notes
- Supporting post-meeting data capture and follow-ups
- Preparing materials for meetings and outreach campaigns
📋 Requirements
- 1-2 years of administrative or operational experience in financial services
- Strong organizational and time management skills with attention to detail
- Proficient in Microsoft Office (Outlook, Excel, PowerPoint)
- Bachelor's degree from a top four-year accredited institution
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