Analyst - Placement Agent (Remote with Travel)

Key Responsibilities:

• Collaborate 1:1 with senior team members to manage fundraising processes for clients.
• Conduct research and analysis on prospective investors and industry trends.
• Prepare high-quality marketing materials, including pitch decks and investor memos.
• Support client meetings and calls, ensuring smooth communication and follow-up.
• Coordinate and participate in roadshows, investor meetings, and other travel-related events.
• Maintain CRM systems and databases to track investor engagement.

Qualifications:

• 1-2 years of experience in a professional setting, ideally in finance, consulting, or investor relations.
• Exceptional communication skills, both written and verbal, with the ability to interact confidently and professionally with clients and investors.
• Proven ability to work independently and handle tasks with minimal supervision.
• Strong organizational skills and attention to detail.
• Comfort with a remote work environment and willingness to travel as required.