Fundraising Operations Analyst (Investor Onboarding & CRM)
$140k - $185kTEEMA Solutions Group
A leading recruitment agency seeks a Fundraising Operations Analyst in New York, NY. This role requires managing investor onboarding processes, maintaining CRM systems, and supporting fundraising efforts. Candidates should have a Bachelor's degree in Finance or related fields, along with a strong understanding of private markets fundraising and experience with CRM systems like Salesforce. Advanced Excel skills and the ability to manage multiple deadlines are essential. This position offers competitive compensation ranging from $140,000 to $185,000 annually. #J-18808-Ljbffr TEEMA Solutions Group
$140k - $185k
...job description represents a sample Fundraising Operations Analyst position commonly found through the... ...capital raising infrastructure, investor onboarding, and fundraising process management... ...fundraising efforts. The role combines CRM management, investor onboarding...CRMFull time- Position: Business Analyst / Private Client Fundraising / Investor Relations Location: NYC, NY... ...roadshows, investor pipelines, onboarding, and opportunity... ...solutions Support and enhance CRM platforms used for... ...workflows and capital raising operations Exposure to data...CRMRemote work3 days per week
- ...click through to "Investor Relations / Marketing... ...service, and fundraising activities, helping... ..., and comfortable operating in a fast-paced, high... ...with financial analyst backgrounds (investment... ...for new investor onboarding Help prepare,... ...Reporting Maintain CRM and investor...CRM
- ...credit investment platform seeking an Analyst to support investor relations and fundraising efforts, prepare marketing materials,... ..., and compliance to support investor onboarding and capital closings. Maintain investor databases, CRM systems, and fundraising data rooms...CRM
$110k - $140k
Alchelyst is seeking a candidate for an Investor Services role in New York, NY. The role involves executing investor onboarding processes, managing investor data within CRM systems, and ensuring compliance with AML/KYC standards. Candidates should have over 3 years in...CRM$50k - $70k
...Fintech company that is a premier leader in CRM solutions for the Financial industry.... ...connected growth platform, integrating fundraising and deal management workflows with data... ...management of client accounts including support, onboarding, training, as well as developing lasting...CRM- ...experienced Salesforce Business Analyst (Consultant) to enhance Salesforce functionality for fundraising initiatives. This role... ...business stakeholders to optimize investor tracking and reporting in a fast... ...financial services, ensuring scalable CRM solutions to support...CRM
- ...A growing real estate investment firm in the U.S. seeks an Investor Relations Manager. You will lead outreach to accredited investors and... ...candidates have 5–7 years of experience in investor relations, strong CRM skills, and a background in engaging high-net-worth individuals....CRMRemote work
- ...York is seeking a Capital Introduction Associate to support fundraising efforts and investor relations. The role involves researching potential... ...strong research and organizational skills, and experience with CRM systems like Salesforce. This position offers a competitive...CRM
$23 - $28 per hour
A financial services firm in New York is seeking an Investor Operations Co-op Coordinator to enhance their team. The role involves managing outbound investor communications, maintaining CRM data, and supporting investor reporting. Candidates must be detail-oriented with...CRMHourly payWork at office- ...Specialist to manage relationships with institutional investors and assist in capital raising initiatives.... ...involves preparing investor materials, maintaining CRM systems, and providing insights on fundraising strategy. Excellent communication and analytical skills...CRM
$140k - $185k
...agency is looking for a Capital Markets Fundraising Analyst in New York, NY. This role involves... ...initiatives, supporting the preparation of investor materials, and analyzing investor data.... ...communication skills. Familiarity with CRM tools and proficiency in Excel are...CRMFull time$169k - $255k
...deliver attractive returns to investors with a range of duration and... ...Finance is seeking a seasoned fundraising professional with deep... ...and follow‑ups into relevant CRM system to support forecasting... ...execution as needed. Comfortable operating in a fast‑paced, entrepreneurial...CRMLocal areaImmediate start- ...Job Title: Business Executive Assistant - Investor Relations (Remote) Position Type: Part-... ...Relations Assistant to support their fundraising efforts and maintain robust investor relations... ...Technical Proficiency: Familiarity with CRM systems, Microsoft Office Suite, and...CRMPart timeWork experience placementWork at officeRemote workFlexible hours
$95k
...Salary: $95,000 Job Overview - Client Operations Analyst (Investment Operations):... ...support high-net-worth portfolios through onboarding, cash management, and regulatory compliance... ...Advent or Enfusion, with experience in CRM or workflow tools preferred. Industry...CRMPermanent employmentMonday to Friday- ...Title: IT Business Analyst - Institutional Private Client Fundraising Location:... ...role partners with Investor Relations,... ...investor pipelines, onboarding, and opportunity tracking... ...experience with CRM platforms (e.g.,... ...and capital raising operations. Exposure to...CRMContract workLocal area3 days per week
- ...brightwheel is looking for an Onboarding Specialist to support and train customers in implementing its childcare platform. This remote position... ..., and a tech-savvy background, preferably with experience in CRM tools like Salesforce. Brightwheel values diversity and offers...CRMRemote work
$86.25k - $145k
...collaboratively on data-driven GTM Strategy and Operations topics required to run the sales teams,... ...with advanced proficiency in Salesforce CRM (reports, dashboards, and data structure... ...for money in any recruitment or onboarding activities. All available job openings at...CRMWork at officeLocal areaFlexible hours- ...A leading financial technology firm is looking for an Onboarding Product Manager to manage the complete investor onboarding process. This role entails simplifying complex onboarding flows, integrating blockchain wallet experiences, and enhancing user experience for tokenized...Remote work
$23 - $28 per hour
...Audax Group is seeking an Investor Operations Co-op Coordinator based in... ...Responsibilities Maintain CRM data quality through routine... ...deliverables. Assist with new product onboarding by tracking required steps,... ...access current. Support fundraising industry news deliverables...CRMHourly payWork at office- ...Job Title: Operations Specialist (Data Analyst, App Operations, Email Marketing) Job Type: Full-time / Remote... ...app operations, lifecycle marketing/CRM, and finance. In this role, you will... ...lifecycle journeys including onboarding, activation, engagement, retention,...CRMFull timeRemote work
$172.8k - $345.6k
...prior to interview. Mission The Investor Relations Liaison serves as... ...capital commitments. Manage onboarding under 506(c) compliance and accredited... .... Maintain a detailed CRM pipeline (Salesforce, HubSpot... ...equity, or institutional fundraising roles. Established relationships...CRMPermanent employmentWork at officeImmediate startRemote work1 day per week$21 - $22 per hour
...Entry professional in New York, NY. This role involves providing support throughout the onboarding of new and existing investors and assisting a prominent fund manager with fundraising efforts. The ideal candidate will be committed to achieving successful client outcomes...Hourly pay- Business Development / Investor Relations Specialist,... ...of investor relations, fundraising, product strategy, and... ...Support investor onboarding processes, including coordination... ...Experience utilizing CRM systems effectively... ...to detail Ability to operate independently while...CRMWork at officeWork from homeMonday to Friday
$140k - $185k
...description represents a sample Investor Experience Manager position... ...experience of investors—from onboarding and reporting to... ...role blends client service, operations, data analysis, and strategic... ...Proficiency in Excel; familiarity with CRM systems, reporting platforms,...CRMFull time$110k - $140k
...financial services firm in New York is seeking an Associate in Employee Investor Services. This role involves executing comprehensive investor onboarding processes and managing investor data within CRM systems. The ideal candidate will have over 3 years of experience in...CRM- ...Onboarding Specialist (Temporary) at brightwheel, Remote (United States) Brightwheel is actively seeking a highly motivated individual to... ...as Slack, Google Suite, and Zoom Tech‑savvy with experience in CRM tools (e.g., Salesforce) is preferred Brightwheel is committed...CRMTemporary workRemote work
$140k - $185k
...description represents a sample Investor Communications Specialist... ...work closely with portfolio, operations, and investor relations teams... ...communication tracking using CRM or investor management platforms Support investor onboarding, documentation, and compliance...CRMFull time$110k - $140k
...GPs, private wealth funds and investors. Alchelyst has offices in the... ...end-to-end employee investor onboarding and limited partner (LP)... ...Manage investor data within the CRM environment, maintaining strict... ..., regulatory compliance, and operational reporting. Review...CRM$125k
...understanding of each client's business mix, operational requirements and product sensitivities... .... Join Barclays as a Prime Services Onboarding, AVP. At Barclays, our vision is clear -... ...; exposure to onboarding platforms, CRM tools (Salesforce), or market infrastructure...CRMHourly payImmediate start
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