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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Fundraising Operations Analyst (Investor Onboarding & CRM) in New York, NY vacancy
$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- BasePoint Group Inc. in New York is seeking a driven Associate to join the Investor Relations and Capital Formation Team. This role involves managing investor onboarding, maintaining CRM systems, and supporting capital formation efforts. The ideal candidate will have 1-...CRMWork at office
- ...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 an Employee Investor Services Associate in New York City... ...executing end-to-end investor onboarding workflows and managing data within CRM systems. Candidates should have over... ...and alternative investment operations. The position offers a competitive...CRM- ...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
$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$120k - $125k
...financial organizations, particularly in investor relations or fundraising, who excel in fast-paced... ...initiative to ensure smooth day-to-day operations Qualifications 5+ years of Executive... ...anticipate needs Proficiency with CRM systems Ability to thrive in a dynamic...CRMFull time$80k - $100k
...Accounting Search at Turn2Partners Senior Operations Analyst (RIA) Location: Charlotte, NC (Remote)... ..., performance reporting, billing, and CRM support—to ensure accurate, efficient,... ...with M&A system integrations , supporting onboarding and migration of data from acquired...CRMFull timeRemote work$50 - $65 per hour
Stand8 Technology Consulting is looking for a Salesforce Operations / CRM Support Analyst to join their team. In this role, you'll support a major... ...troubleshooting Salesforce issues, managing user onboarding, and ensuring data quality. The position offers a competitive...CRMRemote jobHourly pay- # Director of Investor Relations & Capital RaisingParkstone Capital LLCDirectorReal Estatefull... ...- Develop and manage a robust investor CRM using HubSpot, Salesforce, or similar... ...and deal communications- Oversee investor onboarding, subscription documents, and accreditation...CRM
$100k - $120k
...lives of over 100k frontline workers and the operation of their organisations, grown the team to... ...building integrations, and ensuring our CRM is the single source of truth for the... ...discrepancies quickly and methodically Evaluate and onboard new GTM tools as needs evolve, managing...CRMFull timeWork at officeHome office2 days per week$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- Jibe Ventures is seeking a Customer Success Manager to lead the onboarding process in a hybrid work environment. You will run kickoff... ...SaaS, especially in early-stage startups. Strong onboarding and CRM expertise (Salesforce/HubSpot) are essential for preventing churn...CRM
$115k - $125k
Investor Relations Analyst Location: New York, NY (6th Avenue) Department: Investor Relations Reports... ...Infrastructure: Maintain the IR website, FAQs, CRM, and mailing workflows. ESG/Corporate... ...well as an opportunity for new hire onboarding in the Austin, TX HQ prior to starting...CRMWork at office- 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 job
$130k - $145k
...in North America (EST and CST) About Fundraise Up We’re Fundraise Up - a global fundraising... ...We are looking for a Senior Revenue Operations Analyst to join our Revenue Operations Team... ...implement initiatives that enhance onboarding, engagement, and customer satisfaction...Temporary workRemote work$115k - $125k
Investor Relations AnalystSkip to main contentWe use first... ....#Investor Relations Analyst page is loaded##... ...Index and FTSE4Good. We operate in more than 15 countries... ...the IR website, FAQs, CRM, and mailing workflows.... ...opportunity for new hire onboarding in the Austin, TX HQ prior...CRMWork at officeLocal areaWorldwide$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- 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
- ...and Solutions is seeking an individual to join the Investor Relations group, focusing on Investor and Onboarding Services. This role involves providing essential... ...-profile fund manager and distributor in their fundraising efforts, ensuring top-notch client outcomes during...
$110k - $140k
Employee Investor Services, Associate (NYC) Alchelyst is a client solutions... ...end-to-end employee investor onboarding and limited partner (LP)... ...investor data within the CRM environment, maintaining strict... ..., regulatory compliance, and operational reporting. Review...CRM$172.8k - $345.6k
...prior to interview. Mission The Investor Relations Liaison serves as... ...capital commitments. Manage onboarding under 506(c) compliance and... ...standards. Maintain a detailed CRM pipeline (Salesforce, HubSpot... ...equity, or institutional fundraising roles. Established relationships...CRMPermanent employmentWork at officeImmediate startRemote work1 day per week$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- ...exclusively on healthcare. Our mix of operational, medical, scientific and... ...has been a committed impact investor, both directly and through... ...their LP coverage footprint. FUNDRAISING EXECUTION Work alongside the... ...and pipeline tracking in the CRM. IR OPERATIONS Run core IR operational...CRM
- ...com, Inc. is looking for a full-time Customer Success Operations Specialist to manage customer onboarding and operational processes. You will ensure accurate... ...operations, strong analytical skills, and proficiency with CRM systems. This role focuses on maintaining and...CRMRemote jobFull time
- 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...CRMRemote jobTemporary work
- ...City, hybrid The Project Manager (Client Onboarding) will play a pivotal role in supporting... ...degree in Business, Finance, Economics, Operations Management, or a related field. 5 years... ...priorities. Experience with Salesforce or other CRM systems ; ability to maintain data...CRMMonday to Friday
- Syno Capital is looking for a full-time Investor Relations and Operations Analyst based in New York, NY. The role includes preparing investor reports, maintaining stakeholder relationships, and analyzing financial data to support decision-making. Candidates should have...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Fundraising Operations Analyst (Investor Onboarding & CRM). Be the first to apply!
Related searches
- network operations center analyst New York, NY
- ad operations analyst New York, NY
- marketing operations analyst New York, NY
- client operations analyst New York, NY
- business development operations analyst New York, NY
- technical operations analyst New York, NY
- operations analyst New York, NY
- operations support analyst New York, NY
- business operations analyst New York, NY
- security operations center analyst New York, NY