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
$165k
...Head of Private Capital Investor RelationsWorks closely... .../Compliance, and Fund Operations. The role will also... ...experience in institutional fundraising, investor relations,... ...investors.Investor Onboarding & Lifecycle ManagementSupport... ...relations, including CRM tracking, reporting...CRMFull time- ...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 contact...CRM
- ...Currently seeking a high-performing Investor Relations professional to support capital raising... ...existing LP relationships and support fundraising initiatives. Key Responsibilities:... ...Coordinate data rooms, diligence workflows, and CRM tracking Investor Coverage Serve...CRMFull timeMonday to Thursday
- ...management to identify a Vice President, Investor Relations & Fundraising. The firm manages a diversified... ...commitments, and fundraising progress in the CRM and report to senior leadership... ...effectively with investment, legal, and operations teams ~ Bachelor’s degree required;...CRMFull time
$125k
...proactive, and highly organized Investor Relations Admin to support... ...administrative needs and broader fundraising and investor relations... ...while also taking ownership of CRM management, pipeline tracking... ...comprehensive administrative and operational support to 3 Managing...CRMWork at officeMonday to Friday$25 - $50 per hour
...Advisor — Investor Relations (Fundraising) We are entering a focused fundraising phase and are looking for... ...understands the mechanics, psychology, and operational discipline required to support an... ...Investor Relations process and our CRM (HubSpot), and propose a broader plan...CRMImmediate start10 hours per weekFlexible hours- ...is hiring a vice president of operations to lead our operations team. We are the earliest investors in 25 unicorns, some of which... ...well as supporting the firm’s fundraising efforts. S/he will help manage... ...requests, sales of interest, ongoing CRM and pipeline management, etc....CRMFull timeImmediate start
- ...here . ABOUT THE END FUND’S INVESTOR RELATION TEAM The Investor Relations... ...(IR) team is the END Fund’s fundraising team. This team is... ...Customer Relationship Management (CRM) database (Salesforce) and managing... ...administration, systems and operations. The Associate’s day-to-day...CRMFull timeWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours
- ...York is seeking an Alternative Sales Associate to manage investor relations and coordinate fundraising efforts. The ideal candidate should have at least 3... ...management. Key responsibilities include maintaining a CRM database, preparing investor reports, and fostering LP...CRM
$80k - $120k
...and detail-oriented Business Operations Analyst to support senior leadership... ...activities, including onboarding, contract preparation, invoice... ...Nice to Have Experience with a CRM, event management platform,... ...to client management. Across Investor Services and Capital Partners...CRMFull timeContract workLocal areaFlexible hours- ...American Eagle, Sonepar, and Pandora. Revenue Operations Analyst - 12 Month Maternity Cover Bloomreach... .../reporting tools Experience with CRM systems (e.g. Salesforce) and familiarity... ...in our processes like recruitment, onboarding, feedback, personal development, performance...CRMRemote workFlexible hours
$145k - $171k
...prevention platform that accelerates onboarding, stops fraud, and scales... ...year. Check out our investors and read more about us here.... ...About The Team Revenue Operations is a small team with outsized... ...just the person who fixes the CRM. Partner with field sales...CRMWork at officeLocal areaWork from homeHome officeMonday to FridayFlexible hours3 days per week- ...integrated real estate investment firm. They seek a Investor Relations Operations Associate to join their Manhattan, NY office.... ...Manage the full LP investor lifecycle, including onboarding, subscription processing, CRM ownership, cap table management, IRA custodian coordination...CRMFull timeWork at office
- ...support capital raising and fundraising for the fund's private markets... ...members with pipeline management, investor content and marketing... ...sales collateral \n Perform CRM and pipeline management including... ...timelines \n Support the onboarding of new investors including...CRM
- ...opportunities.Job DescriptionAssociate, Investor Relations OverviewThe... ...role in managing client onboarding and ongoing advisor support within... ...and development.Utilize CRM systems and investment analytics... ...of workflows and standard operating procedures for the team.Associate...CRM
- ## Investor Operations – Citi Ventures, SVPApply: Hybrid: New York New York United States: Full time... ...*** Scale the Citi Ventures CRM (Affinity) feature set and optimize the... ...company founder experience through enhanced onboarding, preferred access to Citi's cross-business...CRMFull time
$96.9k - $169.5k
...Sales Operations Analyst II, AWSI Business Operations: FaaST Job ID: 10525803 | Amazon Web Services... ...Excel experience Experience with sales CRM tools such as Salesforce or similar... ...including support for the interview or onboarding process, please visit for more information...CRMImmediate startFlexible hours- ...questions, and tool questions. You'll report to the Revenue Operations Coordinator, and the two of you will run the queue... ...GTM team is focused on the customer and not the critical CRM data we need to onboard, recognize revenue, and bill customer accurately. Quotes...CRMContract work
- ...investment management firm to find a Wealth Channel Lead for its Investor Relations team in New York. Our client takes a scientific... ...originate new opportunities, and guide clients through diligence and onboarding. Develop a thorough understanding of the firm’s investment...Full timeWork at office
$50k - $75k
About the Role We're hiring an Investor Services Associate at our... ...NIGO) items. You'll also keep onboarding and communication records accurate... ...to build a career in fund operations in a regulated environment.... ...subscription, e-signature, and CRM tools. • Complete required...CRMFull timeInternshipWork at office$155k - $185k
About the RoleiCapital is looking for a Investor Onboarding and Regulatory Review VP to join its Regulatory and Compliance team to review... ...departments.Communicate with investment relation teams on ongoing fundraises and investor issues.Provide deficiency comments for...Full timeWork at officeRemote work- ...career. Job Title: Client Implementation & Operations Analyst (B2B / BPO) Location: Remote Time Zone:... ...role that bridges client onboarding and internal operations, ensuring that... ...or outsourcing context Familiarity with CRM platforms, workflow automation tools, or...CRMFull timeWork experience placementRemote work
$85k - $125k
...markets fund administrator, is hiring an Investor Services Senior Associate for a team dedicated... ...records current in eFront and the CRM, and track investor activity across both... ...updates and audit confirmations \n - Help onboard new investors and refine how investor servicing...CRMRemote jobWork at office$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$82k - $123k
...detail first. What You Will Do: The Investor Services Analyst will be responsible for managing... ...management, and have experience with different CRM systems. Responsibilities:... ...reporting, and other Vista teams. Support onboarding of new investors and any evolutions of...CRMWork at officeImmediate startFlexible hours- ...Director, Us Wealth Investor ServicesWe are seeking... ...lifecycle and will drive operational efficiency,... ...escalation point for complex onboarding, subscription/redemption... ...technology enablement across CRM, investor platforms,... ...coaching a team of Analysts and Managers, driving...CRM
$110k - $170k
...institutional and individual investors by strengthening the... ...problem solver and operator with an instinct for... ...s related to investor onboarding, Drive Core Investor Tech... ...Investor Onboarding, CRM optimization,... ...with Investor Relations, Fundraising, Sales, Operations, Compliance...CRMFull timeLocal areaFlexible hours$125k - $150k
...central role in expanding 42 AM's investor network and supporting... ...Associate will prepare and maintain fundraising and diligence materials,... ...room access, subscriptions, onboarding, and closing processes.Own the... ...Maintain complete and accurate CRM records, fundraising activity...CRMFull timeWork at office- ...iCapital is seeking an Investor Onboarding and Regulatory Review VP to join its Regulatory and Compliance team in New York. The role focuses on reviewing investor subscription materials for private and registered funds to ensure completeness and compliance with the Investment...
$90k - $100k
...ultimately, safer nations. In Sales Operations, we act as the foundational... ...Senior Sales Operations Analyst to serve as a key business partner... ...processes including CRM account management, routine reporting... ...transitions or new hire onboarding. Create standard operating procedures...CRMRelocation
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