Investment Operations Associate - Deal Flow & CRM
$60 - $65 per hourLanding Point
Landing Point, a leading global alternative investment manager, is seeking an Associate to join their Investment Operations Team in New York, NY. The role involves managing deal pipeline, overseeing CRM relationship management, and handling reporting. The ideal candidate should possess strong organizational, interpersonal, quantitative, and analytical skills, along with the ability to meet deadlines. The position offers a pay rate of $60–$65/hr, depending on experience. #J-18808-Ljbffr Landing Point
$50 per hour
A private capital ecosystem is seeking Certified Investment Screening Specialists. This role operates independently, focusing on screening investment opportunities... ...level. Join for immediate earning potential and real deal flow exposure. #J-18808-Ljbffr TEEMA Solutions GroupSuggestedHourly payImmediate start- ...Employment Type: Full-Time Industry: Investment Banking / Financial Services... ...represents the type of Deal Flow Analyst - Banking roles... ...workflow alignment Maintain CRM systems and internal databases... ...startups) Product Management Data, Operations, and more How Career Launch...CRMFull timeInternship
$140k - $185k
...employer) About This Role This Deal Flow Development Associate description represents the... ...to exclusive buy-side investment roles that may not appear... ...in roles like this operate at the front end of the investment... ...deal pipelines using CRM tools and proprietary systems...CRMFull timeInternship- ...leading AI technology company in New York is seeking a Sales Operations & Deal Desk Associate. The successful candidate will drive operational... ...supporting the sales team, analyzing performance, maintaining CRM systems, and ensuring compliance across various teams. This...CRM
$70k - $100k
...the globe. We are seeking a Sales Operations & Deal Desk Associate who will drive operational excellence... ...Assist in maintaining and managing the CRM system, ensuring proper usage, data... ...~401k with 4% matching contribution: Invest in your future from the start. ~ Health...CRMFull timeContract workWork at office- ...Description Acquisition Associate, Origination... ...Associate to focus on deal origination across our... ...engaging directly with owner-operators across target markets.... ...all activity within the CRM What This Role Is... ...modeling or execution-heavy investment role ~This is not a...CRM
- Senior Revenue Operations & Deal Desk Analyst Remote - UK Job Summary We’re looking for a Senior Revenue Operations & Deal Desk professional... ...order management. Strong proficiency in Salesforce (or similar CRM), Excel, and reporting tools. Strong analytical skills with...CRMRemote work
$140k - $160k
...Description Job Description Revenue Operations Specialist Bloom Equity... ...and discounting patterns, and deal aging dynamics. Build the... ...and lenders expect. ~ CRM architecture and hygiene. Serve... ...dashboard building, custom objects, flows/workflows, and data model...CRMContract work- ...this by revolutionizing the way investment vehicles are created and... ...matters most: making valuable deals and nurturing meaningful relationships... ...About the Team The Deal Operations team owns the full lifecycle... ...As a Deal Operations Associate, you'll help support SPV leads...Bank staffWork at officeNight shift2 days per week
$80k - $120k
...it. ABOUT THE ROLE The Federal Operations Associate works directly with the CEO and GovSignals... ...a startup turns strategy into closed deals. You are building this function from... ...startup experience, or familiarity with CRM and project management tools. COMPENSATION...CRM$100k - $150k
...meaningful exposure to credit decision-making, deal structuring, and portfolio risk management... ...receivable reports. Conduct cash flow analysis to evaluate repayment capacity and... ...financial analysis tools. Experience with CRM platforms such as Salesforce or similar...CRMBi-weekly payFlexible hours$100k - $160k
...providing a wide range of investment banking, securities,... ...looking for a Senior Associate, Marketing Analytics... ...Analytics across web, CRM, paid media and more for... ..., QA of active data flows, ongoing maintenance)... ...excellence in analytics operations Resourceful; able to...CRMTemporary workWorldwide$80k - $85k
As a Deal Desk Specialist‑Manager you will oversee and optimize the... ...compliance, and smooth deal flow, often involving collaboration... ...maintain pricing accuracy. Leverage CRM tools to track sales... ...Identify areas for improvement in operational workflows. Train field sales teams...CRMContract workImmediate startRemote workWork from homeFlexible hours- About Endeavor Endeavor is building the operating system for point‑of‑sale patient financing... ...non‑technical audiences; experience with CRM, onboarding tools, or health‑tech platforms... ...status, or any other protected characteristic. #J-18808-Ljbffr Endeavor FlowCRMCasual workRemote workFlexible hours
$124k - $280k
...Requirements: Up to 60% At PwC, our people in deals focus on providing strategic advice and... ...on quality of earnings and assets, cash flows and other key client deal issues.... ...projects, innovate processes, and maintain operational excellence while interacting with clients...Full timeH1b$75k - $80k
...Summary We are looking for a marketing operations associate who is the specialist behind our digital... ...Ensure all campaign assets and data flows are set up correctly across systems Reporting... ...from Marketing, Sales, and RevOps CRM and System Management Maintain data...CRMRemote work- Pinnacle Group is seeking an Associate for their New York City investment team. This position involves working in small deal teams, focusing on all aspects of the credit investing process, including due diligence and valuation analysis. The ideal candidate has 1-4 years...
$30 - $35 per hour
A leading customer engagement platform is seeking a Junior Deal Desk Analyst for a 6-month contract position in the United States... .... Ideal candidates will have experience in Revenue Operations and CRM tools, particularly Salesforce, and possess strong detail orientation...CRMHourly payContract work- ...firm that works with real estate operators across the New York metro area. With... ...Summary This is a front-line deal-sourcing position. As an Investment Sales Associate, your primary responsibility will... ...Track lead pipelines and manage CRM or database tools to stay organized...CRMFull time
$120k - $150k
Senior Sales Strategy & Operations Associate New York, NY About GlossGenius GlossGenius is the AI-powered... ...own questions — pipeline coverage, deal velocity, stage conversion — without submitting... ...infrastructure Familiarity with CRM data at a reporting level — HubSpot or Salesforce...CRMWork at officeHome officeFlexible hours3 days per week$60 - $80 per hour
...client is a well-established, deal-driven financial institution undergoing a large-scale CRM transformation, transitioning... ...services, private equity, or investment banking is a plus Compensation... ...'re interviewing prospective associates, brainstorming with partners,...CRMHourly pay$60k - $80k
...underwriting. You will analyze cash flow, build DSCR calculations,... ...brokers, and lenders to move deals efficiently from inquiry to approval... ...calls; track milestones; keep CRM/LOS records current and... ...underwriting support, corporate finance, investment banking, or business brokerage...CRMBase plus commissionWork at office$110k - $120k
Overview Job Overview - Investment Banking Associate. Compensation: $110,000 - $120,0... ...with senior bankers on live deals. The position offers strong... ...to support strategy and deal flow. Presentation Materials: Prepare... ...in financial databases and CRM platforms preferred. Skills...CRMMonday to Friday- ...We're building AI-powered operating systems for venture capital—not just using ChatGPT, but creating automated deal analysis, LP intelligence systems, and content generation... ...Benefits • Direct exposure to deal flow and investment conversations at a top seed-stage fund...
- ...entrepreneurial, and results-oriented Investment Sales Associates to join our Investment Sales Team . This... ..., underwriting, and real-world deal execution Ongoing Mentorship from senior... ...environments Proficient in Microsoft Office and CRM tools Must obtain a valid New York...CRMContract workInternshipJanuary startWork at office
- A private capital ecosystem is onboarding Investment Partner Associates to support opportunity coordination across... ...of investors and fund managers. This role operates as an independent contractor, focusing on all facets of deal facilitation without underwriting risk. Ideal...For contractors
$65k - $85k
...Talus”) is a private investment firm that backs operators looking to buy, build... ...basis. The Sourcing Associate will be responsible... ...intermediaries, and other deal sources to generate a consistent deal flow pipeline.... ...Microsoft Office and CRM software preferred....CRMWork at officeFlexible hours- ...Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active... ...and participating in due diligence and deal negotiation. [Job Description] -Conduct... ...on investment -Maintain the deal flow database with information sourced from...
$50 per hour
A financial services firm is seeking Certified Investment Operations Analysts who operate as independent contractors. The role allows for immediate earning potential by engaging in transaction operations and compliance oversight. Candidates with strong organizational and...Hourly payFor contractorsImmediate start$50 per hour
...software businesses. We move fast, operate with conviction, and look for... .... We are hiring a Manager of Deal Origination to build and own... ...at the intersection of investment banking, business development,... ...tracking and activity reporting in CRM (Salesforce or equivalent) Partner...CRM
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