Capital Advisory Associate
$140k - $185kCareer Launch AI
Job Description
Job Description
Capital Advisory Associate
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Capital Advisory Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles that support capital planning, investment advisory, and structuring of client or institutional portfolios.
Actual openings may vary based on employer type (asset manager, private capital firm, private equity, venture capital, or institutional investor) and capital deployment strategies.
For more information on the Career Launch AI Talent Network, visit:
Capital Advisory Associates support investment and client teams by analyzing capital deployment opportunities, providing insights on investment structures, and assisting in the execution of capital strategies. The role blends quantitative analysis, market and fund research, and advisory support in fast-paced investment environments.
This role often involves collaboration with investment professionals, portfolio managers, client advisors, and risk and compliance teams.
Key ResponsibilitiesSupport capital deployment strategies and investment advisory processes
Conduct analysis of investment opportunities, fund structures, and financing options
Assist in evaluating client or institutional portfolios for allocation, diversification, and capital efficiency
Prepare presentation materials and reports for clients, investment committees, and internal stakeholders
Monitor capital calls, distributions, and investment lifecycle events across funds and portfolios
Partner with legal, compliance, and operations teams to ensure documentation and approvals are accurate
Conduct market, sector, and asset-class research to inform capital allocation decisions
Maintain dashboards and analytical tools to track capital deployment, risk, and performance metrics
Identify opportunities to optimize capital structures and enhance portfolio outcomes
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong understanding of capital markets, fund structures, and portfolio management concepts
Experience or coursework in investment advisory, private capital, or corporate finance (preferred but not required)
Strong analytical and quantitative skills with exceptional attention to detail
Proficiency in Excel and PowerPoint; familiarity with portfolio management or financial modeling tools is a plus
Strong written and verbal communication skills
Ability to work effectively in a fast-paced, client-focused, and regulated environment
Interest in investment strategy, capital planning, and portfolio advisory
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to investment and advisory teams
Interview preparation for capital advisory, private capital, and portfolio-focused roles
To learn more or express interest in investment and capital advisory roles, visit:
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