Remote Otter LogoRemoteOtter

Capital Allocators Associate - Remote

Posted 8 weeks ago
Sales / Business
Full Time
USA

⚠️ This job is archived. Find available remote jobs here.

Overview

The Capital Markets & Partnerships team at Finalis is at the forefront of driving growth across the platform by connecting the private capital markets ecosystem. The team focuses on developing and maintaining relationships with both buy-side and sell-side participants, fostering strategic partnerships, and creating value-driven opportunities that enhance the overall Finalis platform experience. By building a network of VCs, PEs, Family Offices, investment banks, and strategic partners, the team plays a critical role in scaling Finalis' reach and market impact.

In Short

  • Identifying, targeting, and onboarding high-value Capital Allocators across key markets, particularly in the US and Europe.
  • Acting as the primary point of contact for buy-side partners, fostering strong and long-lasting relationships.
  • Ensuring Capital Allocators have a great UX within the Finalis platform.
  • Managing buy-side data, processes, and reporting using tools like Airtable to track progress and outcomes.
  • Managing outreach campaigns and being accountable for its results.
  • Collaborating with internal teams to optimize outreach strategies and engagement initiatives.
  • Regularly gathering feedback from Capital Allocators to enhance their experience.
  • Providing valuable insights to the product team to further develop the product.

Requirements

  • Exceptional written and spoken English.
  • Strong client relationship management skills.
  • Commercial orientation with an ability to interview and manage clients effectively.
  • Proficiency in managing and analyzing large amounts of data.
  • Interest in or experience with the investment banking or private capital markets business.
  • Bachelor’s degree in Engineering, Economics, Finance, or a related field.
  • Excellent communication skills for building positive relationships.
  • Strong organizational skills and attention to detail.
  • Expert handling of confidential client information.
  • Ability to work swiftly, adapt to frequent shifting priorities, and meet deadlines.

Benefits

  • 100% Remote work (Work from wherever you want!)
  • Competitive USD salary
  • High-Speed Internet expenses allowance
  • Generous Paid time-off (Vacation Time!)
  • Additional 17 Flex Days (to use in national holidays or personal matters)
  • Professional Growth Benefits in our E-Learning Platform (Coursera)
  • People Team Partner for career path customization
  • Buddy Program
  • Virtual After-Office Activities
  • Diverse Culture & Inclusive environment
Finalis logo

Finalis

Finalis is a rapidly growing startup founded in 2020, dedicated to building the largest investment banking platform in the world. Based in San Francisco and New York City, Finalis operates as a fully-remote company, providing a comprehensive platform that enables securities brokers to navigate the complexities of regulatory compliance and deal management. The firm offers a white-labeled solution that supports various private market transactions, including mergers and acquisitions, capital raising, and private placements. With a mission to empower dealmakers, Finalis fosters a collaborative environment that encourages innovation and proactive problem-solving, all while promoting a diverse and inclusive workplace.

Share This Job!

Save This Job!

Similar Jobs:

Best Egg logo

Capital Team Associate - Remote

Best Egg

10 weeks ago

Join Best Egg's Capital Team to engage and onboard new capital partners while contributing to the funding of over $7 billion in loans annually.

USA
Full-time
Finance / Legal
Nautilus Solar Energy logo

Capital Markets Associate - Remote

Nautilus Solar Energy

13 weeks ago

The Capital Markets Associate will manage third-party capital financings for Nautilus Solar Energy's solar portfolio.

Worldwide
Full-time
Finance / Legal
Finley Technologies logo

Capital Markets Associate - Remote

Finley Technologies

197 weeks ago

Join Finley as a Capital Markets Associate to shape implementation strategies and work closely with customers in the financial technology sector.

US
Full-time
Sales / Business

Join Wayfair as a Category Associate to drive strategy and enhance customer experience through data-driven decision-making.

MA, USA
Full-time
Sales / Business
Whatnot logo

Category Associate - Remote

Whatnot

9 weeks ago

Join Whatnot as a Category Associate to expand their presence by recruiting new sellers and managing relationships.

Germany
Full-time
Sales / Business
€80,000 - €100,000/year