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Capital Market Analyst - Remote

Posted 2 weeks ago
Finance / Legal
Full Time
USA

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.
  • 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.

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