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Capital Transaction Specialist

Career Launch AI

New York, NY

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JOB DETAILS
SALARY
$140,000–$185,000
SKILLS
Accounting, Artificial Intelligence (AI), Capital Analysis, Cash Flow, Communication Skills, Detail Oriented, Economics, Finance, Financial Management, Financial Operations, Financial Reporting, Funding, Investment Capital, Investment Management, Investment Reporting, Legal, Maintain Compliance, Operational Support, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Profit & Loss, Reconciliation, Record Keeping, Regulatory Requirements, Reporting Dashboards, Risk Analysis, Time Management, Transaction Processing/Management, Writing Skills
LOCATION
New York, NY
POSTED
5 days ago

Capital Transaction Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Capital Transaction Specialist 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 early-career roles in capital operations, investment transaction support, and portfolio management.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, credit, venture capital, real assets), and investment strategy.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

The Capital Transaction Specialist supports investment and portfolio teams by managing capital activity, executing investment transactions, and ensuring the accuracy of portfolio records. This role requires strong operational skills, attention to detail, and the ability to coordinate across internal teams and external partners.

The position is critical to the smooth execution of capital calls, distributions, and portfolio funding, while also contributing to reporting and operational efficiency.

Key Responsibilities

  • Execute and manage capital transactions, including capital calls, distributions, transfers, and contributions

  • Maintain accurate records of capital activity and investment positions

  • Assist with cash flow monitoring, reconciliation, and P&L reporting for portfolio holdings

  • Collaborate with portfolio managers, finance, operations, and external partners to ensure timely and accurate transaction processing

  • Build and maintain dashboards, reports, and analytics to track capital movements and investment activity

  • Ensure compliance with internal policies, legal agreements, and regulatory requirements

  • Identify operational risks, errors, or inefficiencies and propose improvements

  • Prepare daily, weekly, and ad-hoc reports for investment teams and senior management

Preferred Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field

  • Knowledge of capital operations, investment transactions, or portfolio management processes

  • Strong analytical, organizational, and problem-solving skills

  • Proficiency in Excel; familiarity with portfolio management systems or workflow tools is a plus

  • Ability to work effectively in a fast-paced, deadline-driven environment

  • Clear written and verbal communication skills

  • Interest in capital operations, investment processes, and portfolio reporting

About the Career Launch AI Talent Network

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 portfolio teams

  • Interview preparation for capital operations, transaction support, and investment workflow roles

To learn more or express interest in capital operations and investment transaction roles, visit:
https://www.careerlaunch.ai/

About the Company

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Career Launch AI