Capital Allocators Jr. Analyst

Sorry, this job was removed at 04:22 p.m. (CST) on Thursday, Aug 07, 2025
Hiring Remotely in United States
Remote
Financial Services
The Role

🤝 What about your team?

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.


What will you be doing?

As a Capital Allocators Analyst, you will be an essential driver of Finalis’ buy-side strategy, working to onboard and nurture relationships with Capital Allocators such as VCs, PEs, and Family Offices. You will also collaborate with the Capital Seekers team on certain projects and initiatives. Your responsibilities will include:

  • 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 (e.g., introductions, NDAs, LOIs, and closed deals).

  • Managing outreach campaigns and being accountable for its results.

  • Collaborating with internal teams, including the Connect team and leadership, to optimize outreach strategies and engagement initiatives.

  • Regularly gathering feedback from Capital Allocators to enhance their experience and improve the Finalis value proposition.

  • Providing valuable insights to the product team to further develop the product.

The Capital Allocators Analyst will report to the Capital Allocators Manager

💬 Who are we looking for?

We’re looking for an exceptional professional with the following qualifications and skills:

  • 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 with both internal and external stakeholders.

  • 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 with a high sense of urgency.

  • Self-starter, quick learner, and highly organized with incredible attention to detail.

  • Proven ability to follow up and maintain a clear understanding of ongoing tasks and deadlines.

  • Flexibility, patience, persistence, perseverance, and a collaborative team spirit.

Nice to have:

  • Knowledge of or interest in Capital Markets or Investment Banking.

  • A Master’s in Finance or an MBA.

🌟 What do we offer?

  • 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) (take your skills to the next level!) 🚀

  • People Team Partner (to target your roadblocks and customize an action plan for your career path)

  • Buddy Program

  • Virtual After-Office Activities

  • Diverse Culture & Inclusive environment

🌈 Why work with Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ values:

  • Deliver with Integrity

  • Dream Boldly

  • Empower through Leadership

  • Value Learning

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The Company
HQ: San Francisco, CA
102 Employees
Year Founded: 2020

What We Do

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

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